Money Talk for Couples (In-Person)

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Program Description


Please note that this program is in person at the Noah Webster Library. 

This workshop is for couples and focuses on how to financially organize strategies, goals, and waypoints for a happy and successful life. It follows four financial safety rules of Teamwork, Simplicity, OPA and Trust. How to enact change in achievement will be explored in each. We encourage couples to come and share their methods, what's worked and how they communicate with their spouse.

Mr. Sullivan is an author, public speaker, and senior financial planner at Fiscal Dynamics, Inc., a holistic financial planning firm in Farmington, Connecticut. He loves helping young adults and retirees use money as a tool, but his primary focus is helping parents of primary and secondary ages with financial planning. He graduated from Fairfield University and holds two master’s degrees of science: Management and an MBA. Mr. Sullivan lives in Avon, Connecticut, with his wife and two daughters.