CFO at Home
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​EPISODE 1-  Aligning with your partner on money w/ Amy Westbrook

Amy Westbrook is a certified life coach, a member of the International Coaching Federation, and a professional wealth coach. She was one of the original coaches on the Capital One Money Coaching team, and spent 18 years as an award winning sales rep focused in the area of neuroscience before turning her passion for people into a successful coaching business in 2015. On this episode of CFO at Home Amy and Vince chat about her motivation for becoming a money coach, aligning with your partner on money, the importance of understanding your partner’s money belief system and more.

Key Takeaways:
  • Practical Tips for getting aligned with your partner on spending:
    • Seek to understand their possible core money issues
      • Lack of practical skills
      • Bad relationship with money
      • Negative experience with how money was modeled earlier in life
    • Seek to understand their money beliefs, values, expectations
    • Let your partner track small expenses first (eating out, etc) in order to give them a win

Recommended resources:
  • Mind Over Money - Claudia Hammond
  • Your Money and Your Brain - Jason Zweig
  • Amy’s free resource - bit.ly/JoyfulSpender

Ways to contact:
@moneymojocoach:  Facebook, Instagram

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