Group Coaching for Couples
Wealth Together
Join the 12-month live coaching program for couples with weekly sessions, tools, and personal support. Everything you need to build your future together.
Early-bird enrollment opens September 1. Save $500 and get exclusive bonuses when you join early.
You and your partner love each other.
But money is hard.
Conversations are hard.
Making decisions are hard.
You want a life together where…
You walk in the door after work knowing the bills are covered, savings are growing, and there’s room in the budget for takeout tonight just because you feel like it.
You sit down for your monthly money check-in, and it takes 15 minutes, with no arguments. Then you pour a glass of wine and move on with your evening.
You wake up on a Saturday, sip your coffee, and talk about where you want to go on vacation next year, without worrying about how you’ll pay for it.
“I imagine us in 5 years living our best lives. I’m so grateful God put Dee in our path and that she has spring-boarded us into our best life.”
But here’s the problem.
When you try to figure out this “life of money,” you end up overwhelmed or stuck.
You’ve invested in books, workshops, or programs, but nothing really changed.
You keep thinking, “If he/she would just change, we’d be fine.”
You’re busy, life is full, and long-term planning never gets the attention it deserves.
Your past dreams now feel out of reach.
If this is you, Wealth Together was made for you.
I know the support that couples need. From weekly live calls to private check-ins, and even a few done-for-you tasks, I’m right here with you—for a full year.
And now’s the perfect time to join!
Early-bird enrollment opens September 1. Save $500 and get exclusive bonuses when you join early.
Wealth Together is a year-long group coaching program for couples who want to get on the same financial page, and stay there.
It’s not just about money. It’s about connection, vision, and teamwork. You’ll leave with:
A shared plan you both believe in—systems that make money management easier—the confidence to make decisions together, without the stress or arguments.
Why it’s different:
Most programs give you a handful of lessons, a few calls, and leave you to figure it out. Wealth Together is the different. I stay with you for a year, walking beside you as you make real changes. Transformation takes time, and consistent support is the game-changer.
Curriculum, and how we do it.
We follow the R.I.S.E. framework to guide you step-by-step from financial stress to working toward the future you both want. You’ll see the big picture in our video modules, then put it into practice with coaching, tools, and ongoing support.
Weekly Live Group Calls
We’ll meet on Zoom weekly, to work through a part of your financial journey, whether it’s mindset work, money talks, planning for goals, or building systems—live coaching, feedback, and encouragement so you always know your next step.
Topical Workshops Throughout the Year
Every few months, we bring in targeted training on things couples ask about most—like ADHD and money, small business finances, home organization, or handling spending triggers.
Private Touchpoints When You Need Them
In the first three months, you’ll have two private laser coaching sessions just for you and your partner. You can also grab a spot in office hours when you want focused time on something specific.
Tools & Resources at the Right Time
As you reach each stage of the R.I.S.E. framework, you’ll get the forms, checklists, exercises, and conversation guides you need to move forward. No overwhelm from getting everything all at once.
Video Lessons to Watch on Your Schedule
Short, focused lessons give you the background and know-how before we meet live. You’ll watch them in advance, then use our calls to apply them to your life.
By the end of the year, you’ll have worked through the full R.I.S.E. process and built habits, systems, and a shared vision that stick—with the kind of consistent support most programs just don’t offer.
Inside the R.I.S.E. Framework
Each stage of R.I.S.E. builds on the one before it, so you’re never guessing what to do next or jumping ahead before you’re ready.
Reflect lays the foundation, helping you understand where you are now and why.
Interrupt clears the roadblocks that have been holding you back.
Streamline creates systems that make managing money together easier.
Empower gives you the confidence and momentum to reach the goals you’ve set.
Click below to explore exactly what you’ll learn and work on in each stage. And how it all comes together over the year.
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Building awareness is the essential first step. We begin by exploring your money roots—understanding the beliefs and stories that shape how you relate to money today.
