A Clear Process for Handling Money Together
Moneyskope provides process-focused financial coaching for couples who want a clear, shared way to handle money.
Why a Shared Process Matters
Most couples do not struggle because they lack information.
They struggle because they lack a shared process.
When two incomes, shared goals, and real-life tradeoffs collide, decisions pile up quickly.
What to prioritize.
When to act.
What to ignore.
What can wait.
Without a clear process, these questions get revisited again and again. Often with new information, new opinions, and new tension each time.
Without a process, even simple decisions carry more weight than they should.
Moneyskope helps couples establish a clear and repeatable process for handling money day to day.
That process creates consistency in how money is managed and provides a shared framework for making decisions as circumstances change.
Our role is not to tell you what to do.
It is to maintain the process so both partners are working from the same framework, using shared assumptions, and approaching money consistently over time.
How Complexity Shows Up Over Time
Every engagement begins with the same underlying process.
Early on, that process is applied to day to day money management and routine financial decisions.
As circumstances change, some couples encounter situations with more variables and higher stakes.
The underlying process stays the same.
The demands on it increase.
These decisions may involve:
- Income changes
- Career transitions
- Side projects or businesses
- Higher-stakes timing tradeoffs
When complexity increases, the engagement expands to support those additional demands using the same process, applied more deeply.
Coaching & Pricing
Core
Month to month. Cancel anytime.
Core covers foundational financial decisions where complexity is limited and variables are well defined.
This includes establishing the shared decision process, clarifying priorities, and applying that process to core household financial decisions.
Core applies when decisions involve fewer moving parts and do not extend into income generation, business activity, or higher-stakes tradeoffs.
Core Plus
Month to month. Cancel anytime.
Core Plus includes everything in Core.
It extends the same decision process to decisions with greater complexity where more variables, uncertainty, or tradeoffs are involved.
This typically includes income changes, career transitions, side projects or businesses, and other decisions where additional analysis and coordination are required.
How Scope Is Determined
Scope is confirmed collaboratively during the clarity conversation, based on the types of decisions you’re navigating rather than ambition, goals, or desired outcomes.
There is no upsell during the engagement.
The scope is agreed on before moving forward.
Is This A Fit?
This is likely a fit if you...
- Earn good money as a household but feel stuck revisiting the same decisions
- Value structure, clarity, and shared reasoning over quick answers
- Want a consistent way to make decisions together as complexity increases
- Are comfortable with teamwork and accountability
This may not be a fit if you...
- Are looking for investment advice or product recommendations
- Want someone to tell you exactly what to do
- Prefer one-time plans over ongoing decision support
- Are not ready to engage collaboratively as a couple
Our 100% Risk-free Guarantee
If, within the first 30 days after beginning the decision process, you feel our coaching is not aligned with your needs, we’ll refund your payment. This assures you can explore the process without financial ambiguity.
There are no strings attached and no awkward conversations.
Testimonials
What our clients are saying
I went from having a very stable, prestigious job to unemployed in just 3 weeks notice. Alex took the time, asked questions and did everything he could to understand our financial situation. He wanted to know about my lifestyle, helping set a budget based on what worked for me. This was the first time in my life that I was able to set a monthly budget. In some of the hardest weeks of my life, someone I barely knew became my teammate and assured me that I was not alone.
My wife and I consulted Moneyskope for purchasing our first house. We had so many questions and we didn’t know where to start. After our consultation, not only did we have all of our financial questions answered, we also knew exactly what our budget should be and what unexpected finances we should plan for. We’re so thankful for all the help we received, and we can’t recommend Moneyskope enough. We’re already planning on using their services again to plan our future.
Working with Moneyskope has been a financial game-changer for us. With Alex's expertise and guidance, we have been able to navigate some difficult financial decisions. Alex has taught us to set goals and think critically about our purchases and how they impact our overall budget. He is never judgmental, and his honest approach has enabled us to set realistic goals.
Our Coaches
Moneyskope coaches help couples establish a clear and repeatable process for handling money.
They bring real world experience from finance, analytics, and advisory environments where decisions are made under uncertainty and structure matters. That experience informs how coaching is delivered.
The coach does not give advice or make decisions for you. Their role is to maintain the process so both partners are working from the same framework and handling money consistently over time.
Because the authority sits in the process rather than the individual, the experience does not depend on personality. The same standards apply regardless of which coach you work with.
You should expect your coach to be calm, neutral, and direct. Their responsibility is to surface tradeoffs when they matter and keep money management from drifting into confusion or avoidance.
Frequently Asked Questions
What exactly do I get with financial coaching?
You get a personalized, hands-on partnership to help you grow your net worth — fast and sustainably. That includes:
A custom financial system tailored to how you think
Strategic guidance on debt, cash flow, savings, and salary growth
Automation of your money processes so nothing falls through the cracks
Expert insight from a credentialed coach with 12+ years in the financial industry
We meet regularly (via video), and between sessions, you’ll have access to frameworks, tools, and messaging check-ins to keep you moving forward.
How is this different from a financial advisor or planner?
Most advisors are focused on investing your money. We help you build money to invest in the first place.
We’re not here to sell you insurance or manage your portfolio. Instead, we act as your strategic partner — helping you make smart financial decisions across spending, saving, debt, income growth, and long-term planning. And unlike most “coaches,” we are credentialed, experienced, and effective, bringing institutional-grade expertise to your personal finances.
Do you work with individuals or just couples?
We work with both. While many of our clients are couples navigating how to align on money goals, combine finances, or set up systems, similar principles apply to individuals as well.
Will this help if I already make a lot of money?
Absolutely — income is not the same as wealth. Most of our clients earn six figures or more, but many aren’t building net worth as fast as they should be. This program helps you turn strong income into lasting financial growth, using systems designed for high performers who are tired of guessing.
I’m not sure I can afford coaching. What should I do?
If you’re earning well but aren’t sure where your money is going, that’s exactly why coaching exists. We help you identify leaks, optimize your cash flow, and get your finances working like a machine. That said, this is a high-commitment service — and we’re not the right fit for everyone. If coaching would create financial strain, it’s probably best to wait and come back when the timing is better.
What kind of results can I expect? Is there a guarantee?
We can’t guarantee exact dollar outcomes — your results will depend on your income, behavior, and follow-through. What we can promise is a proven system, expert guidance, and a clear roadmap built around you. Clients who commit to the process often see major improvements — some over $100K in net worth growth within a year. But we only work with those ready to take ownership of their outcomes.
I’ve worked with a coach before — how is this different?
Most coaches focus on mindset or motivation. We focus on systems, strategy, and measurable financial results. You’ll work with a credentialed expert who’s managed real portfolios, advised organizations, and built a 7-figure net worth personally. This is financial coaching for people who want to win with money — not just feel better about it.
Want to learn more?
Our team is standing by to help answer any questions you have about growing your wealth.