Money Date Template

Everything you need to take yourself, a friend or your partner on a meaningful money date!
 
1. Description of Money Date and how to have one.
2. Money Date template with 4 main categories.
 
Some ideas from my own money dates:
Agenda includes things like: account balance updates, monthly cash flow review, upcoming trips and big expenses
Strategy could be: focus on travel the first half of the year then aggressively fund retirement accounts
Action items could be: cancel that unused subscription, meal plan two out of four weeks to save on food costs and cut down on waste, schedule my next money date