Sharing Resources

I love to share resources with my clients!  Take a look below for some downloads that you can use.

Please use these resources and share with your friends and family!

 

Money Date Conversation Cards FRONT

Talk with your partner about your financial goals!

Download this 5x7 card to take on your next Money Date.  It will give you discussion prompts for opening the conversation to talking about your goals.

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Money Date Conversation Cards BACK

Tips for best results!

Set up your Money Date for success!

 

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