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Personal finance for couples
For too long, couples have been left to fend for themselves financially. Zeta is here to change that.
BUDGETING FOR TWO
Need help figuring out how to merge your finances? Our free Spark guide walks you through how to select the right model for organizing your finances together.
Want customized advice? Talk to one of our Certified Financial Planners for honest, unbiased advice for you & your partner. Includes a free "get-to-know-you" session.
What we offer:
Having trouble figuring how to budget together? Use our step-by-step process to design & build a budget together, including a customizable worksheet.
WITH AN EXPERT
My significant other and I had had a few conversations about finances but we needed some help defining our goals and getting on the same page. Our Certified Financial Planner was instrumental in developing a plan for us and helping us create the habits to stick to it! We still check in with her every 6 months."
In this day and age, one of the biggest needs for couples is financial literacy. Zeta has been able to provide us with useful and interactive resources to help us properly understand how to work together on budgeting, savings, and goal tracking for our short term and long term goals."
Living together for 4+ years
As my partner and I got older, it became increasingly clear that we both needed to get serious about our finances, especially if we wanted a stable future together.
Thanks to Zeta, we've been able to develop a budget, stick to it, and have saved enough to go on our first vacation together next year!"
Married for 3+ years
Living together for 1+ years
Created by experts who have spent 10+ years providing guidance to young couples
Packed with common goals and action plans to get you moving towards your goals
Built to simplify your finances:
Focused on helping you discover your goals and chart milestones together
Delivered straight to your inbox to help you stay on track
Made for couples who:
in together and want to get a head start on their personal finances
are engaged and are looking to build short and medium-term goals
are married and could use help building a plan to achieve their goals