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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

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