Financial 360 Summit

Stop Fighting About Money: The 3-Hour Annual System That Aligns Your Finances, Goals, and Relationship.

Are you tired of those vague, stressful "money talks" that feel like a fight waiting to happen? You know you need to align your finances, but often these conversations focus on conflict over past mistakes.

The Financial 360 Summit Toolkit is the blueprint for a stress-free, empowering, and highly productive annual financial meeting. We give you a complete system to review your year, align on your values, and create a clear action plan—all designed to strengthen your financial future and your relationship.

What You Get Inside the Toolkit:

• The Checklist:
  • Here's where to start. List out all the documents you need to gather to be able to use the rest of the workbook.
  • Benefit: Using the checklist can help reduce the likelihood of missing something later

• The Excel Numbers Hub:
  • The single dashboard to input all assets, debts, and savings goals for a real-time, accurate Joint Net Worth Snapshot.
  • Benefit: See everything in one place. Get total financial clarity in minutes.
• The Emotional Check-In:
  • A guided template with 15 simple non-judgmental questions to safely discuss financial feelings, fears, and frustrations.
  • Benefit: Align both numbers and emotions to create the best chance for success.
• The Budget Check-In System:
  • A structured review of the past year's spending against your values (not just a spreadsheet of transactions).
  • Benefit: Quickly identify spending that aligns with your joint goals (or areas where you need to course-correct) without shame or accusation.
• The Accountability Action Plan:
  • A simple table to assign specific, non-vague tasks (e.g., "I will call the insurer," "You will update the beneficiaries").
  • Benefit: End the meeting with clear, assigned follow-up—no more "financial mental load" falling onto one person.

Stop living in financial confusion and start building your future with intention. This toolkit gives you the structure you need to make your next financial conversation (or reflection) your best one yet.

Click 'I want this!' to download the complete Financial 360 Toolkit and schedule your first stress-free Summit today.