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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.

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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.

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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.

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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.

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Dedicate a Time

Together, choose a time when both of you can focus without distractions.

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Build a Budget

Work out a monthly budget that accounts for all expenses and your new savings goals.

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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?


You’ve made it through the money talk. Now, go and make those dreams happen!