Couple’s Financial Coaching
Couple’s Financial Coaching
4 500
Valid for 6 months
3 Guided Coaching Sessions
Joint Financial Strategy
Investment & Risk Cover Overview
Wealth Building Plan
About the coaching
Money is one of the leading causes of stress in relationships—not because couples don’t care, but because they don’t always know how to talk about it. These coaching sessions are designed to help you and your partner have better money conversations, align on shared goals, and create a financial plan that works for both of you. Whether you're planning for a wedding, children, buying a home, or simply want to build
wealth as a unit—this is for you.
WHO IS THIS COACHING FOR?
Couples who..
• Want to align their financial goals and values
• Need help creating a financial plan
• Want to understand investment options like Tax-Free Savings Accounts, Retirement Annuities,
Exchange-Traded Funds, Unit Trusts etc
• Want to get clear on who’s responsible for what—and work as a team
• Are building a family and wants to create generational wealth
What You Can Expect
1. Getting to know you.
We begin with a joint session to unpack your current financial picture—your incomes, expenses, money beliefs and goals. This is your chance to open up the money conversation with
my guidance..
2. Strategy and Action Plan
We’ll co-create a realistic, values-aligned joint financial plan that includes
budgeting, emergency savings, investment strategy, and risk protection (life cover, income protection, etc.).
3. Follow-Up Call
A check-in to review your progress, answer lingering questions, and ensure you're moving
forward together, confidently.
What is Expected of You
To make the most of our coaching sessions, please be prepared to share all relevant financial documents, including:
3 Months Bank Statement
Investment Statements
Risk Cover Details (if any)
Monthly Budget or Spending Overview
Why choose Personal Finance Coaching
-
Guided Conversations: I help you talk about money in a safe, structured way.
• Tailored Strategy: Practical steps you can implement together.
• Family Wealth Building: Start building the financial foundation for your future generations.
Investment
THE COST FOR THIS COUPLE’S COACHING PACKAGE IS R4,500.
This includes two 1-hour joint sessions and
a 30-minute follow-up call to help you take action and move forward, together.
Sign-Up Process
Step 01:
Sign-Up and make payment and become a member.
Step 02:
Receive confirmation email and log-in details
Step 03:
Log in, complete the couples questionnaire, and book your sessions
*If you have any questions, feel free to reach out via WhatsApp at +27 67 018 1665 or email us at info@womanandfinance.co.za.
Your Instructor
Mapalo Makhu
An award-winning Personal Finance Educator, Speaker, Money Blogger and Founder of Woman & Finance. She holds qualifications in finance, investing and financial planning.
SIGN UP TO OUR NEWSLETTER TO GET UP TO DATE INFORMATION, INSIGHTS AND PROMOS.