A Conversation Guide to Finances with your Partner
Use these open ended questions to get started on your conversation about finances. Take turns answering each question. Then talk about if they were similar or different and how to meet in the middle.
Where would you like to see our finances in 1 year?
Where would you like to see our finances in 5 years?
What is your top priority?
List your financial priorities in order.
Do you want to continue working?
At what age do you want to retire?
What savings accounts should we fill up first?
Do you want to get rid of debt?
What debt should we pay off first?
What sacrifices are you willing to make to reach our financial goals?
What do you think is a realistic budget for us in X category?
What do you spend too much on?
What are you doing good budgeting on?
Where do you think we need to put more money?
What’s your opinion on investing?
Are there any larger purchases you want?
How much money in our emergency fund would make you feel comfortable?
How much money do we need if one of us lost our job tomorrow?
Where would you like to see our money habits change?
What does financial freedom look like to you?
What’s your timeline to become financially free?
Are you willing to make sacrifices to meet your timeline and if so what are they?
What does not living paycheck to paycheck look like to you?
How can we help each other make better money choices?
What are your financial goals?
