How We Organize & Discuss Finances as a Couple | Notion Meeting Template, Budget, Goal-Setting

In this video, my hubs and I share how we organize + talk about money as a couple.

Every month for the past few years we have had finance meetings where we recap the month, check-in on our budgets, our savings, investments, and just use it as an opportunity to bring up things we wanna discuss.

You can also grab the Notion template we use for keepin’ our finance meetings on track. Let's dive in!

Notion Shared Hub

Here's one-stop access to all of our FREE shared templates in Notion for you to duplicate & enjoy!

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    My shared hub includes templates for:

    • Monthly Finance Meeting

    • Content Map

    • Weekly Planning

    • Yearly Planning

    • Wish List Template

    • Korean Dramas List

    It’s a hub that I continue to update, so check back for more freebies in the future!

     
     

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    This course is fully self-paced and hosted in Notion with exclusive templates. You’ll receive your very own Notion hub personal dashboard chock-full of templates to edit, personalize, and upgrade into your own organized system.

    Simplify & Thrive is designed to help you slow down, simplify, and create space to access more joy and fulfillment in your daily life. From the mental, the physical, all the way to the digital - you'll find purposeful productivity tips, tangible tools, and systems that free up your time n’ energy.

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