Home Optimise your finances Couples Coffee Club Who is Jodi? Blog Login

Keeping families together by providing training and guidance on money management, budgeting, planning and dream-building.

Money Matters Workbooks

Buy the workbooks as standalone E-Books that don't have any support built in.  Great for people who need a refresher with their finances, or as a way to get started with their first taste into setting up budgets.
Designed for couples in mind, to have great money conversations.

Work together on your finances!

If you are ready to work with your partner to set up your finances, then these workbooks are for you.  There's no videos, no extra logins, just download the workbooks and use them as conversation starters and prompted guidelines to get started on your Intentional Money Management Journey.It's a really practical way to set up your finances, without complicated spreadsheets.

$75.00 AUD

Money Matters: Household Budget workbook

This workbook is for you if you are ready to start reviewing your financial situation and not sure where to start.  It will guide you through a series of activities to work through with your partner, to find the things to focus on, review your costs and set up a banking plan that works for you, providing inspiration and examples to follow.

$49.00 AUD

Money Matters: Financial Future

This workbook is for you if you have got your daily budgets sorted, but want to expand your knowledge on your overall financial position - such as how your investments are tracking against your debts, knowing more about your superannuation and setting up a plan for your future using some goal setting techniques.

$49.00 AUD

For Couples who don't see eye to eye on finances but want to work as a team:

 MONEY MATTERS

Money Matters Program

The Money Matters Program steps through practical techniques to manage your finances simply, to create a plan for the future that doesnโ€™t compromise your current lifestyle.  Work out what's important, connect with your family to prioritise spending, and review what you are currently doing to see if there's any tweaks to be made. Create a Dream list of all the things you want to accomplish and the legacy you want to leave, and then work together to create the plan. Use the Step-by-Step guides and associated digital training & extra resources to work through the program in your own time.  Join the fortnightly support calls to enhance your learning and get up to date tips. Release the burden of having to deal with your finances all on your own, and get the support you need to do it together.

$776.00 AUD

VIP Money Matters - personalised couples sessions

This VIP option allows you to work together as a couple (or a single person - if you choose) to come together on the same page to achieve the goals and dreams you both desire. Perfect for double income families, who are struggling to communicate their wishes for their money, or who have goals but not sure how to set up their finances to make it work for them. Money management is extremely personal, and with a guide to help ask questions to see what you have tried in the past and what works for you, to show you new ways and to keep you accountable for 3 months so that you are continuously working on your money for this time, you will reap the rewards and see the benefits of good communication and planning in respect of your money management.

$1,650.00 AUD

Would you like a presenter at your next workshop?

I am available to present on a variety of topics in money management, based on the courses I offer.  Get in touch to see what we can offer for your attendees.

In person or online webinars available.

Workshop booking form