WE HELP COUPLES

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SageCouple

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OUR APPROACH TO COUPLES' FINANCES

1 -- Understand

Understand how each of you thinks about money, where your outlooks overlap and where you differ. Get really good at communicating with each other about it.
Get Your Whole Financial Picture

2 -- Organize

Create a clear picture of your entire financial situation so you both know where you stand. Assess how you each spend money and how you manage credit.

3 -- Act

Set your financial goals based on your life vision. Create a budget you can actually stick to. Decide if and how to combine accounts. Agree on roles and responsibilities.

 

A simple way to understand how you and your partner think about money.

  • Find out what makes us tick – The 5 Part Money Brain.
  • Get a custom profile of your own Money Brain using our unique assessment.
  • Uncover just how similar or different you and your partner are when it comes to money.
SEE A SAMPLE 30+ PAGE REPORT

Money partnership is not just facts and figures.
It’s two people building a life.

Some of the things we help you do:

  • Create a personal balance sheet and income statement.
  • Translate your life vision into short-term and long-term goals.
  • Write actionable next steps to reach your goals.
  • Create a budget you can actually stick to.
  • Set up a financial tracker so you always know where you stand.



Not Your Dad's Financial Planner

A different kind of financial counselor.

  • We’re small and nimble.
  • We keep things fun and like to laugh.
  • We’re on a mission to empower couples with strong financial skills.

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Get Some Sage Advice

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