• Committed to being a financial team, but find you speak different financial languages?
• Stuck in the day to day of life and struggling to make meaningful financial progress together?
• Lacking financial routines that help financial management fit easily into your busy lives?

WE WILL help you increase your financial understanding and strengthen your teamwork through personalized, flexible, and affirming financial coaching. We’ll do this step-by-step, meeting together for an hour twice a month, building the next step of financial knowledge each time. You’ll improve your communication, create a joint vision, and establish processes to help you make progress together. Our clients experience increased satisfaction in their partnership due to improved communication, healthier financial decision making, and clarity about their present and future. Together, you’ll immediately begin to gain understanding and will typically see progress within 3 months.

 WORKING WITH COPPER SEED, YOU’LL

• CLARIFY – We’ll start by creating a clear understanding of your current financial picture and the role of each financial tool.
• FOCUS – You’ll develop a clear life vision. How do you envision each stage of your life? A clear vision allows you to bring those pieces into reality.
• FLEX – With a deeper understanding, you’re better prepared to meet those unexpected challenges that life brings and capitalize on opportunities.
• BUILD – We’ll establish a plan to meet today’s needs while you devote the time, energy, and money to materializing your future vision.
• MAINTAIN – As you step forward through this journey, we’ll give you tools to track and maintain progress.

$500/MO

Depending on complexity, most clients immediately begin to gain understanding and will typically see progress within 3 months.