Step 1: Define success. Talk to your partner to determine exactly what you both want for your financial future. Once you know your goals, it’s easier to budget and prioritize based on your shared vision.
Step 2: Align your priorities. If one person is concerned with living in-the now, it might not match with a partner that thinks more long-term and desires to plan for the future. You likely share some ideals like saving for education or retirement. Find those values you both share and work together.
Step 3: Agree on how to accomplish your goals. Be flexible and be committed. You might try a separate bank account to accommodate your savings.
Step 4: Make it fun. Plan some milestones into your financial relationship and when you reach them, have a celebration. Remember to enjoy the process. Success is a journey.
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