Session Seven
Financial Health
Imagine where you want to be in five or ten years. What are your personal, professional, and educational goals? It’s important to know where you plan to go as a couple so you can create a plan to get there. Before you craft a financial strategy, you need an agreed-upon target or destination.
Homework for this Session
Read Session Seven
Answer the Questions for Reflection
Complete the Financial Goals Exercise
Becoming an In-Law Questionnaire
Give this questionnaire to your parents and have them return it to you before your last session.