32 | How Financial Coaching Transformed Amy and Jennifer’s Joint Finances

When I first met Amy and Jennifer, they hadn’t ever put much forethought into their finances in their 23 years together. They didn’t manage their money together, set goals together, or even think through their spending together. They had dreams, but they had no idea how to reach them financially. Learning how to discuss and manage their finances as a team helped them transform their relationship with money. During our ten months working together, Amy and Jennifer learned how to have honest, productive conversations about their finances. Amy was able to hand over some financial responsibility, Jennifer quit her job to start her own business, and their entire family made a long-awaited cross-country move – all because they started looking at their numbers together. This shift has allowed Amy and Jennifer to reach a level of financial stability they never thought possible. In our conversation today, you’ll hear how they transformed their financial situation by working on their individual and joint money mindsets. You’ll see that managing money with your partner isn’t about controlling one another, but instead about empowering each other to make smart, fulfilling money decisions. In this episode, you’ll learn... How and why Amy and Jennifer decided to invest in a financial coach [0:58] How Amy and Jennifer used to manage their money, and how it affected their relationship [4:25] Why shame-free financial coaching is key for making a real, lasting change [7:28] How to show up confidently for your money, no matter how much of it you have [13:09] How value-based budgeting allows Amy and Jennifer to spend without guilt or shame [18:49] How they learned to have honest conversations and divide financial responsibility as a couple [22:40] What it feels like when you finally start to develop financial confidence [25:46] How Amy and Jennifer’s financial transformation has impacted their kids [30:34] How financial coaching helped their relationship become even stronger [34:23] Tune in to this episode to learn about managing your money with your partner and becoming a financially confident couple. Get full show notes and the episode transcript: https://wealthovernow.com/how-financial-coaching-transformed-amy-and-jennifers-joint-finances