Want to get on one page with your partner for your household finances?
Learn together to create a 1 page Intentional Money Plan, so you are both in control of your household finances.
Did you know that most Australians live pay to pay, even when they earn "good" money?
Let's show you how to increase your income (without working harder), reduce expenses without cutting out the things you love, and create an Intentional Money Plan that is in line with your whole family's needs and wants.
APPLY NOWTHERE IS A WAY TO SHARE THE BURDEN
You Can Create Your Spending Plan
Learn the formula to optimise your household finances and use it to:
- Increase your income, without giving up precious hours.
- Retire early without giving up the comforts you’ve worked hard for.
- Leave a legacy of wealth behind for your children.
- Spend money on the things that matter to you.
- Live the financially free life you’ve always dreamed of.
Yes, It Really Is Possible!
With Couples Money Mentoring, you’ll learn how to finally take control of your financial future, by having conversations with your partner about what's important for you, so that you can be on the same page about where you are now and where you want to head.
ENROL NOW
In The Next 3 Months, You Could…
- Have open and frank conversations about spending habits
- Build teamwork to focus on what's important for your family at your stage of life
- Save money for things that have been on the list for years
- Be communicating about your finances, with more impact than ever before
- Build upon each module to create your unique plan
- Be following your one page money plan
Having a mentor to be a third party can make all the difference. We’ll meet up and create your own plan in Couples Money Mentoring sessions.
INTRODUCING
Couples Money Mentoring
You Are Ready To Take Control of your Household Finances?
This program will support you and your partner to come together, to discuss your dreams and goals, and re-ignite your relationship. You’ll learn how to:
- Create your One Page Money Plan, which is easy to follow, and easy to tweak when your circumstances change (no spreadsheets)
- Focus on the important things, so that it's easy to cut out the less important spending
- Work out a plan for your future, understanding where you are at now and build in where you want to be
With a simple shift in your mindset and some smart money practices, you could start living the life of your dreams.
Sign up any time and have 3 months to work with me on your team.
What's Included In Couples Money Mentoring?
MODULE 1
Focus
Delve deep into what's important for you and the family, taking into account your values and what you need to feel successful. Work out:
- What you want to focus on, to bring more love and happiness into your family
- How you can set up your bank accounts so that your focus is what you aim towards
- Why this is important to your family to achieve, to keep it front of mind
You’ll finish this module with focus in mind of what you want to achieve as a family, and how to get there.
MODULE 2
Reviewing your Income
While most people think the only way you can earn more money is to work more hours, we will brainstorm other ways for this to work with your family. You’ll learn:
- How to increase your income without working harder
- What you will do with your money when you have earned more
- How it might impact your tax position (if applicable)
You’ll finish this module with open-minded ways of thinking about different ways to increase your income.
MODULE 3
Review Your Costs
The most impactful way of taking control of your household budget is to reduce costs. We cover:
- How to review your costs to prioritise the ones to keep
- How to cut out the least important costs easily
- Why spending money on things you love is preferred to cutting everything
You’ll finish this module with a plan to cut costs and be more intentional with your spending.
MODULE 4
Banking
Having a banking system that works for your family is key. What works for others might not work for you, so we find out the best way to set up bank accounts In this module, you’ll learn:
- How to name your bank accounts so that they mean something
- How you can divide your income into the different bank accounts for their specific purpose
- How to outline the plan on one page, so it's easy to refer back to and stay on track
Create your intentional money plan that's easy to tweak if circumstances change.
MODULE 5
Financial Position
Knowing what you own and owe, as well as what's a "good" investment will help you make decisions about where you want to invest your time and money. Learn about:
- How to create your sideways balance sheet to review your financial position
- What the terminology is so that you can talk to a bank / finance company with ease
- How to assess your current wealth situation, and how to monitor it in the future, including debts
You’ll finish this module with an understanding of how to get your ducks in a row.
MODULE 6
Future Planning
Getting on the same page with what your future looks like is important to healthy decision making. In this module, you’ll learn:
- What your next change of life might be (move house or town / retire / send kids away to school... and how to prepare for that)
- How to start thinking about your retirement goals
- Who you need to call on next for support with your financial goals
You’ll come away with a bigger picture for living your life together, and how the money fits into that.
Couples Money Mentoring Is For You If...
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You are struggling to get on the same page about how to manage money
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You have been chatting about life goals but not sure how to make it work
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You are ready to plan the transition to a new phase of life (retirement / sending kids off to school / moving location)
- You want to make the most of your money and know that things will work out when this happens because you have planned for it (or a version of it)
- You earn "good money" but feel like you can do more with it
Are you ready to work together to come up with a plan?
YES, I WANT IN!NICE TO MEET YOU
I'm Jodi Porteous
As an accountant, you would think that we get taught money management skills? Nope.
I have had to learn the hard way - and now I am here to teach you what I have learned about managing money.
My husband is the spender and I am the saver, and it became clear that with a few discussions, plans and boundaries, we could work together to create our dream life.
"Things have changes between J & I. Since we had that discussion about putting money aside for moving, we have been closer, had more fun, and been open with one another about a host of things. So, thank you. Thank you for opening up that communication."
- K & J
"Last week we successfully paid out our 7 year car loan 4.5 years early. When I called to close the account, the finance person couldn't believe how we could pay it out so quickly"
- C & G
"Worthwhile doing this course with Jodi, highly recommended to get on top of your finances"
- Y & L
GET STARTED TODAY!
Couples Money Mentoring
TIME REQUIRED
This is a 6 x 45 minute or 3 x 1.5 hour investment of your time. Meetings are scheduled online so that you can work together, even if apart. The sessions are to be completed in a 3 month timeframe.
SUPPORT & RESOURCES
You will receive workbooks on email and access support via a What'sApp or Messenger group for you and your partner, as well as the sessions for 3 months from the first session date. There may be other resources available depending on what you require.
7-DAY MONEY-BACK GUARANTEE
If you aren’t completely satisfied with Couples Money Mentoring, let us know within the first 7-days for a full refund. No questions asked. Only available if first session has not been attended.