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Healthy relationships are the foundation of strong communities. Whether you have been together for years or are just starting out, creating a shared vision can take your relationship to the next level and create a financial journey that inspires those around you.

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Thasunda Brown-Duckett

Thasunda Brown-Duckett

CEO, Chase Consumer Banking

Michelle Ebanks

Caroline Wanga

Interim CEO, Essence Communications Inc.

Step 1: Connect

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Align your goals

When we partner with another person we bring our money beliefs, perspectives and habits into the relationship. Often, the partnership helps us rise to new levels and achieve more than we ever could alone.

Sometimes, there isn’t a clear path to merging financial lives whether you are just starting out or have been together for decades. Building a pathway to financial success starts with getting clear about where you are now and the values and vision you share. With a shared vision as your focus, you can create a plan that honors your individuality and your relationship.

Step 2: Engage

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Prepare for action

Creating a path to stay on track is better when you do it together. Identify your individual strengths to help you prepare for the challenges that come with managing money in a partnership.

Create milestones to measure your progress to help you stay motivated to achieve your goals. Start by “sweeping away” the past and make two financial journeys become one.

Step 1: Jumping the Financial Broom