Sunita Rao, CFA
Chartered Financial Analyst • Founder, SUNYTA
"Financial planning isn’t about money — it’s about understanding each other’s priorities."
💞 Couples Webinar
Free • Live • Limited seats
Money & Marriage — Financial Planning for Couples
Practical, judgement-free guidance to help young couples plan goals, budget, protect each other and invest together — in just 60 minutes.
Seats filling fast — limited availability
Set Shared Goals
Learn to prioritise and timeline your dreams — home, kids, travel, early retirement.
Budget as a Team
Simple, sustainable frameworks to manage expenses and save consistently.
Protect Each Other
Right-sized insurance and emergency strategies that matter for couples.
Webinar Program — What We’ll Cover
Understanding Money Mindsets
Learn the simple questions to uncover different money mindsets and how to harmonise them.
Setting Shared Goals
How to prioritize and finance life goals together — timelines, buckets, and responsibility.
Budget & Expense Frameworks
50/50 vs proportional contributions, joint vs split accounts, and monthly checklists.
Insurance & Emergency Funds
How much cover each partner needs and smart ways to protect your combined future.
For whom this is best
Engaged couples, newlyweds, and any partners who want to start a deliberate financial journey together.
“We finally started investing together. This webinar gave us clarity and confidence!” — Riya & Arjun
“A simple roadmap — the budget template alone changed our saving habit.” — Priya & Dev
Frequently Asked Questions
Is this webinar really free?
Yes — it’s a free live session. We do offer a paid 2-day follow-up workshop at the end, but joining the webinar has no cost.
Will the session be recorded?
Yes — registered participants will get a replay link available for 48 hours after the live event.
Do I need to attend with my partner?
It’s recommended, but not mandatory. The content works whether you attend solo or together.