Description
Money is one of the top sources of conflict in marriage — not because couples are bad with money, but because they’ve never been given a way to talk about it.
The Marriage & Money Guide is that way. It’s a structured Excel workbook that walks you and your partner through the conversations most couples avoid — at your own pace, in the right order, judgment-free.
What’s inside:
- Money Mindset — side-by-side reflection columns exploring where each of your money stories began (complete separately, then share)
- Money Personality Check — rate yourselves on 10 money habits; your scores total automatically so you can see exactly where you differ
- Financial Transparency — the brave tab: real income, real debt, real savings, shared openly
- Values & Goals — rank your priorities separately, then build your shared vision together
- Monthly Money Meeting — a 30-minute agenda that turns money talks into a habit instead of a fight
- Our Agreements — write your family’s financial commitments and sign them together
Includes a Start Here guide that explains the exact process, including when to work separately and when to come together. Works in Excel and Google Sheets. Instant download.
One team. One vision. Finally on the same page.
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