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Holding Hands

Money date agenda

You're making money dates happen, but what the heck should you talk about?

So you've heard that the best way to get and stay on the same page with your partner about money is to have regular money meetings, or dates, but once you make the time, what are you supposed to talk about?

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If you just go with the usual, "How much did we spend on Amazon and did we really need that?" chances are you'll end up back where you're trying not to be: in a fight about money.

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Or if you're a couple where one of you is more into money than the other (which is TOTALLY typical, by the way), it can be easy to let that person take the lead while the other person's eyes glaze over and it can feel like you're pulling teeth to get on the same page.

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I want to make it easier for you! That's why I created this Money Date Agenda and Suggested Monthly Tasks download, so that you can both go into your money meeting with an idea of what you're going to cover and also make sure that throughout the next year, you're covering all the areas of your finances that need to be addressed.

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Download the PDF totally for free, schedule your first official money date with each other, and then get started on the sexy work of getting (and keeping!) your finances together, as a team. 

money-date-agenda

Avoid money fights

Stop worrying that there's a big, important thing you're forgetting

Get to know your partner on a different level

Get on the same page about money without stress or drama

Honor the energy of money through organization and planning

Find some financial peace of mind!

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Get My Free Copy Now

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Hi, I'm Kelley!

Are you ready to find your financial bliss?

I'm  a CERTIFIED FINANCIAL PLANNER®, Calm app narrator, a CPA, podcast host, and money coach. As part of my mission to help ease pain and leave a positive difference in the world, I've been helping people with their money for 20+ years and won’t stop talking about the merits of HSAs and why most people are thinking about retirement all wrong.

 

Have fun with this effort and if you want a couple probing questions to get started with asking each other, check out Episode 20 of my podcast for tips!
 

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