Kapil and Michaela’s Story

Her husband, Kapil, was more hesitant, which is not unusual when starting financial coaching. But after talking with Suzanne, who was warm and personable on their first coaching call, he decided financial coaching was a wise move.

Together, Suzanne served as a “money therapist,” questioning their assumptions and teaching skills they can use on their own. A benefit was a shift in attitude and mindset, they said.

For example, Michaela said she would spend money as soon as her paycheck hit. And she falsely believed she could never pay off her student loan debt.

Meanwhile, Kapil is a natural saver – and the tension caused stress between the two.

“It was definitely rocky at first,” Michaela said of making joint financial decisions. But with coaching, practice, and time, each financial conversation became easier and more comfortable.

Today, the couple talks about money every week during “money dates,” and they now feel in control of their finances. Together, they’ve paid off all their credit card debt and doubled or even tripled some of their investments.

“Financial coaching brought us together, and we realized we both have positives to bring to the table in how we deal with money,” Michaela said.

Many couples who work with Suzanne realize the benefits of financial coaching extend past their bank accounts to their marriage. By working with a coach, they’re communicating and on the same page with the financial and personal goals. That builds a solid foundation for their future.

“It’s worth the investment,” Michaela said. “Especially if you’ve never been taught to talk about money or handle money. It’s incredibly beneficial for newly married couples, especially.”