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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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