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Marriage That Adds
The money conversations most couples avoid, turned into warm, guided date-night talks that build one shared vision.
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- What you get
- Guided couples workbook. Money stories, values, goals, giving, budgeting as a team.
- The monthly money-date system. A rhythm you will keep.
- Money-date conversation cards. Pull one, talk, decide.
- Shared goals and net-worth sheet. Two stories, one number.
Take a look inside
See the pages you will use.
Selected excerpts from the included files. Open a page to read it, or expand the sample text below.
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Your money stories
A side-by-side exercise for each partner to reflect before talking together.
Read the sample text
Your money stories
PARTNER A
Growing up, money in my home felt…
My family taught me that money was…
The first money memory I can recall is…
PARTNER B
Growing up, money in my home felt…
My family taught me that money was…
The first money memory I can recall is…
THE BROKER’S TABLE · MARRIAGE THAT ADDS
01
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Understand your different habits
A worksheet for noticing how each partner approaches saving, spending, and planning.
Read the sample text
Which are you?
Circle: I lean SAVER / SPENDER. My spouse leans SAVER / SPENDER.
Circle: I lean PLANNER / FREE SPIRIT. My spouse leans PLANNER / FREE SPIRIT.
Where our differences have caused tension…
Where our differences could actually protect us…
THE BROKER’S TABLE · MARRIAGE THAT ADDS
02
What is inside
Two money stories, one vision.
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Your money stories
Where each of you learned what money means.
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Values and goals
Name what you both want and what you are willing to trade for it.
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Giving together
Generosity as a shared decision.
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Budgeting as a team
One plan, two signatures.
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The monthly money date
How to keep the conversation going, warmly.
Who it is for
For the couple who fights about money and is not really fighting about money.
“When couples fight about money, they are rarely fighting about money.”
Esther Jackson-Stowell
- You avoid the topic because it turns into a bigger conversation.
- You want a structure that makes the hard talk feel like a date.
- You want one shared plan with both of your names on it.
Good to know
How do I receive my files?
What format will I receive?
Is this financial advice?
Can I share it with my family?
Where should I start?
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