Money can be one of the biggest sources of stress in a relationship — but it can also be one of the strongest foundations for partnership. Money & Marriage helps couples build confidence, clarity, and connection around their finances, whether you’re engaged, newly married, or simply ready to get on the same page.
You’ll learn how to talk about money openly, make decisions together, and create a shared plan that reflects your life goals and values. From wedding planning and joint accounts to taxes, debt, and long-term investing, this program gives you the tools to grow together — financially and emotionally.
Because building a life together means building your financial future together, too.
What is Money & Marriage?
Momentum’s Money & Marriage program is a 6-month hybrid group and individual financial planning program for couples to plan their financial futures together.
Ready to sign up? Set up a “Get Started” call with Sarah!
Who Should Enroll:
Couples thinking about marriage and wanting to build a strong financial understanding
Engaged or newlyweds preparing for financial life as a team.
Married couples looking to get on the same page and create a shared financial plan
What’s included in the Money & Marriage program?
Live monthly group educational calls with Sarah and other couples in the same life phase as you (Check them out below!)
Monthly office hours with Sarah throughout the entire 6-month program
2 60-min 1:1 calls with Sarah (and your partner, of course) throughout the program to help apply what you’ve learned
Full access to Financial Foundations course
Sarah’s comprehensive Financial Life Workbook template to work through with your partner together throughout the program
Access to Momentum’s financial planning software to model different financial life scenarios with your partner
Community of like-minded couples to ask questions, share stories, and learn together
Money & Marriage Modules By Month
Month 1: Money Talks — Conversations and Financial Alignment
Because every financial plan starts with a real conversation.
Goal: Establish open, judgment-free communication around money, and help couples align on core money values and life goals
Topics:
Understanding each partner’s background, beliefs, and money stories
How to talk about money with your partner — without conflict
Finding common ground and shared direction
Understanding each other’s financial numbers and starting points
Month 4: Planning for the Wedding and Goals Beyond
It’s not just planning for life — it’s planning for life together.
Goal: Introduce wedding planning and long-term financial planning as a shared endeavor.
Topics:
Saving for shared goals (like travel, a home, or the wedding)
Emergency funds, savings goals, and retirement
Planning financially for your wedding
Buying a home or making other big financial decisions together
Kids, caregiving, and future financial transitions
$3,299
Month 2: Tackling Day-To-Day Finances as a Team
Spending tracking isn’t a constraint, it’s a foundation you build together.
Goal: Give couples practical tools for managing day-to-day finances together.
Topics:
Reviewing options to combine (or not combine) day-to-day accounts
Joint, separate, or hybrid systems: what’s right for you
Building a couple’s budget around shared goals
Tracking spending together transparently
Roles and responsibilities: who pays what
Tools and apps for shared budgeting
Month 5: Optimizing Your Investments and Taxes
Money is math — make your money work as hard as you.
Goal: Make the most of your money by investing and planning for taxes
Topics:
Creating your investing strategy with both of you in mind
Walk through how investing works and how to use it to your advantage
Creating an Investment Policy Statement you can both stick to
Taxes: how to update your strategy based on your relationship status
Ready to get started? Schedule a “Get Started” call with Sarah now!
Month 3: Assets, Debts, and Financial Accounts
Your past doesn’t define your future — together, you choose the path.
Goal: Organize your accounts together with the future in mind.
Topics:
Addressing individual and shared debt
How to handle old accounts
Implications of pre-marriage and post-marriage accounts — and what to do about them
Discussing if a prenuptial agreement makes sense for the two of you
Month 6: Building a Lasting Financial Partnership
Money isn’t just math — it’s maintenance, mindset, and mutual respect.
Goal: Create systems and rituals for ongoing financial communication
Topics:
Insurance, wills, and estate planning considerations for couples
What to do if you’re starting from uneven footing
How to handle money if you’re not planning to marry but are just as committed
Maintaining alignment as life and finances change
Building lasting financial trust and teamwork