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Finance Resource

Stop Dreaming Separately. Start Building Together.

A guided 3-page worksheet couples fill out together to build their shared financial vision — 90-day goals, 1-year goals, 5-year goals, dream goals, and a vision statement you both sign.

What’s Inside

  • 90-day, 1-year, and 5-year goal sections
  • Dollar amounts and target dates for every goal
  • “Why this matters to us” fields for emotional anchoring
  • Dream goals section — no limits
  • Shared Vision Statement with signature lines for both partners
Sherman & Cristina

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