Be it dating, live-in, or marriage. Money enters all kinds of relationships at some point or the other. Maybe making the most of your money feels like a mystery. Maybe you’re wondering, how does it disappear so quickly? Or how can you control your spending as a couple? The moment you have a +1, the boundaries of finance get a bit blurry and messy.
Very few couples are able to work out an efficient financial routine. Whereas most struggle to find a middle ground with money. Regardless of which category you fall in, remember teamwork makes the dream work!
We do understand, that learning how to make joint financial decisions can be difficult but don't you worry - this masterclass will explore how to approach difficult money conversations with your partner, reach mutually agreeable conclusions, and make money matters a family affair. So if you are:
- Planning to manage your expenses together
- Working towards building combined family wealth
- Working on shouldering financial responsibilities together
- Struggling to keep your cash flows in order
- Looking for a better way to manage your savings together
- Keen to start investing jointly
- Unable to take on the money stress
- Trying to draw up a financial plan as a couple
Come join us, on 25th June 2022 at Doolally, Khar West - Mumbai. We are here to help you out.
Learn the rules, game plans, and strategies with us to win a financially stable and wealthy future together!
This is a small group masterclass, where people like you will get together to know their partner, their views on money, responsibilities, and goals as a couple a little better. Once you have this in place, it’s easier to arrive at a game plan for creating wealth.
We would recommend you to join us with your partner.
How will this Masterclasshelp you?
- A process to manage your finances as a couple as well as an individual.
- Learn to make most of your credit card spends
- Ways to set a budget together
- Understanding the importance of insurance as well as which ones to opt for
- Learn to make most of your taxes as a couple and invest your tax effectively
- You will learn to resolve your conflicts around goal setting and investing your money
That means you two will have more time for what you really enjoy and still build your wealth!
Highlights of an offline masterclass
- Personalised attention
- Individual learnings
- The spot doubt solving
- Advise which is specific to your situation
- Interaction, fun & learning on a Saturday
We have a few exciting giveaways as well!
- 6 excel tools to help you with your finances
- 75% discount on our online courses.
- Money Date Card games
- 10-week guidebook on personal finance
- Food & refreshments
We are very excited to see and meet you all there. Please register in advance as we have 25-30 seats only.
“Money may not buy love, but fighting over it will bankrupt your relationship.”
— Michelle Singletary
The 3-hour Masterclass is divided into 3 parts where we would focus on the following:
I. Talk Money to me
Start with a round of a few games and activities which will help you as a couple to know each other better financially and then start planning for things that need to be worked on. Games like Never Have I ever, Who is most likely to and others are played.
II. I’ll Show You Mine, If You Show Me Yours
Plan your cashflows, your income and your expenses together. You need not discuss every single penny you spend but we teach the process that will take away the everyday discussion of where to spend and how to spend.
III. Pillow-Talk Plans
Let's convert your savings into goals - individual and combined goals. Goals will determine how and where to invest your money.
Who Is Conducting The Masterclass?
Harsh Vardhan Dawar
Founder of Wealth Café with a motive to make individuals financially smarter and manage their money better. Harsh is the knowledge force behind the company, He is a Chartered Accountant, Chartered Financial Analyst(CFA®) from The CFA Institute, and a Certified Financial Risk Manager (FRM®) from GARP.
He can be trusted with both your money and time. You will find his financial-literacy workshops not only learning-intensive but also peppered with interesting anecdotes and experiences.
A Chartered Accountant with over 5 years of experience in the field of consulting, Akruti Agarwal has worked with the Big Fours in the financial world. Akruti has been recognized and listed in India's Top 100 women in Finance by AIWMI. She is a money wizard. Being a people person, her enthusiasm, relatable content, and on-point references will make money management seem super breezy for you.
About Wealth Cafe
Wealth Café Financial Services came into being as an answer to your quest to understand money. We, at Wealth Café, make wealth creation a simple process. Through our courses, we will provide you with the right tools and the right knowledge to enhance your understanding of how money works and put yourself on a path to wealth creation. Watch this video to know more about Wealth Café Financial Services and what are the things we are doing to make money manageable for you.
Is it worth it?
Yes, this masterclass is created to find a middle ground to make the most of your money. For happy finances make a happy couple! You will not only have the best finance coaches to initiate you on this journey together but also the kindest, patient, and non-judgmental people as trainers by your side.
10:00 am-01:00 pm, Sat, Jun 25, 2022