Your Financial Date Night Toolkit

Discussing money and financials with your significant other can be complicated especially if there is one person who usually takes the lead. It can amplify differences in spending patterns and future goals. We've developed this Financial Date Night toolkit to help couples work together as a team to build a solid financial plan for the present and the future.

Depending on your situation and current goals, these tools will help you take the first steps to:

  • A quick scorecard for your current financial path
  • Identify realistic spending needs in the various stages of your life
  • Estimate your net income and cash flow




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