Helping couples talk about money- and everything underneath it
Money conversations, made easier — for partners building a life togetherWe created the Intentional Partnership Collective because we keep seeing the same pattern: people doing the “right things” with money on paper, but still feeling disconnected from what they were building together in life.
As a married couple, we've lived in the space where financial decisions, career demands, and relationship dynamics all overlap. We know how easy it is to stay in constant motion, planning, optimizing, achieving, without ever creating space to actually step back and ask: is this the life we want together?
As a psychologist (Angela) and a relationship-focused practitioner (Lisa), we've also seen how rarely couples get the opportunity to slow down and explore money and connection in the same room. Financial conversations often feel technical or stressful. Relationship work often stays separate from practical life decisions. But in reality, the two are deeply intertwined.
We bring those conversations together through workshops, education, programming, and intensives, drawing equally on therapy and financial coaching to help couples work through both the emotional and practical sides of building a life together. It's guided time to reflect, realign, and reconnect with what matters most.
The Intentional Partnership Collective is for couples who are building something together and want to do it with more clarity, alignment, and intention, attending to the financial, emotional, and relational pieces alike.
We built this because we needed it too.
Our Services
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Short, focused sessions designed to give you real tools you can use right away. Each workshop takes on one piece of the money and relationship overlap, from decision-making styles to money reflexes to building a shared financial vision, blending psychological insight with practical financial coaching. No two-day commitment required, just space to learn something you can bring home and start using with your partner. Upcoming Fall workshop schedule coming soon. Sign up for our newsletter to be the first to hear the lineup and register!
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For couples who want to go deeper in a shorter amount of time. Intensives combine focused relationship work with hands-on financial coaching in a single extended session, giving you room to work through a specific challenge, whether it's a recurring money conflict, a big decision on the horizon, or simply getting back on the same page, without waiting weeks between sessions to build momentum.
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Beyond the Budget Retreats is our signature retreat experience: a few days away together, away from routines and phones, to reconnect around your shared life together and each other. It's not a finance seminar and it's not a couples' getaway in the usual sense. It's both, held together with intention, in a setting built for the kind of conversations that are hard to have at the kitchen table. You'll leave with more than a relaxing weekend; you'll leave with a shared vision and a clearer way of talking about money together.
Download the Money Meeting Template!
The thing almost nobody schedules — but the couples who do it feel the difference. It's a scheduled time — sometimes monthly, sometimes weekly, where we actually get on the same page: expenses, income, the vacation coming down the pike, the stress that's been building. Make a plan together to meet, make an agenda, celebrate the wins and keep meeting!
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Beyond the Budget Retreat Postponed!
The November retreat is postponed — join our mailing list to subscribe to our newsletter and stay informed of what's next.