How To Talk Money With Your Partner

Talking money with your partner or significant other can be a tricky conversation to navigate, but it's important you are both on the same page when it comes to planning a future together financially.

	Create a saving plan Start talking numbers. How much would we need to make a financial dream come true? Together, create a savings plan that will help you achieve your shared goals.
	Prepare your Thoughts Prepare a mental list of topics you’d like to discuss. Include the basics along with any specific issues that you’d like to see change.
	Discuss Money Management If you aren’t already sharing expenses, talk about it now. Also, consider linking one of your accounts or opening a shared account at the credit union.
	Dedicate a Time Together, choose a time when both of you can focus without distractions.
	Build a Budget Work out a monthly budget that accounts for all expenses and your new savings goals.
	Start with a vision Here are some things to get you thinking: • Wouldn’t it be abasing to buy a home of our own? • I’d love to retire at 55. Wouldn’t you?