“We’ve tried budgeting before, but it never sticks. Plus, it’s boring!”
“I try to save money, but she’s a spender.”
“When he questions what I spend, I feel like he doesn’t trust me or understand how much things really cost.”
“It’s been years since we’ve even talked about our dreams for the future. It seems kind of pointless when don’t have any extra money.”
There’s no question – Money is a huge issue in your marriage.
Managing the family finances can create a lot of stress, so it’s no surprise that money fights are the #1 cause of divorce.
Getting debt free was one of the most rewarding experiences in our marriage. Along our bumpy road, we learned how to budget effectively, save on our spending, earn more income and ultimately how to live with contentment and plan for the future we want together (and start to live it).
It took us many years to get our money on track through a lot of trial-and-error and many missteps. Fortunately for you, there is a “fast track” option that I’m proud to be able to offer you today.
I’m excited to share that help is on the way – real, practical help that I know is going to give you the money plan and fun tools you need along with a lot of excitement to put it into action.
We’re hosting a very special online event called “How to Get Control of Your Money & Create the Future You Desire Together.”
I’ll be joined by my go-to resource on this topic – Ann Arceo of Savvy Duo Financial Planning, Inc. – who will be our main presenter. Ann has helped couples across the world get on the same page with their money so they can be happier now while preparing for an exciting future enjoying their dreams together. Here’s a brief bio:
Ann Arceo is a Financial Planner and President of Savvy Duo Financial Planning, Inc. Savvy Duo Financial Planning, Inc. provides affordable flat fee financial planning to newlyweds and couples.
Ann began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas. The firm catered to high net worth individuals. Ann worked with the firm’s President to train the financial planners. She developed a new method of training to help the advisors learn to deliver technical financial plans in an easy, “plain English” format that clients would understand.
She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients.
Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria, and she is currently working towards earning her CERTIFIED FINANCIAL PLANNER ™ designation. Ann lives with her husband in Los Angeles. They enjoy spending time with friends, hiking, hanging out at the beach and of course planning their financial future together!
Here’s a sneak peek of what we’ll be covering in this live workshop:
- How to create a financial plan together that works using SMART goals
- How to create a simple, non-boring budget using the 3 bucket system
- How to pay off debt quickly & start saving $$$ right away
- How to start a savings & investment plan to support your future ambitions
- How to discuss money with your honey – so you can be happy now while you create the future you desire…TOGETHER!
We’ve decided to keep the cost of this workshop very reasonable, and in addition to some awesome “take action tonight” live training and lifetime access to the recordings of the event, you’ll also have the opportunity to ask any question you’d like of Ann and me.
Plus, Ann is including copies of TWO of her company’s most popular money resources for couples – The Savvy Duo Guide to Getting Financially Intimate with Your Partner workbook/video and The Savvy Duo Budget Tracker for everyone who joins in the fun.
The live event takes place on Thursday evening 1/23, but if you already have plans, no worries – everyone who registers gets a full recording (both video and audio versions) to enjoy at your convenience and you can submit questions in advance.
That said, we have to limit the number of “seats” to the event because our webinar service can only accommodate so many live attendees, and we want to be able to respond to every question that’s submitted personally and thoroughly. So grab your seat soon.
By the way, I’m all about delivering the goods and making sure you love your experience with this event. So, even though I’m sure you’ll love what Ann has to share, I’m covering all attendees with a 100% guarantee. If you’re not blown away by the workshop, I’ll refund your money – and you can keep both the Budget Tracker and Guide to enjoy!
I’m so excited for this third Engaged Marriage “How-to” Workshop, and I hope you will join us for a marriage-enriching event!