Reasons to Schedule Your Money Date Today!

As a couple, you need to be a team in all aspects of life! This is especially important when it comes to your finances.
The Money Date Box for Couples is a great financial communication tool to encourage transparency about money 
and create a joint plan to make your financial future bright! 

Here are some reasons having a Money Date with your partner is so important for both of you: 

  • When you understand your money, you’re less stressed. 
  • When you understand your relationship with money, it helps you move forward.
  • When you can talk freely about your money, it improves communication skills. 
  • When you’re less stressed, seeing real progress, and having candid conversations, your overall wellness improves. 
  • When you take ownership over your money, you feel empowered. 
  • When you have a plan in place, you have a concrete road map to your future success.

Get The Money Date Box For Couples

The Money Date Box is where you start to take ownership of your financial future. This box contains the tools you need to learn more about personal finances, understand your own priorities, and create a road map in eight guided sessions.

Each week, set a ‘Money Date’ with your partner and work through the contents of the box. Discover each other’s values and priorities. At the end of eight weeks, you’ll have the foundations of a sound financial plan. 

In this Money Date Box, we cover the following  topics:

  • Cash Management
  • Debt
  • Investing
  • Retirement
  • Insurance
  • Estate Planning
  • Education

 

In addition to receiving the physical box, you’ll receive three months free access to The Money Date Box’s eight-week audio course with added content to support you on your financial journey. 

Start working toward your financial future together.

Get The Money Date Box Yearly Planner

TAKE CONTROL OF YOUR MONEY & ACHIEVE YOUR FINANCIAL GOALS: Do you struggle to keep your finances in order? It’s a lot to keep track of, but The Money Date Box Planner simplifies the process by helping you manage all of your financials—savings, budgets, debt payments, and more—in one place. By using this comprehensive, easy-to-understand budget tracker, you’ll be better equipped to spend well, start saving, set, and—yep!—achieve all of your financial goals. 

STAY ON TRACK & FOCUSED, SET MONTHLY & QUARTERLY GOALS, & BUDGET: It all starts with a plan! Each month, write down your monthly and quarterly financial goals. Put reminders of bills and payments due on the calendar. Make a monthly spending plan before you spend. Use predefined expense categories to plan your monthly budget. During the month, track all of your day-to-day spending. At the end of the month, review it all, identify negative spending habits, and make a plan to improve next month.

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