Tell your partner you want to share in the financial decisions.

Can we find time to sit down < with wine / after the kids are asleep / next weekend > and walk through all of our accounts?

I get excited when I think about < retiring with you / our kid's future / our next big purchase > and I want to be a part of creating that future.

Getting me up to speed and working together on this will benefit both of us moving forward. I really appreciate how you have been handling our finances, but knowing where everything is and how I can access it will make me feel < relaxed / empowered / enlightened > .

Print this page on paper or as pdf to save your ice-breaker.

You can also use your ice-breaker to discuss with your advisor.