How to Have a Successful Money Date

If you want to get financially aligned with your partner, you need to be having regular money dates! Couples stressed about the impact money has on their relationship are a large part of my client base. In this video, I break down what a money date is, and how to successfully have one with your other half. These are the exact tips and techniques I use in my financial therapy sessions with clients. Here's the summary, watch the video as I break down each step!

1) Take a Step Back—Look at the history of where your beliefs about money came from

2) Mind your "Always" and "Nevers"

3) Dream Big—Collaborate together on what you want to achieve financially that aligns with your values as a coulple.

4) Look at your Spending

Get on the Same Financial Page as Your Partner

How do you handle it when you are on a different page—financially speaking—than your partner? I see so many clients who are in various phases of getting aligned with their financial relationship. When you are in a partnership where you are on different phases, don’t freak out! I walk through how to talk to your partner about this so you can be #couplegoals. Watch above, or scan through the bullet points below.

  • Own your own money story and remember that money is often emotionally charged

  • Make sure you are on a team—collaborate and agree on goals as a couple. Many couples find having separate or multiple savings accounts helps them visualize their progress towards their financial goals

  • Carve out time for a money date

  • Think long-term. What happens if you don’t make any changes to your finances? What financial goals do you have within the next five years?