Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

A LIVE DISCUSSION
MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity

Married with Assets - Live Discussion

Wednesday February 22nd | 11:00am PST | 45 minutes

LIVE DISCUSSION – MARRIED WITH ASSETS:
A Couples Guide to Navigating Financial Complexity

Join us on February 22nd for this 45-minute Live Discussion where we will help loving couples overcome tough money issues and get on the path to financial harmony.

This program will cover:

  • How to Navigate The Tough Financial Conversations
  • Understanding Each Partner’s “Money Story”
  • Making The Best Decisions Together

A FREE Valentine’s Day-Inspired Live Discussion (on Zoom) guided by Gates Pass Financial Guides K. Esther Szabo and Erik Schei.

ATTENDANCE IS LIMITED! Sign up today.

  CLICK HERE TO SIGN UP FOR THIS WEBINAR TODAY!

Money Can Be A Real Source Of  Stress In Couples Relationships.
Learn how to better navigate tough financial situations like:

  • Making a major purchase
  • When one person in a couple stops working
  • Blending finances in a 2nd marriage
  • Transitioning to retirement
  • When one partner is Loosey Goosey with money, and the other is Chicken Little

Drawing from their experience helping couples successfully navigate tough financial conversations, decisions and challenges, K. Esther Szabo and Erik Schei will guide you through this interactive Live Discussion.

Key Things You’ll Learn

  • It’s Okay – Financial Disharmony in Couples is Common – These can be difficult conversations and decisions – and trigger points – for all couples.
  • Understanding vs. Winning – Why it’s important to listen and understand each other, rather than convince each other that your perspective is right
  • “What’s Your Money Story, Honey?” – Knowing and Understanding each other’s Money Story (the past)
  • A Comfy Space for the Conversation is Key – Tips and advice on how to create a comfy space, and structure peaceful conversations
  • The Power of Exploring Possibilities – We’ll introduce the very powerful, affirming, validating “Decision Center” tool to explore and visualize how certain money decisions would affect future financial outcomes for your portfolio
WHO WE ARE

Esther Szabo, CFP®, Certified Financial Transitionist®, Founder and CEO

With over 25 years of financial planning experience, Gates Pass founder K. Esther Szabo is a respected leader in her field.

A skilled advisor, Esther can help each individual navigate the many challenges involved in life and financial planning. She is passionate about the role comprehensive financial planning plays in helping a person craft and attain their goals.

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Erik Schei, CFA, Certified Financial Transitionist®, Associate Advisor

Since Erik joined Gates Pass in 2019, clients have repeatedly expressed appreciation for his ability to translate current market and investment information into easily digestible and engaging discussions. He is fluid in matching the level of involvement and interest of the client.

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Unlike most financial advisory firms, we don’t measure our size by “Assets Under Management”. At Gates Pass, it’s all about personal, trusted relationships.

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