Hadassah Damien – Partners Make Peace and Plans with Money

When we get real with people, money comes into the picture. Our financial realities, money stories, and economic experiences swim around us and tend to bump into other people’s ways of doing things.

Why?

Because each of us has a unique approach to money, informed by lots of things.

Sometimes we’re aware of it, sometimes we’re not. Usually it only matters to us when we’re trying to make a positive personal change or are experiencing rough financial times. But, our approach to money also stands out when we want to do things like:

• Move in with a sweetie or friend and share household costs…
• Buy a house, RV, collective art space…
• Save up to have kids with our co-parents…
• Plan to take a vacation or take the band on tour…
• Think through taking care of and ~gasp~ retiring with someone(s) as we age…

Making plans together – whether with a romantic or platonic partner, a roommate, or a collaborator – is a GREAT way to see those plans through. It makes it more fun! It makes it easier on all parties! It … makes the paperwork more intense…!?

It means you need:

• self-knowledge and ways to show up to conversations that may be challenging or just plain complex
• a practice of talking about things that lets you be be real, honest, and stay on the same page
• explicit plans and agreements, even when the plan is “we need to learn how to make our plan”
• a feeling that the light at the end of the tunnel is gonna be that soft, rose-tinted light that makes everything lovely and the story end happily

This, friends, is why I’m thrilled to be sharing …

The Partners Make Peace and Plans with Money Toolkit for Money in a Relationship

This course can:

• Give you a clear path to start, create, and maintain a system for using money with people you care about.
• Help you define and test solutions and approaches for the shared goals you have
• Know, understand, and deepen respect for the various ways you and other people approach money
• Build mutual agreement on the things you will do
• Let you skip over a bunch of couples’ therapy sessions, fights, and awkward emails.

This course can’t:

• Bestow more money on a tight budget, though it can give you a way to look at the money together that’s collaborative instead of judgmental, and make handling a tight situation easier on your relationship.
• Make capitalism fair. It’s a fundamentally unequal system, after all. However it can give you tools to name what’s not right, honor each others experiences, and meet in the middle to go get what you want together.
• Address deeper situations of non-consent, abuse of power, or replace therapy where it’s really needed. Real talk.

What You’ll Learn In Partners Make Peace and Plans with Money

Welcome & Roadmap

• Partners Make Peace and Plans with Money: Full Guide (start here)
• Toolkit Roadmap: Where to go and how long it will take (2:40)
• Welcome & introduction video (3:16)

Helper Materials

• Helper Materials Resource Book: Goals, Tough Convos, Financial Infrastructure, Stories
• Template Calculators for shared savings, budgets, net wealth (15:51)
• Equity Calculator: Roadblock + Access Points

Warmup: Individual self-reflection work (Roadmap s here!)

• Self-Reflection step: tasks to complete
• Workbook: Talk About Money in a Relationship
• Case Study #1: Two people with plans that need money + the value of consent (40:29)

Meeting 1: Kickoff

• Meeting 1 : Kickoff intro Video + Agenda (2:52)
• Ground Rules + Conversation ers to talk about Money
• Meeting 1 Readings & Handouts
• Meeting 1 Homework

Meeting 2: Discover

• Meeting 2: Discovery intro Video + Agenda (4:00)
• Meeting 2 Readings & Handouts
• Case Study #2: Saving up for something big together (9:57)
• Meeting 2: Discovery Homework

Meeting 3: Information

• Meeting 3: Information intro Video + Agenda (4:39)
• Meeting 3 Materials & Readings
• Meeting 3 Homework

Meeting 4: Plans in Place

• Meeting 4 Plans in Place intro Video + Agenda (4:16)
• Meeting 4 Workshop: Agreements podcast+worksheet

Meeting 5 (and beyond): Maintenance

• Maintenance Meetings Agenda

BONUS: 2-hour deep dive workshop

• Video Workshop: Intro to Partners + Money [2 hour live course] (112:32)

Sale Page: Hadassah Damien – Partners Make Peace and Plans with Money

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