What if you and your partner could align your finances and confidently build the future you want?

WEALTH TOGETHER

Bringing vision, connection, and confidence to your financial future.

This 90-day live group program will guide you through the talks, the tools, and the teamwork to build a secure financial future, together.

Does this sound like you?

► When you and your partner bring up money, it quickly gets tense, and you accomplish very little. We’ll help you have money conversations that actually move you forward.

► You know you could accomplish your goals, if your partner “would just change!” We’ll show you how to start talking about money productively, so the right kind of change can happen.

► You’re not sure where to begin. It’s hard to get started when the path isn’t clear. We’ll break it down step by step to help you get on track.

► You’ve tried things in the past, but they never worked, or you couldn’t stick to them. We’ll put systems in place that actually do work, and find ways for you both to follow through with them.

► You’ve got dreams of financial independence, but it feels like you’ll never get there. With the right mindset, habits, and strategies, we’ll turn that dream into something you can believe in again.

► Between bills, work, and everyday life, it’s easy for you to forget about your long-term goals. We’ll help you keep your eye on the bigger picture, and create a roadmap to get there.

Yes? Then “Wealth Together” is for you.

What you’re about to learn will change your relationship with money forever. And get you to the finish line, together!

Here’s how we’ll do it,
with R.I.S.E.

  • ASSESS & PLAN: To begin, we need to know where you’re starting from. We’ll gather your financials to identify the gaps and discover the underlying causes. We’ll discuss the impact of these dynamics in your life, and then shift to creating a vision of your shared “rich” life. You’ll learn about the seven financial milestones along the way to financial independence. And we’ll prioritize your goals and dreams so you have a plan—one you can commit to, and be excited about! Knowing where you’re starting from and where you’re heading will clear the confusion, lessen your stress, and motivate you along the way!

  • CLEAR THE OBSTACLES: Let’s make this easier. It’s been hard bumping up against all the roadblocks! We’ll establish an accountability system for when things feel hard. We’ll take a look at your current financial burden and find quick ways to reduce expenses—and possibly move the needle in a significant way. And most importantly, we’ll dive deeper into your communication with one another. You’ll learn one another’s money scripts, reflect on pivotal money moments, and understand (and accept) your money type. Clearing these obstacles will strengthen your partnership and help you move forward in a positive way.

  • PUT SYSTEMS IN PLACE: Without systems, progress stalls—so we’ll put them in place! The ones that work best for you. Your confidence will grow as you learn to track your money effectively, plan for the unexpected, optimize your accounts, and automate your systems. With everything streamlined, your efforts to “earn a living” just feel better—you know the paycheck you work hard for is actually working for YOU…for your future. You have the confidence that you’re doing what you need to build your financial future, together.

  • GET TO THE FINISH LINE: You’re well on your way now! Let’s measure your progress and celebrate your successes! Then take a peek at what’s around the turn, where work can become a choice, rather than a must! Maybe you’ve never believed it was possible? We’ll help you see what’s needed to get there,* evaluate how your current progress and plan is meeting those needs, and create a roadmap so you’ll know, with confidence, that you’re doing all you can to accomplish your dreams. Financial independence. Your rich life!

Here’s what you’ll get when you enroll in the 90-day program, Wealth Together!

We offer structured training and guidance in both group and 1:1 sessions to support you fully. You’ll have additional access for a year, because transforming your family’s finances takes time. But it’s so worth it!

STEP-BY-STEP TRAINING

No more guessing about what to do next, and feeling overwhelmed. Our weekly, live group sessions will break down your financial journey into simple, manageable steps. You’ll leave each session focused on what’s important now.

PERSONAL SUPPORT

Because your journey is personal, you’ll also get three dedicated private coaching sessions during the first 90 days. We’ll dig into your specific challenges, goals, and dreams. You'll get tailored assessments, a customized plan, and focused support that meets you exactly where you are.

LESSONS & WORKSHEETS

Love to track progress and see everything in one place? You'll have access to easy-to-use Google Sheets to organize your financial information, a conversation log to guide and reflect on real-money talks with your partner, and trackers to celebrate every milestone.

