In fact, most couples end over communication and financial differences. An especially sticky relationship issue is how to talk about those financial matters.
Conversations about money feel uncomfortable, may become contentious, or are avoided altogether. It is normal to feel ashamed, vulnerable, or on unequal footing in financial matters, even when you truly care about each other.
? – I hate talking about money.
? – My partner and I have different thoughts/approaches about money.
? – I’m not as good as my partner at money stuff.
? – I wish my partner understood my desire to give/save/spend.
? – We’re not on the same page when it comes to finances.
? – I like to give. My partner likes to save.
If any of these statements sound familiar to you, Couples Talk Money is for you. This weekend course is an opportunity to learn in community with other couples in a similar situation.
Natalie McVeigh is an executive and entrepreneurial coach and practitioner in neuroscience at EisnerAmper, specializing in Conversational Intelligence (C-IQ). She has expertise in complex conflict resolution, with a certificate in mediation, specializing in interest-based negotiation, and trained at Harvard Law School’s Program on Negotiation. Natalie is a Fellow and Faculty of the Family Firm Institute as well as a Faculty at the NYBA Trust School specializing in family dynamics. She is on the Purposeful Planning Institute’s Education Development Committee. Natalie is a Certified Happiness Trainer and has experience in building and developing cohesive teams through utilizing assessments and creating training curricula. She is finishing her Ph.D. at Saybrook University in Applied Psychophysiology.
Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists in giving. Drawing from more than 25 years of experience in the nonprofit field, she supports clients on their philanthropic journey so they can give with clarity and confidence. Deborah particularly enjoys helping families give collaboratively and experience meaningful moments together as the next generation engages in this process. She is a 21/64-certified consultant and the co-Dean of Philanthropy for the Purposeful Planning Institute.
Open up about money
Explore how you feel about money
Work on a healthy attitude toward money
Think about value in all forms
Begin to develop good money discussion habits
Create a Mission and Vision for your giving
Develop a Giving Profile to guide your future giving
When: Saturday June 28 and Sunday June 29, 2025 from 9 am – 2pm
Where: Chicago at the EisnerAmper Offices
What: Breakfast and lunch will be provided; all necessary materials will be provided as well
How much: $7,500 per couple
Registration closes: June 20, 2025
Our primary goal is to help you and your partner feel more comfortable talking about finances and philanthropy. You may be coming to us with two different points of view and while you may still leave with those differing views, our intention is that you’ll also better understand why each of you holds those views and you’ll be prepared to continue to have healthy conversations around finances and philanthropy.
Just ask! We’re happy to answer any questions about this new opportunity.