Manage $ With Your Partner

The person you spend your life with will matter much more to your financial security, and ultimately to how wealthy you become, than anything any financial advisor can do for you.

Coming to terms with different money philosophies View resource
Learn how to manage money together: View resource
Follow these 8 steps to goal setting with your partner: View resource
Use the Saving for Goals calculator View resource
Use this worksheet to get started View resource
To Whether you're newly married or years into your marriage, follow these 8 steps to setting up a system that works for you View resource
Make sure your beneficiaries are up to date
Determine the differences between a will and a trust at View resource
Read about fun ways to manage money together View resource
Use money and goal tracking sites like and to set the discussion for regular money meetings with your significant other View resource

Author's Videos

What Isn't My Financial Advisor Telling Me

Why I Started Financial Finesse

When Do I Need An Advisor