Reviews from Couples
For couples, managing money together can be a challenge. Should you combine finances or keep them separate? How do you make sure your investments aren’t redundant, but actually working towards the same long-term goals? Without clarity, it’s easy to miss out on advantages that could make a big difference.
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That’s why we adapt our coaching for couples — whether they want to work together in sessions, keep finances separate, or find a balance in between — making sure they get the most out of tax advantages and build a shared path to financial freedom.
Zofia and Ege built a portfolio to reflect their shared goalsÂ
Zofia and Ege both work in biotech sales.
With solid incomes from their jobs, they were in an optimal position to invest. But while they knew they wanted to grow their money, the real challenge was figuring out how and where to do it.
Their vision was clear: a long-term plan to support their future financial goals, combined with more speculative investments that could give them the chance for a big win.
By working with us, they transformed their vision in reality: they first created clarity around their finances—organizing their accounts, understanding their joint expenses, and setting up a solid budget. From there, they built the right portfolio, striking the balance between long-term security and more speculative opportunities.
Luanne and Ned struggled to see where their money was really going
Luanne and Ned are a couple living in Toronto, both working full-time jobs.
For a long time, they relied only on savings, but they knew this wouldn’t be enough to build the future they wanted. What made things harder was their growing sense that banks weren’t being fully transparent—offering products without ever clearly explaining where their money was going or why.
They wanted more than vague promises. They wanted to actually understand how investing works. So they worked 1:1 with one of our Investing Coaches, someone who could walk them through every step, answer their questions, and explain things in a simple, clear way gave them the confidence they were looking for.
Now they know how to combine their investments, align their savings with joint goals, and make decisions together that move them closer to their shared future.
Sheila and Chevy learned how to budget and invest as a coupleÂ
Sheila and Chevy live in the UK, and when they joined us, their biggest challenge was clear: they had zero knowledge about personal finance. While this is already difficult on its own, doing it as a couple made it even harder—they didn’t know how to optimize their money together or where to even start.Â
That’s why the work we did together was truly a 360° approach: we taught them everything from budgeting, tax optimization, and how to set aside money each month to invest.
From there, they learned how to build a portfolio tailored to their shared goals, with a strong focus on long-term investing through ETFs. They now feel their finances are finally in order and that they have a clear, structured plan for the future.
Most importantly, they’ve gone from feeling completely lost to being able to know all the options they have.
