You’ve found that special someone, yet are still trying to figure out how you talk about the “M” word (that’s money of course) without ruining the romance. You know it's smart to work together, but where do you start? Building a solid foundation of communication and partnership around managing your money and assets is crucial to lifelong intimacy, trust, and success in a marriage.
Would it be a surprise if we said money can be a discussion of dreams, not tension?
Approximately 50% percent of marriages in the US end in divorce. * And it’s believed that a major cause is money. * You're pretty sure you won't be one of these people, but you'd like to be double sure.
Would you be surprised to know there is attentive help in a small, intimate setting to learn to communicate, respect each other, and discuss the tough topics?
What are you waiting for? Start your marriage right and give it every chance to thrive!
Join our program “Committed to Last” now for 5, 2-hour info-packed sessions and exercises to help you and your significant other build the strongest foundation possible for your life together. Partner with two specialists, with breadth and depth in financial services and intimate understanding of money behaviors. Ivy Menchel and Carrie Rattle are committed to helping you succeed.
In our cozy, private classroom of only a few couples, you will not be asked personal financial questions about your own situation, yet you will find that you are not the only couple trying to figure this out.
REGISTER TODAY for this program starting Monday June 3, 2019.
What You’ll Learn in just 5 Sessions:
The program starts with “Me”, expands to “We”, and assists you in building your own roadmap of goals and good money behaviors that will support your commitment to each other. You will learn:
Why the two of you think differently about money and how to understand and respect each other,
Building blocks to create positive money conversations
How to answer tough questions such as coming clean about secret debt and the emotional “need” to keep a separate stash
New tools and exercises each week to help you and your significant other build a strong foundation
Professional guidance to craft a Roadmap that will support your commitment to each other on your marriage journey
You’ve planned the party and made the commitment. Now invest in yourselves. Give your new marriage the opportunity to flourish.
Bonus! Guest Appearance for one Session: Adam Berner, Esq. to address the benefits and uses of prenuptial and postnuptial agreements.
REGISTER NOW. SEATING IS LIMITED TO ENSURE PERSONAL ATTENTION.
“Committed”: 5 weekly classes starting Monday June 3, 2019 for only $1,299 PER COUPLE.
Don't wait! Due to the personally tailored nature of this intimate setting, these seats fill fast.
Ivy H. Menchel, CFP®, CBEC®, CDFA®*
“My purpose is to bring confidence and financial independence for individuals and families facing life-changing events. Whether it's the transfer of a business, divorce, death of a loved one, marriage or retirement, I am a financial transition specialist that can help plan for wealth while change is swirling. Each individual, each family is unique and so are their financial circumstances. With my help, clients can make sound financial decisions today that serve them well into the future.”
Ivy is a CERTIFIED FINANCIAL PLANNER™ practitioner, CERTIFIED BUSINESS EXIT CONSULTANT and CERTIFIED DIVORCE FINANCIAL ANALYST®*. She also holds FINRA Series 7, 63 and 65 security registrations and is fully licensed to provide Life and Health Insurance. She is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.
*Divorce financial analysis not offered through Sagemark Consulting, a division of Lincoln Financial Advisors. CRN-2519414-042619
Carrie Rattle, MBA, CDFA®, AFC® Candidate
Behavioral Cents, LLC
“My vision is to help people take care of themselves by ensuring they have the appropriate knowledge, emotional awareness, communication, and behaviors to safeguard their cash. My practice spans from helping professional women and couples fit good money behaviors into their everyday busy lives to guiding them through clarifying their needs and assets during divorce. “
Carrie is a MASTER MONEY COACH focusing on money psychology, emotion, and behaviors; and a CERTIFIED DIVORCE FINANCIAL ANALYST®. Carrie’s experience spans banking and credit cards in 2 countries and brokerage in 6. She studied with both Olivia Mellan and Karen McCall, pioneers in the money psychology space since the 1980’s.
**Behavioral Cents, LLC is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.
*Psychology Today, The High Failure Rate of Second and Third Marriages 2012
Adam Berner, Esq. is not affiliated with Lincoln Financial Advisors Corp.