Financial coaching plans for dual income couples
Tailored strategies and specialized guidance to navigate and maximize the unique opportunities for couples.
*Limited spots. Only qualified applicants accepted.
Your journey
Both of you are earning good money but where's the wealth?
You’ve done everything “right.”
You built strong careers. You earn good money as a household.
But your financial life? Still feels as messy as trying to coordinate calendars.
Money comes in. Money goes out.
Even though you both value clarity and try to stay organized, when it comes to money, you’re stuck piecing together advice from Reddit threads, YouTube videos, and articles that contradict each other.
It’s not that you’re bad with money. It’s that you’ve never had a system designed for two incomes, shared goals, and real life.
The Moneyskope coaching experience is here to change that.
The process
The Wealth Acceleration Program℠
Month 1- 2
Foundation and Clarity
We start by mapping your entire financial life and identifying where things are working, and where they’re not. Together, we establish your goals, organize your accounts, and reframe the way you think about money. You’ll walk away with complete clarity and a renewed sense of control.
Months 3 - 4
Systems and Momentum
Next, we implement a money system that runs itself. You’ll automate your cash flow, track your spending with ease, and install the habits that build wealth month after month. This is where momentum kicks in and where progress starts to feel automatic.
Months 5+
Expansion and Optimization
For clients in the Deluxe program, we shift into acceleration. We explore income growth strategies, uncover hidden opportunities, and build a personalized “Wealth Operating System” designed for long-term sustainability.
*Expansion and Optimization is exclusive to the Deluxe program. Timelines may vary.
The Value
What's Included In Your Progam
Private coaching led by a credentialed, experienced financial coach
- Bi-weekly virtual sessions every month for the duration of your plan
- In-depth assessment on your financial health and lifestyle
- Support for your goals including buying a house, starting an emergency fund, or growing your income
Value: up to $3,600
Mental wellness coach to facilitate your transformation
- 1 free visit with a coach that is an expert in behavioral change
- Ongoing support in making changes to better your finances and your life
Value: $500
Comprehensive credit review with an expert
- Ongoing consultations with experienced consultants to optimize your credit score
- Credit report review, personalized assessment, and custom solutions
- Audit of credit bureaus and creditors to improve your credit
Value: $1,000
Personalized financial diagnotics
- Structured goal-setting, habit tracking, and behavioral money diagnostics tailored to your goals
- Dynamic calculators for debt payoff, asset allocation, and net worth acceleration strategies
- Interactive, guided assessments built to transform decisions into measurable results
Value: $1,800
Messaging and ongoing support
- Get answers between visits from your financial coach
- Easily schedule appointments and access your financial metrics and diagnostics
Value: $500
Pricing plans
Choose The Option That's Right For Both of You
Premium
Structured implementation of key financial strategies tailored to make big progress quickly.
Ideal for: Couples ready to turn around their finances at lightning speed with a solid financial foundation. Cancel anytime.
Deluxe
Comprehensive financial transformation with long-term income-building techniques and strategies.
Ideal for: Couples who want to experience a significant financial transformation in every aspect. Cancel anytime.
the guarantee
Our 100% Risk-free Guarantee
If you and your partner complete the first 30 days and don’t feel significantly more confident, clear, and in control of your finances, we’ll refund your money and give you an additional $250.
No awkward conversations. No strings attached.
This guarantee isn’t a gimmick. It reflects the standard we hold ourselves to and the results we deliver.
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 my 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
Credentials That Match the Stakes
We bring institutional-level experience to your personal finances — so your money finally starts working as hard as you do.
- 12+ years in financial services, including finanial oversight for nonprofits and endowments
- World-class certifications and designations that are the gold standard of the financial industry
- Coaches who have personally built net worths in excess of $1 million in 10 years while making under $100K salary — no inheritance, no shortcuts
- Proven coaching system designed for analytical minds and high earners
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.