Beyond the Budget Couples Retreat 2026
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Nov. 5th-8th, 2026
Mt. Mitchell, North Carolina
For couples who don’t want to wait another day to feel connected in conversations about their shared financial vision together.
Why We Built This
We created the Beyond the Budget Couples Retreat because we kept seeing the same pattern: people doing the “right things” with money on paper, but still feeling disconnected from what they were building together in life.
As a couple, we’ve lived in the space where financial decisions, career demands, and relationship dynamics all overlap. We know how easy it is to stay in constant motion with planning, optimizing and achieving without ever creating space to actually step back and ask: Is this the life we want together?
As mental health clinicians, we also saw how rarely couples get the opportunity to slow down and explore both money and connection in the same room. Financial conversations often feel technical or stressful. Relationship work often stays separate from practical life decisions. But in reality, they are deeply intertwined.
This retreat is our way of bringing those conversations together in an intentional and thoughtful manner in a setting that allows space to breathe. Not as therapy, and not as financial advising, but as guided time to reflect, realign, and reconnect with what matters most.
Beyond the Budget Couples Retreat is for couples who are building something together and want to do it with more clarity, alignment, and intention attending to the financial, emotional and relational components.
We built this because we needed it too.
The Retreat
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We've identified a private retreat center in the beautiful mountains of western North Carolina, just outside Asheville. Designed for rest, connection, and reflection, the property accommodates up to 15 couples plus retreat staff, with private bedrooms and bathrooms spread across five charming lodge buildings.
Wake each morning to mountain air, wooded views, and the sounds of nature. Spend time on covered decks, relax in a rocking chair with a cup of coffee, or take in the peaceful surroundings as you reconnect with yourself, your partner, and the life you're building together.
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The retreat is thoughtfully designed to balance connection, learning, and rest. You'll enjoy dedicated time with your partner, interactive workshops, and opportunities to connect with other couples who value intentional living and meaningful partnership.
Together, we'll explore topics including communication, emotional connection, shared financial goals, and the everyday habits that help couples build a strong and fulfilling life together.
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We are partnering with a private chef to provide locally sourced and seasonally harvested delicious, nourishing meals throughout the retreat. Your stay includes a welcome dinner on Thursday evening, breakfast, lunch, and dinner on Friday and Saturday, and a farewell breakfast on Sunday before departure.
Our hope is that every meal becomes an opportunity to slow down, connect, and enjoy the experience together without having to think about planning, cooking, or cleanup.
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This retreat is designed to be more than a getaway, it’s an opportunity to slow down, reconnect, and have the conversations that are easy to postpone in everyday life.
We are carefully building every part of the experience, from the setting and meals to the facilitation and details that help couples feel supported. We’re finalizing pricing now with the intention of balancing accessibility with the quality of experience we want to provide.
We’re committed to being thoughtful stewards of your investment and creating a weekend that feels genuinely valuable for your relationship.
We anticipate pricing will reflect the intimate nature of this experience and will include everything you need for the weekend with no surprise add-ons.