Objective 1: To introduce the concept of "money dates" and importance in personal finance management, providing practical tips for initiating and conducting these conversations.

Objective 2: To offer actionable strategies for scheduling and conducting effective money dates, including tips for creating a conducive environment and setting agenda items for discussion.

Objective 3: To empower listeners with tools and resources to optimize their money dates, covering topics such as setting intentions, SMART goal-setting, leveraging technology, and fostering collaborative decision-making.


Money Date Template

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