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Guides partners through structured discussions about core values, money mindsets, early money messages, and shared agreements. Includes exercises to explore each partner’s perspectives, then map short-, medium-, and long-term goals. Introduces SMART goal planning with examples and a shared SMART goal tracking framework to move forward with confidence and balance resources.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":46,"@type":70,"position":76},"https://docshare.wps.com/template/paper-templates/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/financial-journal-for-couples-jumping-the-financial-broom/352907/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/financial-journal-for-couples-jumping-the-financial-broom/352907.png","ImageObject",442,249,{"name":88,"@type":89},"Rhys","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-16","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What does “Jumping the broom” represent in this financial journal?","Question",{"text":109,"@type":110},"It signifies two becoming one and represents sweeping away past problems and concerns, helping couples get a fresh start regardless of how long they’ve been together.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How do couples use the “Explore Your Money Mindset” activity?",{"text":114,"@type":110},"Each partner completes provided statements, then discusses similarities and differences to identify shared values and how they shape financial choices.",{"name":116,"@type":107,"acceptedAnswer":117},"What is the purpose of SMART goals in this section?",{"text":118,"@type":110},"SMART goals clarify ideas, manage effort, and direct time and resources toward achieving planned financial outcomes using specific, measurable, achievable, relevant, and timebound criteria.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},352907,1791177308,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":45,"category_name":46,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},687207024643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","YOUR      \nFINANCIAL JOURNAL   \nPOWER FUND POWER TAXES SAVE NEWS ITEMS RATES LOANS SURPRISES TICKETS MOVE OUT LUXURIES CONCERTS  \nMY SAVINGS JOB CHANGES OWN A HOUSE GET A NEW CAR PARENT’S CARE SMALL BUSINESS MUSIC FESTIVALS DEBT REDUCTION COLLEGE TUITION RAINY DAY FUND HOME UPGRADES RETIREMENT PLAN  \nA DREAM VACATION TO SUPPORT MY KIDS HAVE EMERGENCY FUND  \nTABLE OF CONTENTS  \n2 Jumping the Financial Broom  \n11 Finding Financial “HarMoney  \n17 Building a Roadmap for the Future  \n21 Holding the Vision  \n24 Building a Legacy  \nSURROUND YOURSELF WITH ONLY PEOPLE WHO  \nARE GOING TO LIFT YOU HIGHER.”  \nOPRAH WINFREY  \nHofesltohyngrelaticomomnsuhniitpisesareAsthhearfoedundvisaiotionn ALIGN  \ncan create a fnancial journey that YOUR inspires those around you. GOALS  \nWhen we partner with another person we bring our money beliefs, perspectives, and habits into the relationship. Often, the partnership helps us rise to new levels and achieve more than we ever could alone.  \nSometimes, there isn’t a clear path to merging fnancial lives—whether you are just starting out or have been together for decades. Building a pathway to fnancial success starts with getting clear about where you are now and the values and vision you share. With a shared vision as your focus, you can create a plan that honors your individuality and your relationship.  \n1  \n1  \nJUMPING THE  \nFINANCIAL BROOM  \nJumping the broom signifes two becoming one and represents“sweeping away” past problems and concerns. Get a fresh start on your fnancial lives no matter how long you have been together.  \nTALK ABOUT IT  \nSet aside time to talk about how you BOTH feel about where you are right nowand your vision for the future. Most goals will have fnancial impact so getting a clear picture about where you are now is important. It can help you focus on the areas that you share the same or similar perspectives and notice the areas that you may have to develop shared agreements.  \nConsider these questions as discussion topics:  \nWhat are your core values? How do your money choices refect your values?  \nWhat are your beliefs about money?  \nWhat money messages did you learn as a child?  \nHow do early money messages affect your communication now?  \n2  \nEXPLORE YOUR MONEY MINDSET  \nEach partner should complete the statements below, then talk about the areas you notice that are similar and the topics where you have  \ndifferent perspectives More money...  \nInitials  \nIf money wasn’t an issue I would…  \nThe money choice I am most proud of is…  \nThe money choice I wish I could do over is…  \nMoney is…  \nWrite your top fve values:  \nIdentify shared values and discuss how they impact your fnancial choices.  \n3  \nEXPLORE YOUR MONEY MINDSET  \nEach partner should complete the statements below, then talk about the areas you notice that are similar and the topics where you have different perspectives.  \nMore money...  \nInitials  \nIf money wasn’t an issue I would…  \nThe money choice I am most proud of is…  \nThe money choice I wish I could do over is…  \nMoney is…  \nWrite your top fve values:  \nIdentify shared values and discuss how they impact your fnancial choices.  \n4  \nCOUPLES MONEY MAP  \nDescribe your short-, medium-, and long-term goals.  \nHow will money impact your journey?  \nMedium-term goals (5–10 years)  \nLong-term goals (10+ years)  \n5  \nSMART GOALS  \nDevelop SMART goals to clarify your ideas, manage your efforts, and direct your time and resources towards achieving you set out to accomplish.  \nS  \nSPECIFIC  \nWe want to have a rainy day fund in a savings account.  \nM  \nMEASURABLE  \nOur target is $200.  \nA  \nACHIEVABLE  \nWe’ll set up a budget and prioritize saving $10 each week for 20 weeks.  \nR   \nRELEVANT  \nWe often worry about money when we have afnancial setback.  \nT  \nTIMEBOUND  \nWe will save $200 by (date) .  \n6  \nShared SMART goal  \nGOAL  \nCOMPLETE BY  \nPROJECTED AMOUNT  \nA SMART GOAL IS SPECIFIC, MEASURABLE, ACTIONABLE, RELEVANT, AND TIMEBOUND.  \n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n|","cbCaiaDGvgwaqBuE","https://ap.wps.com/l/cbCaiaDGvgwaqBuE","pdf",1165480,28,"English","# Jumping the Financial Broom\n## Talk About It\n## Explore Your Money Mindset\n## Couples Money Map\n## SMART Goals","[{\"question\":\"What does “Jumping the broom” represent in this financial journal?\",\"answer\":\"It signifies two becoming one and represents sweeping away past problems and concerns, helping couples get a fresh start regardless of how long they’ve been together.\"},{\"question\":\"How do couples use the “Explore Your Money Mindset” activity?\",\"answer\":\"Each partner completes provided statements, then discusses similarities and differences to identify shared values and how they shape financial choices.\"},{\"question\":\"What is the purpose of SMART goals in this section?\",\"answer\":\"SMART goals clarify ideas, manage effort, and direct time and resources toward achieving planned financial outcomes using specific, measurable, achievable, relevant, and timebound criteria.\"}]","Financial Journal for Couples - Jumping the Financial Broom | PDF",1790101947,10]