United
We Spend
A workbook for couples
Three essential conversations for a happier financial future.
One
workbook
45 pages of content designed to help you and your partner cultivate trust and understanding as you navigate talking about money.
Three conversations
Understand the lessons you picked up about money, the values behind your spending, and the goals that will help you build a shared financial future.
Eight
useful tools
If you’re going to build a proper foundation, you need the right tools. Learn strategies you can come back to time and time again.
The Conversations
Conversation One
The Past
To understand your partner, first you have to understand yourself.
You’ll do a deep dive into the lessons you’ve picked up about money over your lifetime, then you and your partner will share with one another. Fair warning: this exercise is chock full of “aha!” moments.
Conversation Two
The Present
All financial decisions are driven by your values. Most of the time they’re unconscious—but in Conversation Two, you’ll give them the attention they deserve.
You’ll look at your spending patterns to uncover what’s most important to you (no judgement here, we promise!), and your partner will do the same. Then you’ll craft a list of your values as a team.
Conversation Three
The Future
Maybe you’ve tried to set financial goals before. It’s tough, right?
But once you understand your personal and joint money values, creating a shared vision of your future together will be easier than ever before.
Meet the authors
We’re Gabriela and Annie, and we’re passionate about talking about money. Annie is a licensed clinical social worker, and Gabriela has her MBA with a focus on finance and communication. We’re happy you’re here!
Talking about money is hard.
But the right tools can make it easier.
Lay the groundwork for your financial foundation.
The United We Spend workbook will give you tools you can use again and again as you build your future together.