Couple's Guide to Financial Compatibility - by Jeff Motske (Paperback)

About the Book

"Couples often talk about their compatibility in terms of common interests or values, but few consider their views on dual-income homes, taxes, saving, spending, and debt. Disagreements about money inevitably end up putting a huge strain on a relationship. By talking openly and often about their finances, however, partners can avoid conflict and unpleasant surprises in the future. Certified financial planner Jeff Motske now shares tips--for example, set a monthly financial date night--and key questions for couples to discuss in order to achieve a healthy financial relationship. Following a partnership's progression from combining finances to retirement planning, Motske gives couples the tools they need to keep their finances healthy and their relationships going strong."--

Book Synopsis

Financial problems exact a toll on any couple. Long before you realize you are living well beyond your means, the burden of debt wreaks havoc in your life. Invariably, a basic lack of communication about money is to blame. This is where Certified Financial Planner Jeff Motske saves the day. Motske's financial services firm has helped tens of thousands of couples nationwide find happiness in love and money.

The Couple's Guide to Financial Compatibility is the book to read now in order to avoid break-ups, divorce, or shelling out thousands of dollars in therapy later. It's filled with vital tips to help anyone at any relationship stage achieve financial freedom. Following a logical progression from combining finances to retirement planning, Motske gives you the tools you need to keep your finances healthy and the bond with your loved one strong. In an easy-to-follow style, this guide is organized around the questions partners need to ask each other, including:

How do we align our goals and expectations?
What do we need to discuss as a couple before we begin investing?
What if one of us loses our job?
Can we afford to have kids?
What's the best way to teach our kids about money?
What's the best way to get our kids through college?
How do we take care of our kids and our parents at the same time?
Do we have enough money saved up to retire?

and over 100 more

Review Quotes

"Love is not all you need. If your finances are not in good shape, your marriage is headed for trouble. Jeff Motske's superb guide shows the path through the minefields to put your marriage on a solid financial foundation."--Phil DeMuth, PhD

About the Author

Jeff Motske founded Trilogy Financial in 1999 to combine the areas of financial, estate, and tax planning all under one roof. In just over a decade, Trilogy has grown with more than 200 employees working in eleven offices in four states and handling more than two billion in client-invested assets. Motske lives with his family in Orange County, California.

jeffmotske.com