Newlywed

Part 1: Where Are We? Finding Your Financial Footing

• Financial stability
  • Defining financial stability
  • What is at stake
  • Hashkafah – bitachon and hishtadlus
• Getting your financial picture
  • Budgeting basics
  • Tracking 
  • Assignment

•  

Part 2: Moving Forward: Perfecting Your Financial Plan

• Taking the financial picture forward
  • Finding the “number”
  • Enhancing income
  • Streamlining expenses
• Looking to the future
• • Savings
  • Long-term financial goals
  • Periodic meetings 
• Potential pitfalls (Don’ts)
  • Peer pressure 
  • Credit cards
  • Debts
  • Investments

 

Part 3: Working Together for Financial Success

• Money and Marriage
  • Varying Financial styles 
  • Communication –
  • Working as a team
  • Shared financial goals

• Personal Finance Dos 
  • Being proactive
  • Wants and needs
  • Planning ahead