Result: You're a verbal person, motivated by making a lasting impact.
Result: You're a verbal person, motivated by making a lasting impact.
Have one-on-one money conversations whenever possible. Talk it out or write it down. Leaving a lasting legacy and changing the world for the better is important to you. Focus on the causes important to you and how you want to help, then make a plan
Money Moves to make:
Money Moves to make:
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?
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
Make a plan with your partner to take care of your family if something happens.
Make a plan with your partner to take care of your family if something happens.
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.