Couples Financial Planning Workbook

💑📘 COUPLES FINANCIAL PLANNING WORKBOOK

A guided, easy-to-use workbook designed to help couples align on money goals, budgets, and future plans. The Couples Financial Planning Workbook opens the door to better communication, smarter decisions, and a stronger financial partnership.

Perfect for new couples, engaged partners, or long-term relationships looking to grow financially together.

📦 What’s Included
• Joint budgeting templates and expense trackers
• Goal-setting worksheets for short- and long-term plans
• Debt repayment and savings strategy pages
• Conversation prompts to make money talks easier
• Bonus: Printable monthly finance calendar

🌟 Key Benefits
• Builds trust and teamwork in financial decisions
• Helps avoid money-related conflicts
• Creates a clear roadmap for shared goals
• Encourages healthy and open communication
• Keeps both partners accountable and on track

👥 Perfect For
• Newlyweds and engaged couples
• Long-term partners combining finances
• Couples planning big life changes (buying a home, kids, travel)
• Relationship coaches or financial advisors working with couples

📁 Format & Delivery
• Instant digital download
• PDF + editable spreadsheet formats
• Printable pages for in-person discussions
• Accessible on desktop, tablet, and mobile