Do you find it difficult to talk about money with your partner? Join the club. Money is a leading cause of stress in relationships.
When it comes to money, communication is key. Constructive money conversations create transparency, establish shared goals, and provide meaningful insights into each other’s perspectives.
So, how do you open up the dialogue? Of course, you can always lean on us to guide these sensitive conversations, but you can also broach them yourself.
The key is to ask questions that are non-accusatory and start with questions to identify values and beliefs. For example:
- “What are your money goals? Do you feel like we’re on track to get there?”
- “Fill in the blank as it relates to our finances. Wouldn’t it be great if we_______?”
- “What’s your biggest fear when it comes to money?”
Despite the initial discomfort, discussing finances with your partner is key to building a healthy, lasting relationship. The more you have these conversations, the easier they get.
We are here to help. Don’t hesitate to reach out and click here to schedule a call with one of our advisors.
If you are approaching retirement, I encourage you to download our free retirement toolkit, which includes my book and several useful guides that cover the most important financial considerations for retirement. Click here to access that free toolkit.
This content is provided for informational purposes only. It is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for an individual’s financial decisions. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Strategy Financial Group does not provide specific legal or tax advice. Please consult with a qualified professional for guidance on your individual situation. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.