What does money mean to you? A practical tool to help you and your partner figure it out
We don’t often stop to think about how we handle money, and in a couple, these approaches can be very different. A money date helps open up the conversation and gets you talking.
Money means different things to different people. For some, having enough is all about saving. For others, it’s about having the freedom to travel or enjoy life. These differences can sometimes cause misunderstandings in a relationship.
A money date is an easy way to open up a conversation about these differences.
What’s a money date? It is an opportunity to talk openly about your money habits, your history, and what “enough money” really feels like for each of you.
The Wealthbit Money Date Workbook is a practical tool with exercises and prompts to help you understand what money and enough money mean to both of you and to have meaningful conversations with your partner.
How it works
Start by doing a few exercises on your own, reflecting on your money history, habits, and what financial comfort feels like. Then, use your notes during your money date to share and discuss with your partner.
What you’ll see
💡 Your own ideas about what “enough money” is and what drives your choices
💡 Your partner’s ideas so you can understand their perspective
💡 A snapshot of areas where you are aligned and areas where you could grow in understanding each other.
💡 Conversation prompts for your money date.
Why it matters
It’s normal for people to see money in different ways. A money date helps you understand your partner without making it personal.
Talking about money isn’t just about money. It helps you build trust, empathy, and work better together as a team.
This tool is part of our Financial Freedom Programme™, where we help teams stress less about money and build smarter money systems.
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How in sync are you and your partner about money? Find out with this practical tool