Money date night
40 minutes. One decision. Start with something good.
Date
Who is here
1. Something good (5 min)
2. The numbers (10 min)
Net worth
Spent this month
Saved this month
Bills coming up
3. Goals (10 min)
| Goal | Amount | By when | Saved so far | On pace? |
|---|---|---|---|---|
4. One decision (10 min)
5. Next steps (5 min)
| Who | Does what | By when |
|---|---|---|
Next date
One kind thing to end on
Ground rules: no blame, numbers before opinions, two minutes each without interruption, phones away. A free template from MoneyFrame (moneyframe.app/money-date-night).