The Financial Coaching Session for Couples
A one-time, 90-minute conversation to help you slow down, align, and decide what matters without committing to ongoing coaching.
For couples who want a clearer way to think about money
This 90-minute session is designed for couples who:
are generally doing fine, but want a clearer way to think about money together
sense that decisions are getting more complex, even if nothing feels urgent
want to slow down and align before making changes
prefer conversation and structure over advice or prescriptions
You don’t need to be in crisis.
You don’t need to bring spreadsheets.
And you don’t need to know what you want long-term.
This session works best when both partners are willing to think out loud, listen, and leave with a shared point of view, even if the next step is simply to do nothing for now.
What Happens In 90 Minutes
This session is structured to help you get oriented, not to solve everything at once.
We use the time to slow things down, create shared understanding, and reduce uncertainty — so you can leave knowing what actually deserves attention next.
Framing The Real Challenges
We begin by talking through the questions and tensions that brought you here.
Rather than jumping to solutions, we slow down and clarify what’s actually at stake, what feels uncertain, and where decisions are getting stuck. This helps ensure we’re focused on the right challenges, not just the loudest ones.
Reviewing Your Financial Picture
Next, we look at your finances at a high level together.
This may include income, spending, assets, debts, and how decisions are currently made between you. The purpose is not to audit or optimize, but to understand the context your decisions are happening in — including constraints, tradeoffs, and patterns.
Exploring Options And Next Steps
We close by talking through possible ways to approach what you’re facing.
We may offer guidance or recommendations where it’s helpful, but the emphasis is on helping you diagnose what kind of approach makes sense and whether changes are needed now, later, or not at all.
The session ends with a clearer shared understanding, not a requirement to act.
What You Leave With
At the end of the session, you won’t have a to-do list or a financial plan.
What you will have is a clearer shared understanding of how you and your partner are thinking about money and what deserves attention right now.
Specifically, couples often leave with:
clarity about which questions actually matter at this stage
a shared perspective on priorities and tradeoffs
fewer open loops and less background tension around money decisions
confidence about whether to take a next step or intentionally pause
Nothing here is about doing more.
It’s about knowing where you stand — together — so future decisions feel simpler and less charged.
The goal is not progress. It’s orientation.
Our Coaches
Moneyskope sessions are led by experienced financial coaches who specialize in helping couples think clearly about money and decisions.
Our coaches come from professional backgrounds in finance, strategy, and client-facing advisory work.
More importantly, they are trained to facilitate thoughtful conversations — asking the right questions, reflecting patterns back, and helping couples slow down when decisions feel charged or unclear.
This is not about having the “right answers.”
It’s about creating enough structure and perspective for you and your partner to understand your situation, talk through tradeoffs, and decide how you want to approach things going forward.
Our role is to guide the conversation, not to tell you what to do.
Frequently Asked Questions
Do we need to prepare anything before the session?
No formal preparation is required.
You’re welcome to bring a general overview of your finances — accounts, income, debts, and major expenses — but nothing needs to be organized or complete. The session is a coaching conversation, not an audit.
What matters most is that both partners show up ready to talk and think together.
Will we receive a financial plan or written recommendations?
No.
This session is focused on conversation, evaluation, and decision-framing. You may leave with clearer priorities or guidance on next steps, but the goal is understanding — not producing a plan or a set of instructions.
If notes or summaries are shared, they are meant to help you remember key points from the conversation, not to tell you what to do.
Is 90 minutes really enough?
For the purpose of this session, yes.
Ninety minutes is enough time to slow things down, review your situation at a high level, and talk through the decisions that feel most important right now.
This is not about covering everything.
It’s about focusing on what actually matters.
What if we’re not sure what our main issue is?
That’s common — and expected.
Part of the coaching process is helping you clarify what’s really driving uncertainty or tension. You don’t need to arrive with a clearly defined problem.
Will you tell us what we should do?
We may offer guidance or recommendations where it’s helpful.
The primary goal, however, is to help you better understand your situation and how to approach your decisions so that whatever you choose next feels informed and intentional.
Is this a sales call or a requirement to continue coaching?
No.
This is a complete, one-time coaching session. There is no expectation to continue beyond it, and no decision is required at the end of the conversation.
Logistics
Format: Virtual session with both partners present
What to bring: A general overview of your finances (accounts, income, debts, major expenses). This does not need to be organized or complete.
Preparation: No spreadsheets or pre-work required.
Follow-up: None required.