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The Couple's Money Workbook
Before the Financial Plan — The Money Conversation
You are not fighting about money. You are fighting about whose definition of safety wins.
For the couple building a financial life together who needs the money conversation to happen before the money plan, whether newly partnered, recently married, or long-established and finally getting aligned.
The Name It First Experience
A financial plan tells you what to do with money. It does not tell you why your partner panics when the balance drops or why you feel controlled when someone else spends. The Couple's Money Agreement goes into that territory first. Through seven chapters, you trace where your money beliefs came from, name your fears, and articulate shared financial values before the plan gets built.
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 financial peace actually look like for you — and is that different from what it looks like for your partner?
- What money story did you grow up with — the messages about scarcity, abundance, safety, or worth?
- What does money represent to you — security, freedom, status, love, control — and how does that show up in your shared finances?
Research basis
Gottman's research on money as a top source of perpetual conflict in couples / Rosenberg's NVC framework on moving from positions to underlying needs / Klontz's financial psychology research on money scripts and inherited money beliefs / Shapiro on couples and money as a relational issue / Archuleta on financial therapy and the emotional dimension of financial decisions
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.
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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.
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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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