Part two: Talking about money

Part two:
Talking about
money

Discover the tools you need to have successful and effective conversations about money.

Start by choosing a topic

This part of the toolkit has nine topics that you can choose from.

If you’re stuck, we recommend starting from the beginning.

All couples benefit from talking about finances, whether they have just met, are in a long-term committed relationship, experiencing financial stress, or are financially happy.

Having an effective conversation about money requires some preparation.

To have successful and constructive conversations try active listening and speaking.

Now that you are prepared for a financial conversation, let’s talk about how to get started.

What should you think about when making a financial plan with your partner? We share our tips and tools on how to create a successful financial plan.

As relationships progress, there may come a time when you need to manage joint money.

If you are in a relationship where there is debt, including a mortgage, a conversation around this topic is beneficial as part of your financial discussions.

We explore strong responses to talking about money and the ways you can work through it to have more effective conversations.

There is no one ‘right solution’ for addressing money issues within relationships.

Preparing for the conversation

Seven topics

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“It is great to have the strategies and challenges come together so that you are learning together, sharing together and discovering together”

– Toolkit user

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Disclaimer

The information, content and materials provided in our Healthy Financial Relationships Toolkit is for general informational purposes only and does not take into account the financial situation and/or particular needs of any person. Before making important financial decisions, you should seek professional advice if possible. This Toolkit contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Good Shepherd NZ and AUT do not endorse the contents of third-party sites.

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Course Content

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Part two: Talking about money 9 Topics

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Lesson Content

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Do we need to talk about money

Setting the scene

The active listening and speaking model

Beginning a conversation

Creating a plan together

Joint or separate finances?

Debt

Dealing with strong emotions

Bringing it all together