Next, you’ll discover your primary motivator and learn how your money conversations might be influenced by common communication challenges, like the Gottman Four Horsemen. We focus on the first two horsemen, to start shifting how you talk about money—creating space for honest, constructive conversations.
Together, we’ll reawaken your shared dreams and vision for a “rich” life, because those dreams fuel your journey. At the same time, we gather all your financial details and review the eight key financial milestones that lead to true independence.
With this clear awareness of where you are, what drives you, and where you want to go, you’ll be ready to create a personalized, wise plan that fits your unique situation. One you can commit to and feel excited about.
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This is where a real shift begins. We look at what’s standing in your way (externally and internally) and start clearing it. Using the metaphor of a financial house, we explore the “storms” that impact you from the outside and fix the leaks within.
You’ll begin to recognize emotional spending patterns, unpack impulsive or compulsive behaviors, and take an honest look at your money type and past experiences. Through guided conversations, we explore the third and fourth Horsemen of communication and continue practicing weekly money talks.
You’ll also take a fresh look at where your time and money are going, and whether they reflect what matters most. This work helps you take responsibility, reduce unnecessary friction, and build a stronger foundation for lasting change.
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Now that you’ve cleared some of the biggest roadblocks, it’s time to put practical systems in place—ones that work for you. This is where your confidence starts to build.
You’ll learn how to track your money with ease, starting with a monthly spending snapshot and moving into a streamlined system using a budget app. A simple daily habit—just a few minutes—can replace stress with structure.
From there, we explore cashflow patterns, identify strengths and vulnerabilities, and look at how your current spending lines up with your income and goals. You’ll build in financial resiliency through emergency funds and rollover funds, so future surprises don’t feel like financial emergencies.
Finally, we walk through the MoneyOps System to simplify, organize, and automate your routines. You’ll define roles, set up sustainable habits, and treat your household finances with the same care and coordination you’d bring to running a business.
By the end of this phase, you’ll not only have the tools—you’ll be using them together. Because financial partnership is about systems and communication. We continue practicing money talks, now integrating everything you’ve learned about conflict, repair, and trust.escription text goes here
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You’re well on your way—and now it’s time to step back and truly see what you’ve built.
In this phase, we pause to measure progress and celebrate what’s changed: new habits, stronger partnership, real movement toward your goals. We’ll look honestly at what’s going well, what needs a tweak, and what’s still ahead.
You’ll organize your accounts, and learn how to assign purpose to each one. We’ll introduce the concept of money flowcharts and guide you through optimizing your savings and investments—even if that world has felt intimidating before.
You’ll also get an overview of what it looks like to maintain momentum. We’ll explore financial independence—what it really means, what it takes, and how close you might be already. You’ll learn how to project your path using simple tools and review a spending plan framework that can help you stay balanced as your life and goals evolve.
And if you want extra support? You’ll have the option to create your own tailored Wealth Map or continue your journey through my next-level program, The Nest Egg Playbook.
You’ll leave Wealth Together with confidence and a shared sense of purpose. Because the life you want is worth building, for both of you.Item description
Real Couples. Real Results.
Here’s what past clients have said about Wealth Together, in their own words.
“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
“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 have thoroughly enjoyed being part of the pilot program and feel that we have gained a great deal from the conversations and lessons. A perfect example was this week when we were faced with a serious situation and needed to make a good, sound decision regarding whether or not to put our sweet sugar through an intense surgery at her age, and also if we were in a position to take such a hefty amount from our savings. Together we made the decision, and it was done without one of us having to "persuade" or convince the other....we made the decision together. And that was a huge win, especially during a low time. Thank you for your coaching and advice this past year....it has truly made an impact on our money conversations and we are grateful.
Robyn and Greg Podany
Working with Dee was so worth it! We were tired of living the way we were and we felt there was no way out. But we knew we need to turn things around! When we reached out, Dee got right back to us and we had such a good experience on our first call, that we knew it would be great.
