Workbook
Money & Marriage
The Couple's Money Conversation
A guided couples workbook to help you talk honestly about debt, savings, and the financial plan behind your homeownership goal.
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Practical resources for your money and home journey.
Browse free workbooks, checklists, guides, and templates designed to help you reduce financial friction, make better decisions, and move toward homeownership with a real plan.
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Free Couples Workbook
The Couples' Money Conversation
A guided conversation to help couples stop avoiding the money issues and build a shared plan for debt, savings, and homeownership.
Featured Resource
Stop circling the same money argument.
This guided workbook helps couples talk honestly about money without blame, understand what is really blocking their progress, and begin building a plan together.
- Understand the financial stress underneath the argument
- Get aligned on debt, savings, and the future you want
- Create a practical next step toward homeownership
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Find the resource that fits your next step.
Use the filters or search box to find help with debt, budgeting, money conversations, home buying, and building long-term financial stability.
Guide
Money & Marriage
The Couples Money Meeting Guide
A simple meeting structure couples can use to review spending, upcoming decisions, shared goals, and the next right financial step.
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Worksheet
Debt
Debt Snowball Starter Worksheet
Organize your balances, minimum payments, and payoff order so you can stop guessing and start making measurable progress.
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Checklist
Budgeting
The Big 7 Budget Checklist
A practical checklist to help you review the seven major expense categories that have the biggest impact on your monthly cash flow.
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Checklist
Homeownership
Are We Ready To Buy A Home?
A preparation checklist for couples who want to evaluate their debt, savings, payment comfort, credit habits, and timeline before applying.
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Guide
Homeownership
Approved vs. Affordable Guide
Understand the difference between the amount a lender may approve and the payment that actually fits your life and long-term goals.
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