Course Description

Couples who budget together – stay together. Life is expensive and those Pillow-Talk Plans you guys are making all COST MONEY! You need to work together as a team so you can dominate the household finances and get shit done. Grab a bottle of wine, turn off Netfix and join us in the Tree Of Trust. It only takes 90 minutes to revolutionize the way that you and your boo make plans, talk about money and run the daily finances. The course is redonkulously fun and so important for your future plans!

Why Take This Course?

Module 1: I’ll Show You Mine, If You Show Me Yours

• • Get Financially Naked with each other – it’s time to GET REAL. If you guys want to move forward, we need to see what we are working with.
    • Fill out a net worth statement together – what do you own and what do you owe? (GULP)
    • Show your credit scores -(EEEP) Yup. If you wanna build a life together, you may need credit applications.
    • Go through all the money coming and and out of bank accounts – how much do we have to work with!

Module 2: Pillow-Talk Plans – WHAT ARE YOU SAVING FOR?

• • Set goals
    • What are you saving for? Where do you see yourselves in 5 years?
    • What happens if you’re not on the same page? This course will help navigate those potentially awkward convos in a really fun way!
  • Prioritize goals:
    • Ensure you’re on the same page with timelines. Is a house 1 -3 year goal? or 5 – 10? Where do kids fit in if at all? Are you going to travel or are we focused on other goals? These things cost money and NEED a plan.
  • Create a Game-Plan:
    • What do you both need to do EACH month/Year to ensure you move forward with these goals and get sh*t done!
    • What is possible and what’s unrealistic. Can we really save for down payment in 2 years?

Module 3: The Bicker-Free Budget

• • This is a customizable excel tool that you can use now, next year, 5 years from now – forever.
    • It creates an equitable budget to handle household bills (no one feels resentful)
    • How to handle shared expenses vs personal expenses (i.e. groceries vs clothes)
    • Keeps everyone’s FINDEPENDENCE – everyone needs some secret spending money.
    • Month-by-month instructions on what you both need to do each time you get paid (very specific)
    • A banking plan with your specific budget

What you get:

• Access to 3 super fun and easy to follow video tutorials
• A really fun and safe space to talk about money with your boo and a third party that is UNBIASED!
• Customizable excel tool
  • • Can be updated as your life changes
    • Creates a Net Worth Statement
    • Can be used to track income and expenses
    • Creates a banking plan that is customized for you both
    • Shows you when your goals are doable and when they are not (aka, you can’t only spend $1.00 a month)

Course FAQ