Here we are now without credit card debt, thanks to the courage she gave us to make some big changes! Since working with Dee, we’ve also created new patterns that makes money actually fun, and definitely not so stressful or boring! It’s also way easier for us to talk about money, to share goals, and to trust one another.
What we really appreciated about Dee is her courage to tell us the truth, but to do it in a very kind way. And because my mind works in a unique way, we really appreciated how she made an extra effort to understand, and to tailor our systems in an unconventional way that is fun and can work for us.
We don’t want others to make the mistakes we made before working with Dee! You have to be willing to step out of your comfort zone and take that step of faith. It was so good to have her instill hope, give us direction, give us courage, and encourage. You can do it too! It’s totally worth it!
Sean and Elena Downey
Watch a couple share what changed for them inside Wealth Together.
This clip was recorded during our beta program. Listen to the moment they describe how they identified Gottman’s third horseman, and self-corrected!
At a glance, here’s what’s included:
Step-by-step video modules & weekly live group sessions
Two private laser coaching sessions
Topical workshops & weekly office hours
Done-for-you tasks
WealthTalk Guide™, personalized online assessments, MoneyOps System™
Access to specialty coaches & growing resource library
Your complete Wealth Together experience.
Everything you need to build your financial future, together.
Here’s what it looks like in action:
STEP-BY-STEP TRAINING
No more guessing about what to do next, and feeling overwhelmed. Your online curriculum and weekly, live group sessions will break down your financial journey into simple, manageable steps. You’ll leave each call focused on what’s important now.
GROUP + PRIVATE COACHING
Because your journey is personal, you’ll also get two private Laser Coaching Sessions (30 minutes each) during the first 3 months, to help you get unstuck, or go deeper on something personal. Think of these as focused checkpoints. Just you, your partner, and me, so we can fine-tune things along the way.
YOUR COUPLES “TOOLKIT”
Get simple, powerful tools to stay on track: financial organizers, conversation guides, insightful exercises, and progress trackers. Plus the WealthTalk Guide™, personal online assessments, and the MoneyOps System™ to keep you moving forward together as a couple.
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. The curriculum and live calls will guide you through the R.I.S.E. framework: REFLECT to build awareness, INTERRUPT to clear the obstacles in the way, STREAMLINE to manage your money well, and EMPOWER to move forward with confidence, toward financial independence!
GROWTH BEYOND THE BASICS
The journey doesn’t stop after the core curriculum is over. You’ll have full-year access to weekly office hours and our topical workshops, with opportunities for extra support when you need it. Because building a strong financial future (and relationship) is worth doing right. And transformation can take time!
ONLINE ASSESSMENTS
Get quick insights from trusted tools like Money Habitudes (to understand your money behaviors and motivations) and Positive Intelligence (to identify your top “saboteurs” and how they affect your mindset, relationships, and progress).
MORE ways we’ve got you covered!
SPECIALTY COACHES
When you need extra support, we have coaches who specialize in small business finances, ADHD, career transitions, home organization—and more. We’ll connect you with the right person to help.
EXPLORE MORE RESOURCES
Enjoy a growing library of bonus resources to help you go deeper, feel more supported, and have a little more fun along the way. We’ll keep adding to this collection as the community grows.
Why Wealth Together stands out.
Most programs for couples look good on paper, until you join and realize the personal support isn’t there. You get a few calls, some videos, and you’re left on your own to make it work.
Wealth Together was designed differently. It’s high-touch, hands-on, and built so you and your partner have guidance, encouragement, and real-time help through the entire journey.
Here’s how it compares:
Early-Bird Bonuses
Join by September 15
When you join Wealth Together early, you’ll save $500 and get these exclusive bonuses:
These will give you even more personal guidance right from the start, so you can hit the ground running and see progress faster.
Extra Laser Coaching Session: One more private, 30-minute session with me and your partner to work through your most urgent questions.
Private Onboarding Call: A 15–20 minute call to get you set up, aligned, and ready before our first live session.
