Have regular Financial Dates®

Financial Dating is about cooperatively co-creating wealth with your life partner.  The number one step to keep in mind is to have regular Financial Dates – otherwise, I guarantee that you’ll find yourselves talking about money when you feel reactive and anxious— whether it’s after you’ve experienced that familiar churning sensation in your stomach when you’ve noticed that your partner made another major purchase to the credit card without talking to you first, or gave the kids money without your knowledge.

These are very bad times to talk about money, because you are already in a reactive and volatile mindset.  The most effective way to prevent money surprises is to have regular Financial Dates.

Make it a goal to set aside time for twice monthly Financial Dates, while striving to work your way up to three Dates per month.  If having several Dates a month feels too daunting to you, start with at least one Date a month.  You can always gradually increase the number of Dates later.

You can start participating in Dates immediately without knowing anything else about Financial Dating.  The important thing is to begin having scheduled conversations about money with your partner.