COUPLES
Money for Couples
What is the single most important financial goal we want to achieve together this year?
What does our ideal lifestyle look like in five years, and how does our current spending/saving habits support or detract from that vision?
What is our biggest fear regarding money?
If we received an unexpected $10,000 windfall tomorrow, how would we allocate it?
What is the exact target dollar amount we need to have saved in our emergency fund, and by what month will we reach that goal?
How much are we currently saving for retirement, and are we on track to meet our desired retirement age and lifestyle?
What is our joint plan for any existing debt ? Which debt are we attacking first, and by when will it be paid off?
What is the one major discretionary expense we are willing to reduce or eliminate this year to hit our primary goal?
What is our shared definition of a ‘large purchase’ that requires a joint discussion before either of us spends the money?
When and how often will we schedule a ‘Money Date’ this year to review our budget, track progress, and discuss upcoming major purchases?
