Relationships and Money: Resources and Tools

Sometimes it can feel like we are walking on eggshells when discuss money with our partners, kids, and loved ones. It doesn’t have to be that way; these resources can help!

Kids & Money

Listen in to this NPR LifeKit podcast episode that explores how and when to talk to your kid(s) about money.

Money Date Planner Tool

My downloadable worksheet walks you through how to set-up successful money dates!

Money Couples Worksheet

This downloadable form provides an outline for you and your partner to discuss your financial circumstances, goals, and values.