Video Module 1: The Why, What & How of the Money Date
- Clarity that sparks action - get crystal clear on the purpose and power of the Money Date so it actually happens.
- A proven structure - keep your conversations calm, collaborative and productive.
- The right sequence - what to talk about on your first date, your second, and beyond (and why “starting with the numbers” is the #1 mistake to avoid). Plus, exactly what to do when something urgent comes up between dates.
Video Module 2: Money Date Success Scripts
- The perfect invitation - the exact words to invite your husband into the Money Date practice without pressure or shame.
- A script for every kind of husband - ready-to-use words for the husband who controls all the finances, the one who’s checked out, and the one who won’t discuss money at all — including the lines to use with extra caution.
The Money Date Checklist (PDF)
- Your go-to checklist & prompts - show up prepared, confident, and focused, with my personal Money Date structure built right in.
- Your full action plan - walks you from your first foundational conversations through choosing how you’ll track your money, setting and prioritizing your goals together, and the simple language shifts that keep money conversations feeling hopeful and happy, instead of heavy and hurtful.
Bonus Podcast Playlist
- Curated expert insights - handpicked Jewish Money Matters Podcast episodes to deepen your learning and normalize the journey
NEW Bonus #1: Uncover Your Money Stories
(Coaching-level breakthrough without the coaching price tag)
- Two transformative video lessons - learn how your past experiences, beliefs, and upbringing shape your current financial behaviors.
- Guided exercise workbook – go deep into your earliest money memory, the messages your caregivers passed down, your money-beliefs’ inventory, and where you fall on the abundance–scarcity spectrum, so you can rewrite the narratives holding you back.
NEW Bonus #2: Identify Your Core Values
(Your compass for every money & life decision)
- Step-by-step video lesson – get clear on what truly matters to you so your money decisions align with your deepest priorities.
- Core Values worksheet – differentiate between a value and a goal and define the core values that actually drive your spending, saving, and giving. Whenever a decision pulls you off course, you have this clear compass to come home to.
These bonuses make the transformation deeper, longer-lasting, and more personal — the kind of work most people only get in private coaching sessions.
You get it here, included in your $27 investment.