Are you unsure of how to talk about money with your partner, spouse, significant other? 

When Dani and Ari got married, they knew that merging their lives meant merging finances. What they didn’t anticipate was how much emotional weight those conversations would carry. Like many newlyweds, they had different upbringings, different financial habits, and, as they soon realized, a handful of unspoken assumptions about money.

At first, their attempts to discuss finances felt more like navigating a minefield than building a future together. Every conversation seemed to trigger stress, uncertainty, or defensiveness. They wanted to create a financial system that felt proactive rather than reactive—one built on transparency, shared goals, and a sense of partnership. But no matter how many spreadsheets they made or how many “money talks” they scheduled, something always felt off.

That’s when they decided to work with AJ.

What Couples Financial Coaching Did For These Newlyweds:

From their very first coaching session, something shifted. AJ didn’t just hand them a budgeting template or tell them to track their expenses—she helped them see the deeper patterns at play. One of the biggest revelations? The “tough” financial conversations they were avoiding weren’t actually tough at all. They simply lacked the right tools and language to have them productively.

With AJ’s guidance, they started identifying the real source of their financial stress. It wasn’t about the numbers—it was about the stories they had each internalized about money. Childhood lessons, past experiences, and societal messaging had all shaped their financial behaviors in ways they hadn’t fully acknowledged. The moment they named those patterns, everything changed.

Instead of feeling guilt or shame about past decisions, they were able to shift their focus toward building something intentional—together. With a newfound understanding of their financial triggers and a clear, structured plan, money conversations became less about conflict and more about collaboration.

Now, instead of avoiding difficult discussions, Dani and Ari face them head-on, armed with the tools they need to make decisions with confidence. They’ve built a financial system that reflects their values and long-term goals, allowing them to budget intentionally, make data-informed choices, and strategize for both the present and the future.

Most importantly, they no longer feel overwhelmed by money. They feel empowered, knowing that no matter what financial challenges come their way, they have the skills, structure, and partnership to handle them—together.

Looking to jumpstart financial conversations with your partner? Download our Financial Transparency Questions today!