chicago counseling and therapy practice - over 30 therapists serving chicago, evanston, north shore, libertyville, and lake geneva wi






Financial Planning for Couples

This workshop is for couples who want to develop good communication, an effective system
and a shared vision for financial planning. As financial and communication problems are the
two main reasons couples seek counseling, developing a financial plan together can not only
secure your future and provide the lifestyle you both want, it can prevent relationship conflict
and increase your happiness as a couple. Participants may be at various stages in their
relationship (i.e. living together, engaged, married, etc.).

This workshop addresses the following:

• Become aware of how early life experiences impacted you and your partner’s financial style
• Assess for compulsive and impulsive financial behaviors
• Discover emotional motivations for spending and saving
• Understand your financial priorities and those of your partner
• Recognize how the roles you play with regard to finances reflect and affect your relationship
• Learn how merging your financial lives impacts you both and the relationship
• Understand the importance of being organized and having a system
• Create a shared vision of your financial life
• Recognize the need for a plan with structure and achievable goals

Dates/Time:Wednesday, October 18th from 6:30 to 7:45 pm
Location: 180 North Michigan Avenue, Suite 1845 Chicago, Illinois
Fee: $75 per couple to attend workshop - free financial consultation offered to all participants

 


Joyce

Joyce Brinkman Marter, LCPC
This workshop will be lead by Joyce Marter,
who has been in private practice as a
Licensed Clinical Professional Counselor
since 1998 and is co-founder of
Urban Balance, LLC.

Mary-courteny

MaryAnn Walker & Courtney Dodd
Featured speakers: MaryAnn Walker is a
Certified Financial Planner and Courtney
Dodd is a Financial Advisor with UBS
Financial Services. UBS is the world’s
largest wealth manager

To enroll please contact Urban Balance at 312 726-7170 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it
For more information on Urban Balance please visit www.urbanbalance.org