One Extra Done-for-You Task: Choose from a Financial Snapshot Review, Paystub Review & Benefit Selections, Debt Payoff Analysis, or Spending Snapshot Review
These bonuses are only available until September 15. After that, they’re gone.
Here’s how to join us!
$3000
Early Bird price
($3500 after 9/15/25)
$525 x 6
Early Bird price
($625 after 9/15/25)
$275 x 12
Early Bird price
($325 after 9/15/25)
Your Decision Is Risk-Free
I know joining a year-long program is a big decision. I want you to feel confident about it. That’s why I offer a 30-day satisfaction guarantee: If you attend the sessions, use the tools, and still don’t feel you’re moving forward, I’ll refund your tuition.
How to Enroll:
Click your preferred payment option.
Complete the secure enrollment form.
Watch for your welcome email with program access and
early-bird bonuses.Mark your calendar for September 22nd when your first welcome video and lesson drops.
Join us for the first live group session the following week and start building your future together!
Still wondering if Wealth Together works?
Here’s what couples have been saying…
“We’re actually having fun working on our finances together.”
You’re reframing things for us—I feel engaged in the process now, taking the lead with our money, and feeling empowered.
“I’ve started making changes with my spending so that it’s aligned with my true values—so I can do what I really love!”
“We’re more at ease and ‘in sync’ now when talking about hard stuff.”
“We have intentional things to talk about now around money, and that makes starting our conversations easier.”
FAQs
Before you decide, you might be turning over a few “what ifs” in your head. Let’s walk through them so you can see how this program really works.
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That’s okay! You share only what you choose. Many couples find that even without full disclosure, they benefit from hearing others’ questions and solutions.
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We focus on high-impact actions that move you forward. Calls are once a week, and most “homework” is simply doing the things you’ve been meaning to do — but now with support and structure.
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That’s more common than you might think. One person is often ready to take action while the other feels hesitant, overwhelmed, or unsure if it will help.
We’ll meet you both where you are. The program is designed to help couples find shared ground and make money talks less stressful. Even if your partner starts out reluctant, you can bring the tools and conversations back to them — and many partners choose to join in once they see the progress and how much calmer the conversations feel.
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Yes. Many couples join to strengthen communication and create a shared plan before problems start, or to prevent them from coming back.
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Congratulations! You may not be struggling with debt or urgent money issues but you can still strengthen your teamwork, more fully align your goals, or plan for even bigger dreams. This is not just a “fix it” program but a “build it stronger” one.
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I know how frustrating that can be. But with consistency of weekly touch points, in addition to private check-ins, I’ll be personally invested in your success.
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That’s why you get private laser coaching sessions, office hours, and opportunities for tailored feedback.
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Most programs are designed to give you information, not transformation. They give you a few calls and a library of videos, but not the consistent coaching, private support, and accountability that real change requires. Wealth Together is built for couples who want guidance at every stage, from our first call to your final celebration . Because I want to know you, remember your story, and help you keep going when it gets hard.
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Most programs are designed to give you information, not transformation. They give you a few calls and a library of videos, but not the consistent coaching, private support, and accountability that real change requires. Wealth Together is built for couples who want guidance at every stage, from our first call to your final celebrationecause I want to know you, remember your story, and help you keep going when it gets hard.
You’ve read what’s possible.
Now it’s your turn to join us.
$3000
Early Bird price
($3500 after 9/15/25)
$525 x 6
Early Bird price
($625 after 9/15/25)
$275 x 12
Early Bird price
($325 after 9/15/25)
Enroll by September 15 to save $500 plus get extra perks: An additional 30-minute private session, a quick onboarding call, and one extra done-for-you task.
30-Day No-Risk Guarantee:
Your decision is important — and so is your investment. I want you to feel confident that Wealth Together is the right fit for you and your partner. That’s why you’ll have a full 30 days to experience the program, attend live calls, and explore the tools and resources. If within that time you feel it’s not helping you move forward, simply let me know and I’ll refund your tuition. No hoops, no homework submissions — just an honest promise that you won’t be locked into something that isn’t working for you.