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What You Can Do Right Now

Information is great. But taking small steps now can lead to big changes.
  • Today
  • Talk to each other about your feelings toward money. Discuss your upbringing and your early financial life.
  • Take the Money Harmony Quiz to learn more about yourselves.
  • Talk about your financial goals for the future and what you picture your combined life to be.
  • Next Week
  • Track your income and expenses and work on your savings goals. Use our tool “Cash Flow Budget Template” to record your income and spending. If your monthly budget feels tight use our tool “Prioritizing Expenses” to learn what to pay first.
  • In the Next Few Months
  • Schedule time to talk about your cash flow and see how you are doing in reaching your financial goals.