Kit
Financial Independence Workbook
A Money Workbook for Every Adult in a Partnership
You share a life. That does not mean you share a financial identity. Name what belongs to you.
For the Any adult in a partnership who wants to name and build their own financial identity — separate from the joint financial picture — including what they own, what they earn, what they owe, and what financial independence looks like for them specifically.
The Name It First Experience
Inside a partnership, money gets shared. Accounts merge, expenses overlap, and somewhere along the way your financial identity blends into the joint picture until you cannot see where it ends and you begin. The Financial Independence Plan maps what belongs to you specifically: what you own, what you earn, what you owe, and what financial independence looks like for you as an individual. This is not a separation plan. It is a sovereignty plan — built inside the partnership, not against it. Work through your money inventory, map your money patterns, draft an agreement with your partner about financial identity, and sign Your Financial Independence Plan.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- Do you know, right now, exactly what you own, what you owe, and what you earn — as an individual, separate from your partnership's shared picture?
- What does financial independence mean specifically for your life — not the general concept, but what would actually change if you had it?
- What money pattern are you in right now that is costing you time, autonomy, or peace of mind?
Research basis
Grounded in financial therapy research by Megan McCoy and John Grable, relational money dynamics work by Rachel Cruze, and couples financial independence frameworks from the Financial Therapy Association.
Choose your format.
Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$19.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
Not available
Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
Not available
Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$9.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
Not available
Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
Partner Pair
Built for two. You each work your own copy, on your own time — then you bring them together and compare, one answer at a time.
The comparison is the conversation.
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