A Couple’s Monthly & Quarterly Financial Review
Communication is the key for healthy relationships and growth. We have created a tool (click here) that will help start the conversation about your finances. Use this guide to set aside time for a real talk about your finances, your goals for your family, action steps towards those goals, and identify your commonalities and differences – and don’t be afraid of the differences. You may hit a hot button item, but don’t let that keep you from talking it through. We are often reminded to, “let us seek first to understand, then be understood.” Coming together on a regular basis may take time and practice, but your relationship and finances will be greatly improved. We hope you will make good use of this Monthly and Quarterly Review and should you need help or guidance at any point be sure to let us know; we welcome the opportunity to speak with you.