Twogether Money

Your First Money Date: Set Up the 70/30 System Together (Without Fighting)


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Talking about money with your partner doesn't have to feel like going to war. Learn how to turn the dreaded "money conversation" into a connective experience that brings you closer—while building wealth together.

Full Description:

Most couples avoid talking about money until it becomes a crisis. But what if the money conversation could actually strengthen your relationship instead of threatening it?

In this episode, Chloe and Ian walk you through exactly how to have your first money date—the conversation where you design your 70/30 system together and become a financial team.

You'll learn:

• Why couples avoid money conversations (and how to reframe it entirely)

• The exact setup: when, where, what to bring, and what mindset to have

• The three unbreakable rules: no blame, curiosity over judgment, same team mentality

• Phase 1: Vision Phase—dream together about what financial peace looks like

• Phase 2: Reality Phase—look at where money actually goes (without judgment)

• Phase 3: Design Phase—create your customized 70/30 split

• Phase 4: Implementation Phase—set up accounts and automation

• What to do when the conversation starts going sideways (because it might)

• How one money date can transform your entire relationship

Real client stories:

• Sarah & Mike: Hadn't talked about money in 2 years—she'd rather go to the dentist. After their money date, they scheduled a second one voluntarily.

• Jason & Alicia: Both terrified of being judged. Used the "no past blame" rule and created a system together instead.

• Tom & Elena: Together 8 years, money was always an underlying tension. After the money date, they felt closer than they had in years.

This isn't just about the system. It's about becoming financial partners who trust each other, understand each other, and build wealth together.

Ready to schedule your money date? Download the Money Date Workbook: twogethermoney.com/moneydate

Looking for the book? TwogetherMoney.com

Ready to join the Guild? TwogetherMoney.com/guild

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Twogether MoneyBy Shanta Lee Meeder