Made just for you by a Certified Financial Planner™
I’m Hannah Moore, CFP® and owner of Guiding Wealth, a financial planning firm. I’ve been a CFP® for nearly a decade and, in that time, I’ve worked with hundreds of couples across various ages and income brackets.
With nearly every couple, I’ve had a first-row seat to marital disagreements about money, and I know that not everyone speaks the same money language.
So I took it upon myself to play with my clients and to find out their individual money languages.
Because — yes! — I do believe money, budgets, and financial plans can be fun.
While I was playing with different ways to approach a financial plan with a client couple, an idea came to me. Building blocks! These particular clients had struggled with spreadsheets, envelope systems, and even other visuals I had used to explain their income and expenses
While I was playing with different ways to approach a financial plan with a client couple, an idea came to me. Building blocks! These particular clients had struggled with spreadsheets, envelope systems, and even other visuals I had used to explain their income and expenses.
That’s How the BudgetingBlocks™ Were Born
The first time I used blocks with my clients, I knew this exercise wasn’t just for them… it would be perfect for a lot of people. I began to process through the exercise, tweaking it so it would be even more impactful for future clients.
I’ve used this BudgetingBlocks™ exercise with countless couples and, while each discovers something different, everyone has discovered something impactful that changed the way they worked with and felt about their money.