Our Money Plan Workbook
$29
You don't need to have it all figured out to start building a life you actually love.
Combining a financial life with someone else means combining two different histories with money, two different instincts, and two different ideas of what security even means. This workbook isn't about getting you to agree on everything. It's about actually knowing where you each stand, individually and together, so you can build toward the life you both want instead of just managing what's in front of you.
Not sure your partner will actually sit down for this? You're not alone. Several sections are built to start solo, so you can bring something real to the table even if they're hesitant at first.
What's inside:
Where You Each Start: your own money history and what security feels like to you
Naming Your Money Styles: saver vs. spender, planner vs. in-the-moment, talk-it-out vs. avoid-it
The Conversations You've Been Avoiding: debt, income differences, family financial support, secrecy, risk tolerance
Building Your Shared Vision: done together, out loud
SMART Goals, Built for Two: the negotiation, not just the outcome
A Spending Plan You Both Own: what's fair, not just what's even
Staying on the Same Page: a monthly money date template
Reflect and Celebrate, Together
15 pages, delivered instantly as a PDF. Most couples work through it over a weekend and come out the other side with an actual shared plan, not just another conversation that trails off.
Created by Brittney Awad, Accredited Financial Counselor (AFC®) and founder of My Financial Equity.
What Working With Brittney Looks Like:
"I spent two hours with Brittney and it was incredibly helpful. She helped us build a spreadsheet that's helped us pay off our debt and plan to buy a trailer. We're still on track months later."
— Bailey, 1:1 counseling client
7-day guarantee: if this doesn't help you build a plan you actually trust, email me and I'll refund you. No hard feelings.