Talking money with your partner or significant other can be a tricky conversation to navigate, but it's important you are both on the same page when it comes to planning a future together financially.
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Create a saving planStart talking numbers. How much would we need to make a financial dream come true? Together, create a savings plan that will help you achieve your shared goals. |
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Prepare your ThoughtsPrepare a mental list of topics you’d like to discuss. Include the basics along with any specific issues that you’d like to see change. |
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Discuss Money ManagementIf you aren’t already sharing expenses, talk about it now. Also, consider linking one of your accounts or opening a shared account at the credit union. |
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Dedicate a TimeTogether, choose a time when both of you can focus without distractions. |
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Build a BudgetWork out a monthly budget that accounts for all expenses and your new savings goals. |
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Start with a visionHere are some things to get you thinking: |
Congrats!
You’ve made it through the money talk. Now, go and make those dreams happen!
NMLS #562301 
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