|Session 0||Set-up a Money Date:|
|The course will begin with helping you 2 to discuss about your money together. For this we will suggest you two to go for a money date and get talking. We have discussed some games in this course which shall help you understand about money and talk to each other. Hope this date is better than any other you have had.|
|Session 1||Managing your Cash flows and putting a process in place:|
|In this session, you will learn about:|
|1||Different types of couples you can associate yourself with, financially|
|2||Number of bank accounts you must have as a couple|
|3||What is 'We' Money and 'Me' Money?|
|4||Ways in which you can manage your money as a couple|
|4||How should you contribute towards your common expenses|
|5||Putting in place a monthly saving and investing system|
|Session 2||Know the taxability of various transactions amongst family|
|In this session, you will learn how taxes will impact your saving and investing decisions:|
|1||Introducing the concept of clubbing of income|
|2||Ways to avoid clubbing of income and invest smartly|
|3||Impact of gifts received from parents and parents-in-laws|
|4||Impact of gifts received during marriage|
|4||Ways to minimise your tax liability as a family instead of focussing on individual tax liability|
|Session 3||What is the Value of the home you can afford?|
|In this session, managing money just got fun with introduction of credit cards and reward points:|
|1||Ways to manage loans/debt together|
|2||Benefits of using credit cards|
|3||Ways to maximise your credit cards as a couple|
|4||How to make the most of credit card reward points|
|Session 4||Resolve your financial conflicts:|
|In this session, you will learn about:|
|1||Identifying the potential conflicts in spending habits and how to resolve them|
|2||Identifying the potential Cashflow conflicts|
|3||Identifying the potential conflicts in investing goals|
|4||Dealing with individual goals and joint couple goals|
|5||Understanding the factors that will help you make investing decisions|
|Session 5||Start your Investing Journey|
|In this session, we move ahead to learning how to invest to achieve the goals:|
|1||Ways to achieve financial goals|
|2||Know your risk profile as a couple|
|3||How to make travel decision as a couple|
|4||Put in a place a plan to invest your periodic savings|
|5||Learn to work towards your combined portfolio|
|6||When should you hire a financial advisor?|
|7||Know your net worth|
|Session 6||Building a safety Net|
|In this session, you will learn to build a safety net for your family.|
|1||Setting up the Emergency Fund as a couple|
|2||Health Insurance for the couple, maternity cover options and getting health cover for your parents|
|3||Increasing your life insurance needs with increased responsibilities|
|4||Introducing accident policy plans and their role in your personal finances|
|Session 7||Financial Plan #2states|
|In this case study, we run through the financial plan of #2states couple (where both the partner are working) and discuss the peculiar challenges they face and how they resolve them.|
|Session 8||Financial Plan #BBB(to be married) couple|
|In this case study, we discuss the real life situation of #Rahul and # Neha (planning to get married) and highlight the various factors they must discuss so that they have a smooth financial life.|
The course is structured as a series of 4 modules which will be delivered in an online video format. Once your purchase gets through, you will get access to 1 module each Thursday. Thus 4 modules will be opened for access over 4 Thursdays.
We will also provide you with a login ID and password to access the same. You can undertake the course via two ways:
Be it dating, live-in, or marriage. Money enters all kinds of relationships at some point or the other. The moment you have a +1, the boundaries of finance get a bit blurry and messy.
Very few couples are able to work out an efficient financial routine. Whereas most struggle to find a middle ground with money. Regardless of which category you fall in, remember teamwork makes the dream work!
You don’t have to do all the work by yourself. The beauty of handling money as a couple is that you will always have a shoulder to rely on, a partner to help and a backup to balance out the risks. The game of money only gets better when you have two players on the same side, rooting for a common goal.
Learn the rules, game plans, and strategies with us to win a financially stable and wealthy future together!
Undisclosed assets, lists of debts, different spending habits, absence of savings, faulty investments can stir your relationship. Though money might seem a superficial issue in your strong emotional bond, it is capable of creating tension and ugly conflicts. Don’t believe us?
In a study done by Institute for Divorce Financial Analysis, financial issues contributed to 22% of all divorces. This makes money the third biggest cause behind the divorce. Still willing to take that risk?
Learn to coordinate your honey and money.
Get on the right footing to become a Money Powered Couple.
We start this course with rediscovery. You will get to know your partner, their views on money, your responsibilities, and goals as a couple a little better. Once you have this in place, it’s easier to arrive at a game plan of creating wealth. Our team will guide you through joint finances, sharing taxation, choosing the best investments, and fulfilling your dreams. By the end of this course, you will be able to checkmate all your financial trouble and take the treasure home!
"We attended the Honey & Money LIVE webinar from the comforts of our home. We wish that we had attended this sooner! Extremely informative and easy to understand. Even a layperson like me could comprehend all those monetary terms. We had a lot of important takeaways on our end.
We learned about managing our money as individuals as well as a couple. After the session, for the first time, my husband and I sat down and actually discussed what mistakes we were making in handling our money and how should we rectify them. The trainer, Akruti’s enthusiasm was so refreshing too. I highly recommend it.;
Hemashri & Vishal
Doesn’t it help to have a third person’s wise voice?
In this course, we play the secret helper to facilitate your understanding of each other’s perspectives and growing money together. This will enable you to find a middle ground to make the most of your money. For happy finances make a happy couple! You will not only have the best finance coaches to initiate you on this journey together but also the kindest, patient, and non-judgmental people as trainers by your side who will provide:
5 hours of learning
25 financial concepts
11 explanation videos
6 DIY financial planning tools
Monthly live Q&A sessions
Unlimited views for 1 year
30 days refund policy