Shared Vision: Two Incomes. One Plan.

By the end you and your partner will have a shared money system, a fair way to split costs, and dated goals you're both working toward, without merging everything.

Who it's for: Couples who keep separate finances and want to plan a future together: moving in, engaged, or newly married. Not a replacement for legal or tax advice.

What's inside (20 pages, 16 worksheets):

• Money stories and a values ranking, side by side
• Individual snapshots and a combined net-worth picture
• Separate, hybrid, or joint: choosing your model
• Contribution split calculator (equal, proportional, or custom)
• Joint budget, debt inventory, dream lists, and a goals roadmap
• Money agreements, a monthly money date, and quarterly check-ins

What you get: Instant PDF download after checkout, readable on phone, tablet, or desktop, and printable.

Problems? If a file won't open or the guide isn't what the description says, email us within 14 days and we'll sort it out.

Educational only; not financial, legal, or tax advice.