Money Date – How Yuri and I Got Going with our Money Dates

Money Date – How Yuri and I Got Going with our Money Dates

How did Yuri and I get going on our Money Dates? It started when I was having trouble getting our finances in order and us being on the same page with our finances.

We both felt frustrated by not knowing how much was available to spend, and what our cash flow situation looked like. When we first got started with our Money Dates, it was supposed to be a time that we could meet each week, and each month, to discuss specific financial topics with one another – and to make sure we were on the same page! Here’s a sneak peek into what our Money Date agenda looked like (and still looks like today!):

Meet once per week and discuss the following:

  1. Review your goals.
  2. How much money did you make?
  3. How much money did you save?
  4. Has your debt increased or decreased?
  5. Do you anticipate any unusual expenses?

Meet once per Month and discuss the following:

  1. Review your goals.
  2. Review overall situation.

Using this method doesn’t take a lot of time, and is virtually effortless.  I like to do this on the weekdays, maybe Wednesday afternoon, so that sets the stage for the next week and gives you a progress report to close out the current week.

Let me know how your Money Date went!

Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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