ZETA'S MONEY THERAPY CHALLENGE

Want to know the least talked about thing in America? That would be the topic of money in a relationship. Whether it’s about earning it, spending it, splitting it or even investing it, talking about money in a relationship shouldn’t feel scary. We’re all about changing that equation by launching a six-part money therapy challenge to help you start, deepen and evolve your money conversations with your partner. Part relationship therapy, part practical advice, we’ll cover where to start the discussion, what frameworks to use, and even how to operationalize your money principles together. In the end, you’ll have an informed and practical approach to your shared finances so you can master money as a team. Here's to a happier and healthier relationship! 🥂

Every week, for six weeks, we'll send you and your partner a money challenge via email. These challenges leverage decades of research and are designed to help you discover, discuss and decide on a plan for your shared money. Each challenge includes a framework and an exercise, all designed to bring you and your partner closer together.

1.

1.

CHALLENGE 1

What's your

money story?

In this challenge, you'll play the 20 questions game - a fun Q&A designed to help you and your SO learn about each of your money stories.

2.

2.

CHALLENGE 2

Understanding your money psychology

In this challenge, you'll see how your individual money stories have manifested into your present-day money personality. 

3.

3.

CHALLENGE 3

How to combine

your finances (if at all)

In this challenge, we'll explore the different models for combining your finances, giving you an opportunity to reflect on which is right for you.

4.

4.

CHALLENGE 4

Make a money

planish

In this challenge, you'll pick a money system and set it up (Gantt charts not included 😹). Fret not, we'll be here to guide you step by step.

5.

5.

CHALLENGE 5

Tracking your

progress

If it isn't measured, did it even really happen? In this challenge, we'll help you pick a tool to track your progress together.

6.

6.

CHALLENGE 6

Go on a

Money Date

The grand finale has a sweet, sweet ending. In this challenge, you'll plan your first money date together, agenda and all.

Disclaimer

This guide is for general informational purposes only. Please don’t see this as legal or investment advice; we aren’t lawyers or registered financial advisors, nor do we pretend to be. We’ve relied on information from various sources believed to be reliable but cannot swear by the accuracy and completeness of that information. By using this website, you recognize that the content being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy.

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