Result: You're a verbal person, motivated by the freedom to pursue your dreams.
Result: You're a verbal person, motivated by the freedom to pursue your dreams.
Have one-on-one money conversations whenever possible. Talk it out or write it down. You want the opportunity to make your dreams happen. Identify what freedom looks like to you. Start planning for these dreams and you’re on your way.
Money Moves to make:
Money Moves to make:
Money Talk
When you open the lines of communication early and often, money talks don’t have to be contentious. UBS research shows that partners who share financial decisions feel more positive about the future and less anxious about money.1
Financial Dreams Kickstart Guide
Financial Dreams Kickstart Guide
Dreaming about what you want your money to do can be fun. Use this Financial Dreams Kickstart Guide to get going.
- What do you want to accomplish in your life?
- What are your main concerns?
- What do you want your legacy to be?
- Who are the people that matter most to you?
- How do you plan to achieve your life’s vision?
Talk to your partner about overspending and developing a budget.
Talk to your partner about overspending and developing a budget.
Starting a conversation is an important money move, sometimes we just need help getting started. Our fill-in-the-blank money talk guides are the perfect way to organize your thoughts when it comes to commonly avoided conversations. Start planning now.
