Date-night relationship classes for couples on money

The Issue: How to cover finances in a series of relationship classes – but in a way that’s fun enough to feel like a date. Who: Kylee Miller is a project manager at Marriage Matters Jackson, in Jackson, Michigan. The relationship education organization is housed at the United Way and was originally supported by a […]

Lunch class on financial education

The Issue: How to cover finances in relationship education classes. In addition, how to attract new people and increase attendance in relationship classes. Who: Kylee Miller is a project manager at Marriage Matters Jackson, in Jackson, Michigan. The relationship education organization is housed at the United Way and was originally supported by a federal Healthy […]

Teaching personal finance in relationship skills classes

The Issue: How to include personal finances in a relationship skills curriculum that stresses fun, interactive activities that lead to people really understanding and changing their behaviors. Who: Kara Shade is the Director of Adult Programs at Anthem Strong Families in Dallas, Texas. What: Anthem Strong Families provides relationship education and life skills in the […]

Budgeting and Personal Finance Classes in Relationship Education

The Issue: How to deliver effective budgeting and personal finance classes within healthy relationship education. Who: Deborah Gunn is the program manager for First Things First’s federally funded Healthy Marriage Demonstration Grant. First Things First is an award-winning not-for-profit dedicated to strengthening families in Hamilton County, Tennessee through relationship education, collaboration and mobilization. What: Through […]

Financial Education and Relationship Classes that are Fun and Engaging

The Issue: How to get servicemembers – and their spouses – to want to attend financial education and relationship education classes and come back for more. Who: Gary Strickland, chief of the Airman and Family Readiness Center (AFRC) at Mountain Home Air Force Base. What: Mountain Home Air Force Base revolves around the 366th Fighter […]

Couples counseling meets financial counseling

The Issue: How to get counseling clients to talk about money issues in a constructive, nonjudgmental manner; blending financial counseling and couples counseling. Who: Ben Vos, LPC, is a therapist in Brentwood, TN. He works with individuals, couples and families. Vos has developed a specialty in substance abuse and addiction issues. Much of his couples […]

Financial Life Skills for Teen Parents

The Issue: How to get single teen parents to better understand money messages and financial wants and needs in an engaging atmosphere. Who: Rebecca Phipps, LPC, professional counselor and coordinator of the Between Us program at Catholic Charities Oregon. It operates under the national Healthy Marriage Initiative. What: Phipps teaches life skills and financial literacy […]

Financial Education and Relationship Education in Prisons and Inmate Reentry Programs

Who: Ronald Brewer, Director of Education, People of Principle, based in Midland, TX. What: Marriages are subject to a variety of stresses. Few are greater than having one spouse incarcerated. It is in this prison environment that People of Principle works to strengthen marriages. Operating under a federal grant for Healthy Marriage Promotion and Responsible […]

Talking About Money in Continuing Education Workshops

Who: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor (at Albuquerque Family Counseling) and Lisa Johnson, PhD, LMFT in Albuquerque, New Mexico Situation: Workshops for community agencies and general audiences to provide educational information and introduce therapists in a non-threatening setting. What: “The Wealth Within: Mastering Your Money Personality” was held at the University […]

Money Habitudes Helps Save Marriages from Divorce

Contact: Kent Thompson, Financial Program Manager with Army Community Service, Camp Ederle, U.S. Army Garrison, Vicenza, Italy Situation: A comprehensive, six-hour course for couples intending to divorce called Military + Divorce created by the Association of Financial Counseling, Planning and Education (AFCPE). Classes ranged from one to five couples and are intended to provide the […]

Teaching Couples Skills to Communicate About Finances

Financial education classes often neglect communication skills and focus solely on the mechanics of budgeting, expense tracking, etc. But Lori Scharmer, a family economics educator, finds great value in helping couples communicate about money. If they aren’t comfortable talking about their finances, managing them will difficult. In her standard couples’ finance class, she uses Money […]

Talking about Money in Catholic Marriage Preparation Classes

Contacts: Valerie Conzett, director of the Family Life Office in the Archdiocese of Omaha, and Sr. Virginia West, a marriage and family therapist at St. Margaret Mary Catholic Church in Winter Park, FL. Situation: Catholic churches and dioceses use Money Habitudes in marriage preparation programs to help people better understand themselves and their partners when […]

Better Understanding Yourself And Your Clients Regarding Money

Contact: Alan Frank is a financial educator and planner, serving as Financial Services Lead Instructor at Bow Valley College in Calgary, Canada Situation: Teaching college students who are studying to become financial planners and clients who attend the classes and workshops he offers. Who: College students, adults attending financial education or planning classes and private […]

Spouses Group Meets for Coffee and Money Habitudes

One of the great friction points in marriages is money. Although people do not want to talk about it, they do want to be able to deal with it effectively. To help people introduce the difficult topic, talk about it and better understand one another in a marriage, Erica Brown used Money Habitudes as a […]

Talking About Money Builds Healthy Relationships

In working to build and sustain healthy relationships, Stronger Families knows that money plays a crucial role. Therefore, the organization includes a module on money and communication – using Money Habitudes cards – in its hallmark relationship program, which largely serves the military and marriage mentors in churches. Stronger Families is a non-profit that provides […]

A New Approach to Money in Counseling Sessions

Contact: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor, Albuquerque Family Counseling, Albuquerque, New Mexico Situation: Private counseling sessions Who: Individual clients and couples seeking relationship counseling. What: Use Money Habitudes cards as a tool to draw clients into conversations about the sensitive topic of money when money is identified as an issue and […]

A Life Planning Approach to Financial Planning

Contact: Steven Shagrin, CFP, has a law degree and started his career in finance as a tax accountant before spending twenty years as vice president for investments with Smith-Barney and Pain Webber.  As one of the pioneers of the life planning approach to financial planning, he started his own company, Planning for Life,  to reflect […]