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ZETA

Personal finance for couples


For too long, couples have been left to fend for themselves financially. Zeta is here to change that.

FREE GUIDE:
BUDGETING FOR TWO

Need help figuring out how to merge your finances? Our 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:

FREE GUIDE:
MERGING FINANCES

Having trouble figuring how to budget together? Use our free step-by-step template to design & build a budget together.

1:1 ADVISING
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."


"

Nicole,
Living together for 4+ years

Testimonials:

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!"

Isabel,
Married for 3+ years

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"

Farman,
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:

recently moved 

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 

together

are married and could use help building a plan to achieve their goals

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