Vanessa (48) and George (59) have been married for five years and run two businesses together, but still keep their finances separate, leading to recurring tension, resentment, and financial instability.
Vanessa is a risk-tolerant entrepreneur who sees money as a tool for growth. George is nearing retirement, risk-averse, and clings to financial security. They split everything 50/50, even when Vanessa stopped drawing a paycheck from their business. Now, with $482K in debt and $28K in savings, George’s retirement is looming, making their financial foundation feel unstable. His fear-based money spirals derail productive conversations, while Vanessa feels alone, unsupported, and afraid their misalignment could threaten their future.
Can they learn to trust each other, merge their financial lives, and build a shared vision before retirement kicks in?
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