Couple Finance Tips

Managing finances together as a couple can be challenging.

It's critical to your present and your future to have the "money talk." Approaching this conversation with honesty and transparency can help you get started on the right foot. Here's what you can do to start things off on the right foot... and as a team!

MANAGING FINANCES AS A TEAM

“Too many people spend money they earned… to buy things
they don’t want… to impress people that they don’t like.” — Will Rogers

Frequently Asked Questions

What are the best budgeting apps for couples?
Are finances and debts automatically intermingled after marriage?
When does your spouse's credit affect yours?
How should I split finances with my spouse?
How do we create our budget as a couple?

For Better
Money Discussions:


1. Set a date and time for a discussion aka a money date.

2. Be inclusive when speaking to your partner.

3. Listen carefully to your partner and avoid placing blame.

4. Start with shared values.

5. Look ahead (the next 1-3 months) with your shared goals.

6. Always celebrate your accomplished goals together.