Couples Financial Planning Across Life Stages: Career, Family, and Retirement

Couples' financial planning is not a one-time setup. It evolves through career changes, parenting, housing decisions, caregiving, and eventually retirement. People who navigate these transitions well tend to have a deliberate process, not exceptional financial knowledge. This applied course gives you the process. By the end of this course you will be able to handle major joint financial decisions across life stages, run annual financial reviews together, plan for predictable disruptions, and align retirement planning between two partners with potentially different timelines. What you will learn: - How to handle a partner's career change, sabbatical, or business start without destabilizing finances - How to plan for major decisions including housing, children, and education together - How to navigate caregiving for parents and the financial trade-offs that come with it - How to align retirement timing, income strategies, and lifestyle when partners have different ages and incomes - How to handle income shocks including job loss, illness, and market downturns - How to integrate estate planning, insurance, and legacy goals into the joint plan - How to run a yearly review and quarterly check-ins that keep both partners aligned The course is structured around six applied modules. Each produces a written artifact: a major-decision worksheet, a child-and-housing scenario plan, a caregiving impact plan, a retirement alignment document, a shock-response plan, and a yearly review template. This course is written for couples at least a few years into shared finances who want to plan beyond the next month. By the end you will move from year-by-year reactivity to a long-term strategy you both own, and the major financial transitions of life will be navigated together rather than negotiated under stress.