Financial Tune-Up Call for Couples: Gain Clarity on Your Financial Future—Together 💰👫
🚀 Need expert guidance on a new job, the loss of a job, a windfall of money, an unexpected debt. A Financial Tune-Up Call for Couples is a one-time, 90-minute coaching session designed to give you clarity, confidence, and a game plan—without committing to ongoing coaching.
Who is This For?
✅ You and your partner are making a big financial move (buying a home, merging finances, or making a large purchase).
✅ You’re navigating financial challenges as a couple (managing debt, budgeting together, or handling shared financial responsibilities).
✅ You’re preparing for a major life transition (marriage, having kids, career changes) and want to get aligned on your financial goals.
What You Get in Your Session:
✅ 90-Minute Private Coaching Call – Dedicated time to discuss both of your financial situations and goals.
✅ Personalized Couple’s Strategy – Get expert guidance on navigating finances as a team.
✅ Clear, Actionable Steps – Leave with a plan that works for both of you.
✅ Guidance on Working With Other Financial Professionals – Whether it’s tax planning, estate planning, or budgeting, we help you navigate the experts.
✅ One-Time Support, No Ongoing Commitment – No pressure, just expert advice when you need it.
How It Works:
1️⃣ Purchase Your Session: Not a couple? click this link
2️⃣ Book Your Call – You’ll receive a scheduling link via email.
3️⃣ Prepare for Your Session – Submit key topics & any relevant financial details.
4️⃣ Meet With Your Specialist – Gain expert insights tailored to your situation.
5️⃣ Post-Call Support – Receive follow-up notes and next steps to keep you on track.
If you're one of AJ’s past clients or would like to work with her directly, select the "Yes! Add Work With AJ" option at checkout.
Important Details:
⚡ Sessions must be used within 90 days of purchase.
⚡ Reschedule at least 24 hours in advance to avoid a $60 late cancellation fee.
🎁 Want to Gift a Session? Yes! Email hello@beyondthegreencoaching.com after purchasing, and we’ll set it up for your recipient.
Legal Disclaimer
By purchasing this Financial Tune-Up Call for Couples, you acknowledge and agree to the following terms:
No Refunds or Transfers: All purchases are final. Sessions must be used within 90 days and cannot be transferred once scheduled.
Late Cancellation Policy: If you cancel or reschedule within less than 24 hours of your session, a $60 late cancellation fee will apply.
Financial Guidance Disclaimer: Beyond The Green Coaching provides education and financial strategy services. We are not tax advisors, investment advisors, or legal professionals. Any financial decisions made after your session are your responsibility. For specific tax, legal, or investment advice, please consult a licensed professional.
Coaching Limitations: A Financial Tune-Up Call is a one-time session and does not establish an ongoing coaching relationship. If you require continued support, we recommend The VIP Financial Freedom Club or The Financial Roadmap Membership.
By proceeding with your purchase, you acknowledge that you have read and agree to these terms.