Money Talk Course for Two: 6 Lessons to a Shared Plan
A six-lesson text course with worksheets and made-up worked examples, from money histories to a written shared plan and a check-in date.
By Whole Life HQCourse · 6 partsRead onlinePrintable
Look inside
The real opening page, word for word. 6 parts in total.
Part 1: Start here, and Lesson 1: Money histories
Welcome. This is a six-lesson, text-only course for two people who share money, or are about to. Over six short sessions you will move from a first honest conversation to a written shared money plan and a date for your first check-in. It does not tell you what to do with your money. It gives you a path, wording, and worksheets, so the two of you can decide.
What this course does, and what it does not
It does:
- Walk you through six conversations in a fair order.
- Give you scripts, questions and fill-in pages for each.
- Show worked examples with made-up numbers, so you can see how a page looks when it is done.
- End with a written plan and a check-in date.
It does not:
- Give financial, tax, legal or counseling advice.
- Recommend any bank, app, account or product.
- Promise any particular outcome. Money plans work when people follow them, and life changes.
Several topics here, including joint accounts, shared debts, who owns what, and agreements in writing, have legal angles that vary by state, and differ for married and unmarried people. They appear in this course as questions for a professional. Treat them as prompts for an appointment with an attorney, a tax preparer, a nonprofit credit counselor or a fee-only planner.
What is in each part
- Start here, and Lesson 1: Money histories
- Lesson 2: Full disclosure
- Lesson 3: Shared and separate accounts
- Lesson 4: A shared monthly plan
- Lesson 5: A conflict-reset rule
- Lesson 6: The quarterly check-in
What's inside
- Six lessons: histories, disclosure, accounts, plan, reset rule, check-in
- Printable worksheets in every lesson
- Four worked examples using made-up numbers
- Scripts for pausing and restarting a tense talk
Who it's for
For two people sharing money who want a guided path from a first honest talk to a written monthly plan and a regular review. An expert review by a finance educator and a counsellor is planned; until then it is general information, not professional advice.
How you get it
- In your libraryCheckout opens at launch. After you buy, it appears in your library straight away.
- Any devicePhone, tablet or computer. Print it if you like paper.
- Yours to keepIt stays in your account, and you can come back any time.
