helpful stuff

Take advantage of some of these great resources to help you and your spouse get organized, get on the same page, and – well – get naked!

perspectives worksheet – Sometimes our spouses leave us scratching our heads, wondering, “What was he (or she) thinking?!” Often we don’t understand the unique perspective our spouse, and we ourselves, bring into our marriage regarding money. This worksheet will help you reflect on your own childhood and pre-marriage experiences with money, and those of your spouse.

dreams & goals worksheet – This is by far the best tool to help you and your fiance or spouse begin productive, healthy conversations about money. For great results (and some fun!), complete the worksheet separately, then plan a date night to discuss. Commit to developing a new, common set of dreams and goals that honors you both. Enjoy the ride!