Couples Alignment
Coaching Framework
Financial coaching helps couples communicate better, align on their goals, and move forward together by:
- Gaining clarity around your shared “why”
- Building healthy money communication habits
- Reducing financial stress & money disagreements
- Improving decision making as a team
- Creating alignment around goals and the future
This 6-month coaching engagement is designed to help couples improve communication, reduce friction, and align around their financial goals.
What it looks like:
- 6-Month Commitment
- 9 Total Sessions
- 6 sessions over the first 90 days (bi-weekly)
- 3 monthly sessions over the final 90 days (growth & accountability)
- Unlimited access via text and email for ongoing support
What We Focus On
- Developing a shared financial “why”(motivation)
- Understanding each partner’s perspective on money
- Identifying communication breakdowns
- Reducing friction points and tension
- Aligning on shared goals and priorities
- Creating a unified plan moving forward
Session 1: Why Development
Get on the same page. Building Understanding.
We begin by helping couples understand what drives each person and how their experiences shape their financial behaviors.
What we do:
- Uncover each partner’s “why” and motivations
- Explore money beliefs and past influences
- Identify behavior patterns and differences
- Establish shared goals and first action steps
Client Outcome:
Clarity, awareness, increased understanding of each other, reduced tension, a foundation for alignment
Sessions 2-9
Communication & Alignment- Turn Two Perspectives Into One Plan
These sessions focus on improving communication, reducing friction, and building a unified financial direction.
What we do:
- Establish regular “couple money conversations” (simple structure)
- Work through real-life friction points
- Improve communication habits and language
- Align on short- and long-term goals
- Introduce shared dreaming and planning
- Reinforce consistency and follow-through
Client Outcome:
Improved communication, reduced stress and conflict, greater alignment and teamwork, shared vision of the future
Why Advisor Firms Benefit from This Coaching Model
This coaching helps couples:
• Communicate more effectively
• Reduce money-related stress and conflict
• Align on goals and priorities
• Make better long-term financial decisions
This helps advisors:
• Reduce emotionally driven decisions or indecisions
• Improve client retention
• Build deeper client relationships
• Differentiate your firm
• Increase long-term planning success
How it Works
Step 1
Advisor identifies client would benefit from coaching
Step 2
Advisor introduces client to Financial Coach via a warm introduction
Step 3
Clients completes 6-month coaching program
Step 4
Clients return to advisor with:
• Better communication
• Alignment on goals
• Reduced stress
• Clarity on future planning
Ideal Clients for This Program
This is perfect for:
• Couples that avoid money conversations or have tense money discussions
• Clients overwhelmed by finances
• Couples that cannot agree on future plans
Investment & Structure
Each coaching path is a structured 6-month engagement designed to create measurable progress for your clients.
Couples Alignment Coaching
$240/ month ($1440 total)
- Communication + alignment + shared vision
- More sessions, but less complexity than full financial reset
*All programs include unlimited access via text and email for ongoing support.
Schedule your call TODAY to discuss how your Financial Advisor firm can become a power partner.
The Result
Better Clients
Better Plans
Better Outcomes
Your clients gain clarity.
You build the strategy.
Together we create transformation.