How to talk to your loved ones about money

How to Talk to Your Loved Ones about Money Be clear. Set goals. %24 1 %$4 Determine who has financial Allow each person to contribute individually. Then, work together to achieve them. responsibility for what. Be sensitive. Conversations about money must be rooted in honesty, patience and clear communication. Be creative. 2 Seek out interesting, out-of-the box solutions for achieving financial goals, and give them a try. 7 Listen and be heard. Take the time to formulate your ideas in advance and really listen to your loved one's concerns. Know when to get help. Don't be afraid to hire a professional 3 8. accountant, financial advisor or counselor if you need it. Be prepared to negotiate. Stand up for your non-negotiables and negotiate the rest. Be patient. It takes time to learn how to have healthy money conversations. Allow money discussions to become part of your on-going communication with your loved one. 4 Be flexible. Remember to consider the thoughts, desires and opinions of your loved ones. The Center For Family Unity To learn more about how to manage money well as a team, please contact us. 619.884.0601 www.TheCenterForFamilyUnity.com