Hello!

I’m BatSheva Goldstein. I specialize in financial communication, helping couples ensure their spending aligns with their values. Yes, you read that right.

Every conversation about money is a conversation about values. As an investment advisor (see BrokerCheck), CFO, and Financial Planning Coordinator at a financial services firm, I’ve witnessed all kinds of discussions – some that flow smoothly and others that are painful to watch, as couples struggle to build shared goals.

It got me thinking... what skills are needed for productive money conversations? Money talks are rarely about dollars and cents... they are about fears, worries, and sometimes even about control or power.  That’s why I created FinancialDate™- a tool to help couples discuss money in a comfortable way.

FinancialDate™ highlights financial differences, increases awareness, and fosters mutual understanding, ensuringaligned goals and appreciation for different financial backgrounds.

FinancialDate™ is ideal for people who have trouble communicating comfortably about their finances – whether you’re newlyweds or have been together for years. It is great to use if you face financial challenges or enjoy discretionary income. It’s perfect for navigating new milestones like starting a family, buying a house, paying for college, or planning for retirement.