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Money Date Template

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
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