A man and woman eating burgers in a restaurant with bokeh lights in the background.

END THE VENMO STREAK

Financial Planning For Premarital & Newlywed Couples

A financial planning program designed for couples who want to get organized and confident with their shared money. Finally get answers to those everyday questions like, 'How much can I spend without checking in?' and 'What’s our actual grocery budget?’.

YOU’VE OPERATED SOLO UNTIL NOW

Merging Finances Can Lead To Questions, Unexpected Details, and A Shift In Personal Freedom

A smiling couple grocery shopping together ad discussing how to stay within budget.

Merging finances can stir up way more than you’d expect—like realizing you have totally different takes on what counts as ‘essential,’ or suddenly feeling weird about every coffee or online order showing up in a shared account.

It can surface habits you didn’t know you had, and even change how free you feel with your own spending. One of you might love budgeting, while the other avoids their bank app like the plague.

It can feel like you’re losing a bit of freedom, and even small money stuff can turn into bigger conversations you weren’t planning on having.

A newlywed couple at a kitchen table creating their budget for the month in Columbia, SC.

But Talking Money Doesn’t Need To Kill The Mood

CREATE A FINANCIAL FOUNDATION THAT SETS YOU UP FOR SUCCESS RIGHT OUT OF THE GATE CHAPEL

Three-section pie chart with yellow, teal, and green segments that represents appropriate spending for couples who are new at budgetting.
Illustration of three floating green dollar bills
Red and white target with an arrow hitting the bullseye
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Get on the same page with knowing your numbers!

Know exactly what bills are getting paid when and how every dollar is spent

Learn what financial goal you should be working towards and create a shared vision.

Become a team with your money instead of enemies (not that you ever would).

HOW THIS PROGRAM WORKS:

01

We begin by gaining a clear understanding of both of your financial situations—reviewing income, debt, expenses, and spending habits. From there, we’ll identify your shared goal (even if it’s as simple as feeling more in sync with your finances!)."

Once you complete the financial compatibility assessment, we’ll review your results together and walk through a few real-life scenarios. It’s a great way to uncover your strengths as a couple and spot areas where you might grow.

With all that insight, we’ll build your personalized post-wedding budget together. I’ll guide you through a detailed—yet totally manageable—plan designed to set you up for success.

After you’re both comfortable with your budget, we’ll create a simple, easy-to-follow plan to help you reach your goals. Your plan and budget will work together seamlessly to keep you on track.

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Alex & Colby, 2025

“We completed Amy’s program feeling more aligned than ever. It feels amazing to walk away with an actual plan.”

couple smiling on the beach after completing premarital financial planning program in columbia, sc

WALK AWAY WITH:

Budget summary infographic showing income, expenses, and balance. Income includes jobs at $6,800 and side income at $6,800. Expenses are categorized into housing, transportation, food, personal, lifestyle, health, insurance, and debt, displayed in a pie chart. Car insurance costs $150. Final balance is $860 after calculating income minus expenses.

This will be your actual working budget post-wedding. So as soon as the honeymoon is over, you have a plan ready for you!

A Completed Budget

Financial planning documents for John Harrison and Rachel McGreen, including sections on banks, bills, savings, credit and debt, accounts, and insurance, with graphics of a piggy bank and pen.

A hardcopy of your financial plan (and current snapshot) that covers everything we discuss so you walk away with decisions made instead of beating that dead horse.

A Financial Plan

Screenshot of the EveryDollar budgeting app displaying planned income and expenses. Planned income is $5,000 from two paychecks each worth $2,500. Expenses include groceries at $500. An overlay shows an extra amount of $360 per month. Illustrated graphics include a coffee cup, bills, check marks, and a chart.

Gain access to my favorite budgeting app that syncs with your accounts & tracks every dollar. You’ll get a 1-year subscription, plus my proven templates to make budgeting a breeze.

Tools for Success

A smiling couple taking a selfie in a café in Columbia, SC after completing their budget with their premarital financial planner.

Is this right for you?

This program is great for couples who:

Are soon-to-be married or newly weds (months of even a couple of years into marriage)

Believe in financial unity (yup, joint everything!)

Are looking to understand their financial order of importance and what they should be working on next

Are looking to get super organized with income, debt, and expenses like groceries and date nights.

Are currently Venmo-ing each other for rent and utilities

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This Program Will Not Be Beneficial For:

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Couples who wish to keep debt separate after getting married.

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Couples not interested in combining bank accounts, income, and expenses.

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Couples well into their financial journey looking only for investment / money management.

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Couples looking only for prenup guidance and/or large estate planning.

What others have to say…

  • Smiling person with curly hair wearing glasses and hoop earrings, indoors.

    "Incredible experience. This is what's missing from premarital counseling!"

    Max & Sally Francis

  • Person with glasses and beard, wearing a dark sweater, looking thoughtful.

    "Worth every penny. Will be recommending to all of our friends!"

    Jamie & Erica

  • Smiling person with dark hair in a blue shirt standing in front of greenery.

    "Amy's approach took away all of our stress and set us up for success."

    Adam & Lindsey

INVESTMENT

PROGRAM INCLUDES:

INVESTMENT

3 Private Coaching Sessions
Meet in person or online to work through your financial goals together.

Financial Compatibility Assessment + Results
Discover how your money habits align—and where they don’t—so you can grow as a team.

Custom Financial Foundation File
Your personalized guide with everything we’ve built together: budget, goals, action steps, and more.

Completed Joint Budget
A realistic, values-based monthly budget that works for both of you.

Digital Template Bundle
4 plug-and-play tools: Budget Template, Debt Snowball Tracker, Annual Financial Summary, and Account Info Organizer.

1-Year Subscription to My Favorite Budgeting App
Stay on top of your budget easily with an app that links directly to your accounts for seamless tracking.

One-Payment of $375

or two-payments of $187.50

for one couple

Promotion for referring a friend to get a $50 Amazon gift card for premarital financial planning services.

FAQs

  • My main focus is to get you both aligned to a financial gameplan that sets you up for success. I coach you both on budgeting, savings, and communication. We also cover topics such as investing, credit, debt payoff, insurance, and more. Every couple comes in different stages with different needs which is why I meet you where you’re at.

  • That’s wonderful! Couples who have been married 18 months or less are terrific for this program.

  • More than okay. If you’re currently a single income household, or plan to be in the future, I coach you on how to achieve that without sacrificing in areas such as saving for retirement.

  • I would love to talk with you. Send me a message here.

  • If your income fluctuates due to entrepreneurship, working for commission, or working in a particular industry, I show you how to budget using your lowest or average income months.

  • I’m located in Columbia, South Carolina. I work with clients here in person or via Zoom if you aren’t local.

READY TO GET STARTED?

Let’s work together

We invest in photography, beautiful cookware, and unforgettable trips to celebrate the start of our marriage—so why not invest in building a strong financial foundation too?