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Session 1:
1It’s all about you. Review your money personalities so you can understand your money behavioural style. What about your partner, are you the same or different? The process of change and why it is hard. Then homework to step you outside your comfort zone.
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Lecture1.160 minutes
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Session 2:
1: Your Money Memories. What is your money history that has lead you to where you are now? Are you living your own financial relationship or that of your parents? We also start looking at your personal finances and how you run your financial life.
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Lecture2.160 minutes
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Session 3:
1Number crunching time. We review your income and outgoings, your bank accounts and their structure and appoint the Household Banker. We calculate the household income, expenses and look at the different types of payment. In our exercise we begin to find out just how much money you really spend.
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Lecture3.160 minutes
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Session 4:
1Your money beliefs and what drives you. Is it love, power or freedom? Where these beliefs come from and how false beliefs can derail you. What is your Financial Relationship Index? And what do we mean: Beliefs drives Behaviours, Behaviours drives Results.
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Lecture4.160 minutes
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Session 5:
1Now you have looked at yourself, it is time to combine the two of you and understand the gender and stereotype differences between men and women. You will hold a mirror up to your financial relationship and complete the Financial Infidelity questionnaire. The Money Dump exercise will release all the frustrations you have with each other so you can move forward.
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Lecture5.160 minutes
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Session 6:
1We pull everything we have learned so far and put it into practice. What communication style is going to work best for you? Understand Needs, Wants and Strategies and build your ‘Money Plan’. What is a financial date night and how do you have them? Set a goal so you have something to work towards.
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Lecture6.160 minutes
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Session 7:
1A follow up Session on a topic of your choice, any time within three months of completing Session 5.
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Lecture7.160 minutes
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