Money is one of the most emotionally complex topics in a relationship. Unspoken beliefs, unconscious patterns, and communication struggles can create tension, leaving couples feeling disconnected and frustrated. This weekly workshop, spanning over 5 weeks, is designed to help couples move from financial stress to deeper understanding, teamwork, and clarity.
Who This Workshop Is For
This workshop is for couples who want to:
- Navigate emotionally difficult conversations about money with more ease
- Recognize unconscious patterns and beliefs that influence financial behaviors
- Learn communication tools to discuss finances with less tension and more connection
- Align financial decisions with shared values
- Create a practical plan that strengthens financial teamwork
What to Expect
This workshop helps you and your partner navigate emotionally charged money conversations with more awareness, ease, and connection. Rather than focusing on numbers, we’ll explore the emotions, beliefs, and patterns that shape your financial interactions.
Workshop Structure
Weeks 1 & 2: Making the Unconscious Conscious
- Understanding Your History – How childhood messages and past experiences shape financial beliefs and behaviors.
- Identifying Money Triggers – Recognizing emotional triggers and learning strategies to navigate them as a couple.
Week 3: Communication Skills
- How to skillfully express yourself and truly hear your partner, creating a foundation for emotionally safe and productive financial conversations.
Weeks 4 & 5: Building a Shared Vision
- Aligning Values & Financial Priorities – Understanding personal and shared values and how to align them with financial choices.
- Putting It All Together – Synthesizing everything learned into a shared financial plan that supports long-term stability and connection.
Small Group, Personalized Approach
With a maximum of three couples per session, this workshop offers a small, supportive setting where conversations can be more tailored to each couple’s needs. Sessions are interactive, allowing space for reflection, discussion, and practical application.
Workshop Details
Offered Twice Yearly: Spring & Fall
Time: Weekday evenings (5:30 – 7:15 PM) with possible Saturday options
Location: In-person at Rudi Lion’s office in Santa Barbara
Cost: $950 per couple (5-week series)
This workshop is an opportunity to transform financial stress into connection and clarity. If you and your partner are ready to create a healthier, more aligned financial future together, please reach out to join the next session.
Former participant testimonial:
“Rudi’s course curriculum offers information and feedback that is not only valuable for the subject of money, but all topics within a relationship. With the help of the course we were able to bring further attention and intention to our current finances and future goals. We unpacked narratives that we held in regard to money and deciphered how those stories play out in the day to day. Most helpful was the practice with communication. We became more equipped to discuss difficult topics and practiced discussions while receiving valuable feedback from Rudi. Money was once a sensitive topic in our relationship, but it now feels like something we can touch base on routinely. The course is useful at any stage in a relationship and touches on all topics related to money.”