The Pre-Wedding Money Talk

Stop Money Fights Before They Start.

Money arguments are the #1 cause of divorce. This 7-Chapter Couples Financial Workbook is your non-judgmental, easy-to-use guide to merging your individual finances into one healthy, shared future. Perfect for engaged couples, newlyweds, or partners moving in together.

What’s Included in the Workbook?

This guide is designed to be a collaborative Money Date Night activity, covering everything from individual history to long-term investment goals:

Chapter 1: The Full Reveal: 5 Must-Ask Questions to uncover your partner's hidden money beliefs and financial history.

Chapter 2: The Merger: A complete snapshot to combine your debt and assets, giving you your shared Starting Net Worth.

Chapter 3: The Shared Budget: Step-by-step guidance on implementing the proven 50/30/20 Budgeting Rule tailored for couples.

Chapter 4: Account Logistics: A clear breakdown of the Three Most Popular Bank Account Structures (Fully Joint, Separate/Shared Bills, Hybrid) to help you choose the best fit.

Chapter 5: Conflict Resolution: 3 Ready-to-use Scripts for managing arguments over overspending without assigning blame.

Chapter 6: Future Goals: Tools to turn vague dreams (house, travel, family) into S.M.A.R.T. and Fundable Savings Goals.

Chapter 7: Legacy Alignment: Essential checklists for updating Beneficiary Forms, Wills, and Retirement risk alignment.

Why This Workbook Works:

This guide replaces stress and anxiety with clear, actionable steps. You don't need a financial advisor—you just need a process. Download instantly and start building your financial future today!

File Format: 40+ Page Fillable PDF (Digital Download Only)