It Is Time to Embrace the Money Date

Money dates, those elusive appointments on your calendar, can often feel as intimidating as a blind date with destiny. Yet, they hold the key to a healthier financial future and a deeper understanding of your financial self. Picture this: a rendezvous where budgets and bank statements become your conversation starters, where financial goals are courted, and financial fears are embraced with open arms. In this article, we embark on a journey to demystify the concept of money dates, exploring how these regular financial rendezvous can transform your relationship with money and set you on a path to financial bliss. So, grab your financial planner and prepare to swipe right on your financial future — because it’s time to fall in love with your money all over again.

What is a money date?

A money date is a scheduled conversation — a date- about your finances, goals, priorities, and what you want to accomplish. You review your spending, budget, and financial goals. It can be a solo date or a date with your partner or spouse. Scheduling time allows both to prepare and not get overwhelmed.

What is the framework?

In the beginning, keep it simple

• Set goals- maintain a broader conversation around goals and values. What do you want to save for? What do you want to…