Extension
For High-Net-Worth Couples
Money Solved Some Problems and Created Entirely New Ones
The money is not the problem. It is the thing the problems hide behind.
For the partners with significant wealth for whom money has introduced its own complications: power dynamics, differing values around spending and giving, family expectations, and the question of what the wealth is for.
The Name It First Experience
High net worth solves certain problems efficiently. It creates others that are much harder to talk about. This workbook creates space for the conversations financial advisors skip: what the money means to each person, what it has done to the power dynamic, what you disagree about and have both been avoiding, and what the wealth is supposed to accomplish in this partnership. You will name the patterns each of you imported. You will write the power asymmetry plainly. You will produce the protocols and commitments that financial plans assume exist but rarely create. The output is not a wealth strategy. It is The High-Net-Worth Couples Charter.
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
- What does wealth actually mean in your relationship — and what has it made easier and harder than you expected?
- What are the unspoken rules in your relationship about money — who decides, who defers, what's off-limits to question?
- What do you and your partner want your wealth to be for — beyond security — and have you actually agreed on that?
Research basis
Wealth and relationship research (Grubman, Jaffe) / money scripts and financial psychology (Klontz) / power and money in intimate partnerships / philanthropy and meaning-making in high-net-worth couples / NVC on needs and values beneath financial conflict.
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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