• Meeting 1: Money History

For our first session together we will dive into your individual money histories and learn how to communicate openly about finances. This will help you both understand how your past experiences with money have shaped how you think and talk about it. We will determine what money values you want in your marriage and set financial goals for your family. 

• Meeting 2: Present Finances

For our next session the theme is transparency. During our time together we will be examining what accounts you hold individually and determining how you want to integrate those accounts and assets. We will discuss the legal implications of finances following marriage and decide on an organizational structure for your family.

• Meeting 3: Future Plans

Our last session together will launch healthy financial habits for your marriage. We will focus on spending priorities based on your financial goals and set a shared household budget. We will determine how you want to handle future financial decisions as a couple and discuss how to navigate common financial issues. Following this final session, you will have the tools for financial unity in your marriage.  

Dr. Ashley McWhorter Keamo is an Assistant Professor within the Personal Financial Planning Department at Texas Tech University. She has completed research on topics such as financial infidelity and financial well-being, and she actively uses research-based methods in her work with clients. Ashley grew up in Maine, but has since lived in various states and currently resides in Texas with her husband, Mykel.

Ashley's interest in personal financial came while having to figure out money for herself after college. She wants to help other individuals and families in their money management so they won't have to struggle the way she did. But that help begins with a change in perspective. Ashley believes that helping clients change their money mindset and behavior is the key to unlocking improved financial well-being.