Financial Planning Steps

Strategies for the Saver/Spender Relationship

By |2016-11-25T02:24:51-08:00August 6th, 2015|Financial Personalities, Financial Planning Steps, Self-Help|

Step 1 - Identify Your Financial Personality and Spending Habits What is the dream you have that money will serve? Answering this question for yourself will go a long way to self-awareness about your values and beliefs around money. Everyone is unique and has different values and beliefs concerning money. In addition, we are all brought [...]

My Partner is a Spender and I’m a Saver

By |2016-11-25T02:24:53-08:00November 6th, 2014|Financial Personalities, Financial Planning Steps, Self-Help|

You are not alone and not surprisingly this is one of the leading causes of breakups and divorce. Many partnerships are comprised of these two opposing personalities which makes sense as opposites attract and when they get together each gets to see how the other half lives.  Living with a spender can be fantastic fun for the normally conservative saver. At [...]

Go to Top