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Build Your Dream Team

3x3 Being Financial PartnersMaking a plan for a rainy day is always prudent. Some examples might be stashing some money in a savings account, looking toward your retirement or setting aside a three-month supply of food so that you are covered in case of an emergency. Just don’t go overboard, and sacrifice living to the fullest in your present life for an unforeseeable future.

I think of my friend’s grandmother finding an envelope labeled Hawaii trip in her husband’s safe deposit box after he died. They never left mainland soil in his lifetime. He had plenty of money in the envelope; they had the time; he just waited too long to take action. His financial fears kept both of them from sharing unique and fulfilling experiences together.

Have you shared your dreams, your goals or even your credit score with your partner? Maybe it is time to sit down and have a face-to-face conversation about what is important to both of you. Make the time to explore how to make those dreams happen. You want to know what triggers stress in each other and be aware of emotions can trigger extreme reactions.

As you become more aware of your emotions and what triggers your Money Nerve, you will be able to be more understanding of your partner’s Money Nerve. You want to have a conversation with the goal of improving financial communication and a better understanding of the person you love. You may still get annoyed and even upset by the reactions of others— but know you have each other’s back to deal with your situation.

Many times, sharing your financial journey and goals with others can help keep you on track. Keeping a budget together with a common focus becomes fun with a partner because you can “team up” with one another to track receipts, and build a stronger portfolio. When you join forces, you can now plan on how and where to spend your cash, set goals for fulfilling each other’s dreams and laying the groundwork for a better future.