JOYful Finances for Couples

Whether you already have frequent money conversations with your partner, or you both avoid the topic at all costs, navigating a big financial conversation with your partner can start with our helpful JOYful Finances for Couples Checklist. The checklist is designed to foster open communication about money topics you may have otherwise avoided – or forgotten to discuss.

The checklist will help you and your partner discuss:

  • Your individual and couple money goals for the future
  • Combined vs. separate finances
  • Household budget
  • Emergency fund
  • Debt – both individual and combined
  • Savings
  • Money management responsibilities
  • Retirement goals
  • …and more!
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