Wouldn’t it be great for you and your partner to turn money from a source of conflict into a resource for achieving your dreams?
Instead of arguing over finances, you can choose to start on a meaningful journey towards financial freedom—through a more successful money relationship.
It begins with discussing your money beliefs and values—some of which may be carryovers from childhood! Unless you understand where each of you is coming from, you won’t be able to function as true partners.
By using this worksheet, you’ll gain essential insights as you work together on:
- Exploring money beliefs and values for each of you
- Identifying and synchronizing your most important goals
- Formulating agreements on how to handle your finances
Like most couples, you’ve probably accumulated your wealth through diligent effort. But unlike most, you can choose to be part of the small percentage that function as true partners. With both of you rowing in the same direction, you’re far more likely to accomplish the things that matter to you and your family.
Congratulations on taking this step!
One more thing: if you’re serious about building wealth together, it can be very helpful to talk with a supportive expert.
If you’d like to build a more successful money relationship, please contact us for a free consultation with one of our trusted advisors.
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