Thank you for requesting the complimentary Couples Money Roadmap Session. The first step in the process is for each couple to complete the MoneyMatch Assessment. It is only 30 questions but allows us to get a much better understanding of each of your money personalities. 

Please see your email shortly for the link to complete this. After you have completed the Assessment you will be prompted to select a day and time for us to visit via Zoom.

Thank you again and I look forward to meeting with both of you soon.