Jumping the Financial Broom
Tools for your Financial Journey
Helpful resource to speed you on your journey to achieve your financial goals.
Talk about it
Set aside time to talk about how you BOTH feel about where you are right now and your vision for the future. Most goals will have financial impact so getting a clear picture about where you are now is important. It can help you focus on the areas that you share the same or similar perspectives and notice the areas that you may have to develop shared agreements.
Get to work
Once you have completed your worksheet, switch and allow your partner to read your perspectives. Talk about the areas you notice that are similar and the topics where you have different perspectives.Download worksheet