You want to take control of your money, and you want to learn to do it right.
You feel stressed thinking about money and want peace of mind.
Your salary should be enough to cover expenses, but it disappears towards the end of each month. You often find yourself tapping into savings, or even credit cards to get through the month.
You want to acquire skills for saving, spending, and budgeting your money.
Your financial reality feels out of control.
You make financial decisions knowing they are swayed by your emotions, but you can’t help it. You want to increase your income, but don’t know where to start.
Your debt keeps increasing, and worse, making more money isn’t helping.
You want to have more effective money conversations with your spouse.
Momentous changes and occasions are happening all at once: new house, weddings, bar mitzvahs…good things, but…woah!
You do best with ongoing accountability. You know it’s the only way for you to master and maintain your new skills.
You need a significant shift in how you’ve been managing your money as a couple. You want to reverse the discord that’s part of every conversation.
You collaborate with many professionals (i.e., financial planner/advisor, accountant, credit counselor, mortgage broker, divorce attorney) and want to ensure a coordinated approach.
You are facing a major life change, such as: retirement, new business, or divorce, and you need guidance.