It’s exciting to have someone to plan a future with, but it can be difficult to agree on specific goals and how to finance them. We suggest that you:
Discuss your goals It’s important to communicate openly and honestly about your goals. Clearly communicate what you want, and encourage your spouse to do the same. Listen to each other’s ideas with open minds, and work together until you come to an agreement about what is best. Remember, you each have valuable viewpoints – take advantage of each other’s strengths and find the right balance.
Consider these goals We recommend that married couples discuss the following goals as soon as possible:
Define your goals
Define, prioritize and estimate the costs of your goals with our:
Goal Definition Worksheet >>>