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Financial Planning for Couples

Discover ways to manage finances as a couple, including setting shared goals, budgeting, and communicating effectively about money, so you can build a strong financial future together.

10 Units

Unit 1

Introduction to Financial Planning for Couples

Unit 2

Understanding Your Financial Situation as a Couple

Unit 3

Setting Shared Financial Goals

Unit 4

Creating a Joint Budget

Unit 5

Managing Debt as a Couple

Unit 6

Investing as a Couple

Unit 7

Protecting Your Finances with Insurance

Unit 8

Estate Planning for Couples

Unit 9

Communication Strategies for Financial Success

Unit 10

Putting It All Together: Building a Strong Financial Future as a Couple

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