Getting on the Same Page…

March 27, 2009

Regardless of how much research and planning you do, your budgeting and savings plans cannot succeed unless both you and your spouse are on the same page.  If you don’t share the same goals, then it’s almost impossible to meet them.  While you may feel that you do share the same goals, make sure you fully read this post, and have these important conversations before putting together your goals and your financial plan.

Having these serious and important conversations requires preparation and dedicated time.  I’d recommend that you each work on your answers individually, and then come together to really discuss your answers.  This time should be uninterrupted – no TV, radio, or other distractions, and should be at a time when the kids are napping or sleeping.

The conversation should involve a discussion of each of your individual answers, and when you are finished, you should have an agreed upon set of goals for your family.  It may seem like a lot of work, or an unnecessary step, but I promise, when the goals are in place, everything will be easier.

To start, visit my printables page and print out activity one and activity two.  You should each complete your own activity one sheet, separately.  Then come together to discuss your individual answers and develop activity two together.

In the coming months, I will visit each of these goals and plans and help you develop the best plan for your situation.  Feel free to comment with any questions and I will definitely answer them.

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