Relationship Agreements
Every couple has their own rhythm, values, and vision.
A Relationship Agreement reflects yours. Whether you’re planning to move in together, getting married, blending families, living long distance, or simply wanting to deepen your understanding of each other, this process supports you in having the conversations that matter - before they become sources of confusion or conflict.
A Relationship Agreement can help you:
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Clarify how finances and responsibilities will be shared
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Protect assets, individual property, inheritances, or business interests
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Protect yourself from shared debt liability
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Create peace of mind for blended families or prior commitments
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Set healthy expectations and avoid conflict down the road
A Relationship Agreement is the foundational document to create a Cohabitation Agreement, Asset Protection Agreement, Prenuptial Agreement, and/or Postnuptial Agreement. The following packages can be turned into any of these legal agreements.
Package 1 - Foundation
This package is for couples taking a significant step forward, such as moving in together. It’s a powerful first step in building a shared life. We guide you through the essential conversations
that create a strong base of trust and understanding.
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Align your vision: We'll help you explore your core values and establish ground rules for respectful and productive communication.
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Talk about money: Understand each other's "money personality" and outline clear expectations for joint accounts, bill payments, and shared expenses.
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Create a shared space: Discuss roles, responsibilities, and expectations for your home so you can create a place that feels like yours.
The Outcome: After this guided conversation, you'll have a clear framework for your future together. You can either keep this outline as a guiding document or use it as a basis for a concise and legally sound Cohabitation Agreement.
Package 2 - Blueprint
This mid-level package is designed for engaged couples or those with more complex needs who are ready to get married. It includes everything in The Foundation but expands the conversation into a more detailed and comprehensive plan for your shared future.
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All topics in The Foundation, plus:
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Align your goals: Explore individual career goals and aspirations, and discuss how you'll support each other as a team to achieve them.
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Combine your financial power: Take a detailed look at existing assets and debts, and create a shared vision for major life purchases, savings, and investments.
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Plan your future: Have an in-depth conversation about long-term intentions, such as your vision for a family and where you want to live.
The Outcome: This process provides a thorough and detailed blueprint for your life together.
You can keep this powerful outline as a private guide, or you can use it to have a Pre-nuptial Agreement or Post-nuptial Agreement professionally drafted.
Package 3 - Bliss
This is your most comprehensive package, designed for couples who want to leave no stone unturned. It's ideal for those with more complex financial situations or those who simply want to
have every important conversation, with an increased number of sessions to allow for deeper exploration.
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All topics in The Blueprint, plus:
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Family & legacy: Have an in-depth conversation about your vision for family, including children and extended family relationships.
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Plan for your legacy: Discuss estate planning, including wills and powers of attorney.
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Stay flexible: Create a plan for how and when you will revisit the agreement in the future, ensuring it grows with your relationship.
The Outcome: This package results in a fully bespoke and comprehensive plan that reflects every nuance of your shared vision. It's the ultimate tool for ensuring peace of mind and building a robust plan for your entire future. You can use this outline to create a comprehensive legal agreement that covers every aspect of your life together.