A LIKE-MINDED COMMUNITY

You’re in good company here. Everyone has been carefully chosen to create a safe, supportive space where you can learn from each other and cheer each other on. We're all working toward the same goals— and that shared energy makes the journey powerful!

THE R.I.S.E. PROCESS

This is the heart of your journey. Over 90 days, we’ll guide you through the R.I.S.E. framework — REFLECT on where you are, INTERRUPT what’s holding you back, STREAMLINE your systems, and EMPOWER you to move forward with confidence, toward financial independence!

CONTINUED GROWTH & SUPPORT

The journey doesn’t stop after 90 days. You’ll have full-year access to the following: topical workshops, “office hours” for Q&A, up to 3 private laser coaching sessions, and direct access to me by email or text whenever you need something extra. You can do this!

We also have some EXTRAS you’ll love!

ONLINE ASSESSMENTS

Free online assessments from Money Habitudes — to quickly reveal what habits and attitudes motivate your money behaviors—and from Positive Intelligence — to learn your saboteurs and how they impact your wellbeing, relationships and performance.

ALLY COACHES

Depending on your needs, we have ally coaches that can help you manage small business finances, handle ADHD challenges, overcome stubborn spending behaviors, seek a new career or more satisfaction in work, design a fulfilling retirement, organize your home, find term life insurance…you name it!

ADDITIONAL RESOURCES

You’ll have access to a growing library of resources to dive deeper into key topics. These are here to make your journey smoother and a little more fun. Stay tuned as the program and the community grows!

Enroll Now!

Early access to Wealth Together in May is just $995, and will not be priced this low in the future.
Now is the time to take advantage of this opportunity!

“We were tired of living the way we were, so we stepped out in faith, and it was worth it! Dee gave us direction, hope, and the courage to make big changes We’re out of debt, it’s way easier to talk about money, and it’s actually fun and not so stressful, or boring. Dee was not afraid to tell us what we needed to do differently, yet she was very patient as we turned things around.”

Sean and Elena Downey

“It’s so important to understand how to build financial security. The program was so good! Dee is perfect at teaching, and guiding interaction. She’s five stars!”

Drew and Rebecca Guess

“We were so uncomfortable with the place we were at. One of us felt angry, and the other avoided money conversations. It was hard to find the right person, but Dee was a perfect fit for us. She helped us not only financially, but emotionally too. She’s that third party we needed to navigate our conversations and to cut to the core, to find the root causes. And when we would get off the path, she would remind us of our goals and hold us to the fire. Now we see the light at the end of the tunnel and are prepared, with the tools she gave us, to build our future.” 

Lisa and Mike Bradley

FAQs

  • You’ll never be asked to share private numbers in the group. That’s what our 1:1 sessions are for.

  • I understand that scheduling is a battle, as you’re juggling careers, kids, aging parents, and more. Although your focus and commitment are key, I will be mindful of what work is appropriate each week. And there will be access to me, even after the 90 days, to fill in any gaps.

  • It probably is! The objective is to fortify, not just solve problems. Wealth Together is for couples who want to be proactive, build a rock-solid financial future together, and have even better conversations about money.

  • Everyone’s situation is unique, but it is not too unique to be addressed in a group situation. In addition, Wealth Together offers a mix of group and personal touch.

  • We’ll teach you tools to have calmer money conversations — even during the sessions. And if something is triggered, the group will be supportive. You are not alone. Rest assured that every couple participating has been carefully vetted, and the guidelines will be discussed.

  • Although there will be session-specific actions to take, there will be additional support when needed. Plus, all sessions are recorded if you need to catch up.

  • That’s actually quite common—in fact, I would be surprised if it’s not the case! However, even if one of you is more excited than the other, Wealth Together is designed to get you on the same page gently, with zero pressure.

  • I always speak of coaching as an investment, not an expense, but…that doesn’t always help! The truth is, staying stuck is costing you way more. Wealth Together helps you build habits that pay off for life. We’re talking 💰 and 👩‍❤️‍👨

  • You may have tried to come together and stick with a plan in the past, only to see it fail. That’s frustrating! But I’ve seen over the years the transformations from stress to success. If you show up and do the work, you’ll see it too! (100% guarantee in the first two weeks, full refund.)