Love & Money: How to Successfully Navigate Your Finances with a Significant Other
Successfully navigating your finances with a significant other is one of the most difficult, yet rewarding, things to do. During this session, Tim Ulbrich, PharmD will walk through tips and strategies for how to successfully manage your finances with a significant other to ensure you are achieving your long-term goals with minimal squabbles along the way.
- Identify your money personality and how this does/not match with your significant other.
- Define strategies for setting and achieving financial goals as a couple.
- Initiate financial discussions that are critical for every couple to have.
- Describe how automation can help couples achieve their financial goals.