132 | How to Get On the Same Financial Page with Your Partner: Client Conversation with Dana Johnson

In today’s episode, I welcome Dana to the podcast. Dana and her husband Dan became clients in 2022 while struggling to find the middle ground between conflicting money mindsets. They were busy with career shifts, preparing to buy a home, and figuring out life as a couple. Instead of letting money become a fight, they hired a coach. 

Dana and Dan had the same financial goals but didn’t agree on the path to get there. Listen as we discuss how coaching addressed both of their money management styles and ultimately brought more transparency and clarity to the way they handle their finances. Dana also shares what her experience was like working with me and the long-lasting changes having a money coach made in her finances and marriage. 

Tune in as Dana and I discuss money coaching for couples including:

• [02:07] Why Dana reached out for coaching

• [09:23] The power of bank account transparency

• [14:26] Dana and Dan’s notable wins

• [29:48] The overall shifts in how they manage finances

Tune into this episode of Money Files to hear a discussion with my client, Dana, about how money coaching changed how she and her husband handle their finances.

Get full show notes and the episode transcript: https://wealthovernow.com/how-to-get-on-the-same-financial-page-with-your-partner-client-conversation-with-dana-johnson/

Links mentioned in this episode…

Set up a call | Financial Coach Washington, DC | Wealth Over Now

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