Beyond the Budget Couples Retreat 2026

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
Two smiling women wearing sunglasses taking a selfie outdoors with a mountain and blue sky in the background.

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.

Tall trees with green leaves in a forest.
Close-up of a pink coffee mug with black specks on a wooden surface, with a background of blurred green trees and mountains.

The Retreat

A lush green garden with plants, trees, a stone pathway, and a mountain range in the distance under a cloudy sky.

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