Aligning Goals for Couples

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.

  • Would you be interested in a free financial planning consultation from Opal Wealth Advisors?*

*Required fields. Please see our privacy policy

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and, (3) a description of each comparative benchmark/index is available upon request.