A free agenda template. Pick your time before you close this tab.
These families started exactly where you are. Some fought about money. Some just never talked about it.
Be Money STRONG client
One of you hopes the other has it handled. The other hopes the same thing in reverse. Every month, you’re both a little surprised by where you landed.
I worked with a couple, Nathan and Brianna, who ran their money that way for six years. Nathan called it the osmosis method.
When I suggested a weekly money date, Brianna said, “We don’t fight about money.” Then she stopped. “We don’t talk about money at all.”
That was the real problem. A budget nobody looks at together can’t stay accurate for long, no matter how carefully it was built.
Three things have to be in place. Then the same three steps, in the same order, every time.
Nathan and Brianna’s first money date was awkward. Thirty minutes felt long.
By week six, they were finishing each other’s sentences about the budget.
No spreadsheet to learn. No hour-long meeting. Just what to gather beforehand, exactly what to talk through in each step, and a place to write down what you decide.
Use it with your partner, or on your own. Your first one will probably feel a little awkward. By week six, it won’t.
The same weekly check-in I walk the families I coach through.
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Arrives instantly. No sales call, no follow-up pressure.
A money date keeps your budget honest week to week. The Financial Health Assessment shows you where you stand overall, and what changes as you move forward.
It tells you exactly which stage you’re in right now, and the next real step.
No email required to start. Just your honest answers.
Free. No prep needed.
In this episode, Bryan and Lori Anne walk you through:
Want help running your first one?
The Discovery Call is 20 minutes. Bring your questions, no prep needed.
You’ll leave knowing where you are and what to do next.
Bryan Halverson, MBA, is a certified financial coach who paid off $80,000 of his own family’s debt using the same framework he teaches today.
He has worked with 200+ families and helped clients collectively eliminate more than $600K+ in debt.
You don’t need to have it all figured out before your first money date.
Pick a time. Same day, same hour, every week.
The first one might feel awkward. Show up for the second one anyway.