6-Week Course
SYNC: CO-BUDGETING FOR MARRIED COUPLES
Instructor
JAY ISENBERG
Instructor
JAY ISENBERG
CORE DETAILS
- Number of sessions: 6
- Session length: 1 Hour 15 minutes
- Time: Tuesdays at 7:30pm
- Session Dates: February 28, March 7, March 14, March 21, March 28, April 3
- Fee: $300
Overview
Get ready for a transformation in the way you and your partner think and talk about your finances. In this course, you’ll complete your household’s financial vision worksheet, roleplay difficult conversations, and conduct a monthly review of your home’s finances.
What You’ll Learn
- When and how to discuss and plan for household finances
- How to use money chats to bring you closer, not apart
- Bring clarity and compassion into creating household budgets
- How to create a joint budget that honors your present and future
The Curriculum
01
Mental Models
What are your core beliefs about money? We offer tools to help you uncover the unexamined drivers of your attitude to money.
02
Assessment
Where do things currently stand with your relationship and these attitudes about money?
03
Goals
Life is not about money, but we do need money to live the lives we desire. What are your individual and joint goals?
04
Net Impact
Every decision you make has an impact on your household’s net worth. Get the tools to track and optimize it.
05
Expense
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06
Track & Review
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What’s Included
- Wealth vision worksheet
- Household finance review Excel template
- Performance assessment plan
- Your joint-goals contract template
- Accountability partners
- One-on-one coaching
- Live Q&A issue roleplays
- Homework and practice sessions
From The Instructor
JR Kanu holds an MBA from Stanford University, a master’s in Journalism from NYU and a bachelor’s in Engineering from Calvin College. His career has included time at Konga, Amazon, The United Nations, Esquire, CNN, and Black Enterprise magazine.
Armed with a strong conviction that you can live a great life no matter how much money you have, JR founded REACH Technologies, www.REACH.africa. His company builds software to help young people and companies to manage and grow their money.
JR Kanu holds an MBA from Stanford University, a master’s in Journalism from NYU and a bachelor’s in Engineering from Calvin College. His career has included time at Konga, Amazon, The United Nations, Esquire, CNN, and Black Enterprise magazine.
Armed with a strong conviction that you can live a great life no matter how much money you have, JR founded REACH Technologies, www.REACH.africa. His company builds software to help young people and companies to manage and grow their money.
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Personalized Coaching
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