Tools - Marriage and Money Summit

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Tools to Help You Grow Save Dream Thrive Build Flourish Together

Joint Monthly Budget Template

Take control of your finances together.

Our Joint Monthly Budget Template helps couples and partners manage income, track shared expenses, and align financial goals with ease. Simple, clear, and customizable, it’s the perfect tool to build trust and transparency in your money journey.

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Couple’s Financial Vision Canvas

Build a shared path to your dreams.

Strategic & soulful alignment to building wealth together. Align on goals, clarify money values, and create a shared roadmap for the life you want. Thoughtfully designed and easy to use, it encourages honest conversations and lasting financial harmony.

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Money Conversation

Align on finances, align on your future.

Strong relationships thrive on open communication and that includes finances. These conversation starters are designed to spark meaningful discussions that bring clarity, connection, and confidence around money.

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Compatibility Test

Lifestyle Alignment Check.

A structured assessment designed to evaluate how well two individuals align across key areas such as values, communication styles, lifestyle habits, and long-term goals. The test offers practical insights to help build stronger, more harmonious relationships—whether personal, professional, or romantic.

Path To Discovery

Discover where you truly stand

This self-guided tool helps you and your partner identify your current realities, recognize blind spots, and begin the conversations that lead to deeper connection and financial alignment. It’s your first step toward building a relationship that thrives emotionally and financially.

Money Personality

Unlock how you think, feel, and behave with money.

Everyone has a unique money personality that shapes how they spend, save, give, or avoid money altogether. This quick assessment helps you and your partner understand your individual money tendencies, so you can stop clashing and start collaborating.

Discover Your Personality

Net-worth Calculator

Know What You’re Really Worth

Use this simple tool to calculate your assets and liabilities, track progress over time, and make informed decisions for your future, side by side.

Calculate Your net Worth

Love Language Discovery

Understand your partner. Speak their love language.

Every relationship thrives on love but we don’t all express it the same way. Uncover how you and your partner prefer to give and receive love, creating deeper emotional connection.

Couple's Games

Laugh together. Learn more. Love deeper.

Say goodbye to awkward silence and hello to meaningful fun! Your go-to tool for sparking engaging conversations, playful challenges, and deep emotional connection right from your living room.

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