What Every Woman in a Committed Relationship Should Know About Money Conversations

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Money, along with household chores and children, is one of the most frequently discussed topics in a marriage or domestic partners relationship. This makes sense – you deal with each daily. Yet, financial conversations can be challenging and filled with emotion at times because you and your significant other do not see eye-to-eye… each of you probably have different monetary values and goals. However, healthy money talks may actually strengthen your relationship.

When you and your partner are on the same page about financial matters, you row the boat forward together, instead of pulling it in different directions. Having the same goals will help you make the right decisions for your partnership as you chart your course.

  • Explore your money profiles and how each of you view money uniquely.

  • Understand these variances often can be a good balance in your relationship.

  • Learn to respect each other’s valid opinion though you will assume different roles managing the house and finances.

  • Embrace the power of shared goals and realize they can strengthen your efforts exponentially.

Imagine how strong your marriage can be when you have honesty and transparency about your money.

About Ivy:

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Ivy H. Menchel, CFP®, CBEC®, CDFA®* I Sagemark Consulting

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. 

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About Carrie:

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Carrie Rattle, MBA, CDFA®, AFC® Candidate I Behavioral Cents®, LLC

Carrie is a MASTER MONEY COACH focusing on money psychology, emotion, and behaviors; and a CERTIFIED DIVORCE FINANCIAL ANALYST ®. Carrie is a 30-year veteran executive with experience that spans banking and credit cards in 2 countries and brokerage in 6.  She studied with both Olivia Mellan, author of 5 critically acclaimed books and Karen McCall, pioneers in the money psychology space since the 1980’s.

*Divorce financial analysis not offered through Sagemark Consulting, a division of Lincoln Financial Advisors. 

*Behavioral Cents is a separate entity and is not affiliated with Lincoln Financial Advisors Corp. 

Rewrite Your Money Story, Change Your Life

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Do you tell yourself money stories? Is there a little voice in your head saying “you’re no good with money,” or “you’re not capable of getting a handle on your finances,” or “you’ll never manage to save enough”?

Negative, demoralizing stories like these can keep you from living a happy, healthy financial life. But positive money stories can inspire you to take essential steps toward financial wellbeing.

Kelley Holland, an award-winning New York Times/Business Week/CNBC business and personal finance journalist turned money coach, will help you change your money story and embark on a new financial life. She’ll also share practical tips and suggestions for jumpstarting your journey.

You’ll walk away with:

  • A new, empowering money story for yourself

  • Clarity about your dreams and financial goals

  • Four money moves that will launch your financial transformation!

About Kelley:

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Kelley Holland is the founder of Own Your Destiny Coaching, a life and money coaching practice. She empowers her clients, most of them women, to realize their dreams by transforming their relationship to money. Through workshops and one-on-one coaching, she helps clients conquer their money gremlins, develop financial confidence, and build healthier money habits so they can achieve financial wellbeing.  

Kelley became a coach after two decades as an award-winning business and personal finance journalist with The New York Times, Business Week, CNBC, Money magazine, and more. Earlier, she was a securities analyst for a top Wall Street firm. She is passionate about helping women find their strengths, engage with their finances, and take charge of their money lives so they can achieve their goals.

One of Kelley’s strong suits is her ability to de-mystify and explain financial concepts in clear, accessible terms. Workshop participants and clients who have worked with Kelley describe her as “an excellent coach and workshop leader” and “smart, knowledgeable, attentive, thoughtful, and witty.”

Kelley graduated from Amherst College and has a graduate business degree from the Yale School of Management. She is a Chartered Financial Analyst. She also holds an advanced diploma in coaching from New York University and is a certified positive psychology coach. She lives with her husband and children in northern New Jersey where she enjoys tough workouts, thought-provoking books, and quality chocolate.