A structured financial and partnership diagnostic designed to give you a clear, expert assessment of your financial life as a couple. Through advance financial review and a focused working session, we examine your numbers, decision patterns, and priorities so you leave with clear analysis, prioritized next steps, and a practical plan you can act on.
A clear, expert assessment of your financial life as a couple
A professional diagnostic, not a sales call.
Is this the two of you?
You love each other. You’re building a life, managing careers, raising kids, doing your best. And on paper, things should feel easier than they do.
But whenever money comes up, it feels tense.
One partner dives into the details
The other pulls back
Conversations circle
Nothing really moves
You avoid the topic altogether
Tension shows up faster than you expect
If this feels familiar, I get it. And you’re not doing anything wrong.
Most couples don’t struggle because they lack discipline or intelligence, or even love. They struggle because no one ever taught them how to work as a financial team. How to combine two histories, two nervous systems, two money styles, and one set of numbers.
The Wealth Strategy Intensive is a structured diagnostic designed to help you understand what’s happening and decide what deserves focus next.
What the Wealth Strategy Intensive is.
A clear, neutral diagnostic of:
Your current financial position…
a clear picture of income, spending, debt, savings, and resilience
Your money flow…
where your cash is supporting you and where it’s creating pressure
Your financial milestones…
which goals matter most right now and why
Your habits and patterns…
how your approaches to money help or hinder progress
Your conversations…
where alignment breaks down and what that reveals
At the end of the session, you walk away with clear analysis and a working plan, including prioritized next steps you can act on immediately. This often includes a debt payoff strategy, spending insight, and clarified savings priorities you can use whether or not you continue into deeper work.
This is not a sales call. It’s a substantive assessment with expert analysis and a real sense of what deserves your attention next.
The WSI is a structured financial and partnership diagnostic. A real working session built on detailed analysis, not a consultation. You submit your financial snapshot and supporting documents in advance so the session is focused entirely on interpretation, insight, and planning.
This session provides the same kind of baseline analysis you would expect from a financial advisor’s initial planning engagement, but with additional focus on your partnership, communication patterns, and how your decisions unfold together.
It is not:
Ongoing coaching or therapy
Asset management advice
A promise to resolve relationship dynamics in one session
What it does do:
Shows you where you are strong
Identifies where you are vulnerable
Clarifies which financial milestones matter now
Reveals where support is needed to move forward
What the Wealth Strategy Intensive is not.
By the end of the Wealth Strategy Intensive, you leave with a clear, expert-level understanding of your financial situation and what deserves attention next. Most couples walk away with:
A clear picture of where they stand today across income, spending, debt, savings, and protection
Identified cash-flow pressure points and spending “leaks” that are slowing progress
A prioritized debt payoff strategy, that balances the numbers with what feels doable, including realistic projections of timelines.
Clear savings priorities and financial milestones to focus on next
Specific, practical recommendations you can act on immediately
This work is designed to stand on its own. Some couples continue into deeper, guided work together. Others take what they gain from the Intensive and implement on their own.
What you walk away with.
Who the Wealth Strategy Intensive is for.
You and your partner may be earning well but responsibilities feel overwhelming, and money isn’t fully aligned. Conversations stall, circle, or create tension. You don’t need more advice. You need an accurate diagnosis of where you stand and what deserves attention now.
The Wealth Strategy Intensive is designed for couples who want to work as a financial team, even if that hasn’t felt easy. You don’t need to have everything figured out, but you do need to be ready to look honestly at your numbers, your patterns, and how you make decisions together.
This is especially helpful if you’re in a season where:
You’re navigating growth, transition, or increasing complexity
You want to make confident decisions, not reactive ones
You want to be sure you’re doing what you need to grow wealth
You value insight, structure, and expert perspective over quick fixes
This is a good fit if you’re at a point where things matter more than they used to.
Prefer to talk first? You’re welcome to schedule a brief conversation to talk through your situation and whether an Intensive makes sense.
How the Wealth Strategy Intensive works.
This is a structured process designed to help you prepare, focus, and walk away with meaningful direction.
You complete a short set of pre-work so our time together is focused and productive.
This typically includes:
A financial snapshot (income, accounts, assets, liabilities)
A spending snapshot
A consumer debt analysis
Key questions about goals, priorities, and pressure points
A brief look at how money conversations tend to go between you
This allows me to review your information ahead of time and come to the session prepared, so we spend our time on insight, not intake.
Purpose of this step: focus and efficiency.
Step 1: Preparation before we meet.
Step 2:
The 90-minute Intensive.
We meet for a 90-minute working session focused on understanding what’s actually happening and what matters most right now.
During the session, we:
Review your numbers and money flow together
Identify where you’re strong and where you’re exposed
Clarify which financial milestones deserve attention now and discuss approaches
Talk through areas where alignment breaks down, and why
This is collaborative and thoughtful, not rushed or judgmental.
Purpose of this step: diagnosis and shared understanding.
You walk away with:
A clear picture of your current financial position
Insight into where your money is supporting you and where it’s creating pressure
A clear sense of direction for what comes next
You may choose to implement on your own, or decide that additional support would be helpful. Either way, the session stands on its own.
Purpose of this step: confidence in your next steps.
Step 3:
What you leave with.
There is no obligation to continue. The purpose of the Wealth Strategy Intensive is to give you perspective and direction, not to push you into a longer commitment.
Investment and next steps.
Investment: $895
The session is refundable up to 48 hours before your scheduled time. Within 48 hours, it is non-refundable due to preparation and scheduling.
You don’t need to decide anything beyond this session. Some couples take what they learn and move forward on their own. Others choose additional support. Either choice is respected.
Have a question before booking? You’re welcome to reach out here by email or schedule an orientation call. This is simply an opportunity for you to ask questions and make sure the Intensive is the right next step for you.