Couples Financial Planning Workbook - Money Dates, Budget Templates & Goal Setting

What's Inside

• Comprehensive Couples Financial Planning Workbook - Money Dates, Budget S & Goal Setting worksheet with clear categories
• Monthly and weekly tracking sections
• Visual progress charts and graphs
• Goal-setting framework with milestones
• Tips for staying on track with your finances

Stop Fighting About Money. Start Building Together.

Money is the #1 cause of relationship stress. Not because couples don't have enough — but because they don't talk about it the right way.

This workbook gives you the structure, language, and tools to have productive money conversations — even if you've never agreed on a budget before.

What You Get:

• Money Story Discovery — Understand WHY you each handle money the way you do (childhood, family patterns, fears)
• Joint Budget Templates — Yours, Mine & Ours budgets for couples at every stage
• 12 Money Date Guides — Monthly guided conversations (with wine optional) that keep you aligned
• Financial Goal-Setting Worksheets — Short-term, mid-term, and long-term goals as a team
• Debt Attack Plan — How to tackle debt together without blame
• Difficult Conversation Scripts — What to say when one person is a spender and the other is a saver
• Emergency Fund Calculator — How much YOU specifically need and a plan to get there

Works for dating, engaged, newlywed, or 20-years-in couples.

Instant digital download — PDF format. 35+ pages.