💵How We Organize & Discuss Finances as a Couple | Notion Meeting Template, Budget, Goal-Setting

Today, my hubs and I share how we organize + talk about money as a couple 👫🏻 Notion template below! Every month for the past few years we have had finance meetings (where we recap the month, check-in on our budgets, our savings, investments, and just use it as an opportunity to bring up things we wanna discuss. Let's dive in.
ALL THE LINKS BELOW ⤵️

m e n t i o n e d
» Notion Finance Meeting Template + lots of other free templates: https://julesacree.ck.page/6be5bf9739
» Learn more about my course Simplify & Thrive & exclusive Notion templates: https://julesacree.com/simplifyandthrive

t i m e s t a m p s
» intro: 0:00
» our why, when, and joint acct: 1:25
» meeting template screenshare: 4:40
» gratitudes: 5:34
» worries: 6:50
» budgeting app: 7:48
» our approach to checking acct: 9:00
» discussion topics: 11:00
» action items: 11:40
» finance flossing: 12:20
» how we came up with budget: 13:46
» how we set boundaries with meetings: 16:52

y o u m i g h t a l s o e n j o y
» 🌻 Notion Tour | How I Organize My Life and Work:    • 🌻 Notion Tour | How I Organize My Life and...  
» Q&A Ft. My Husband | Middle School Crush, Relationship Strengths, Struggles, and Beyond:    • Q&A Ft. My Husband | Middle School Crush, ...  
» 📝Mid-Year Reset | Goals & Life Audit Check-in:    • 📝Mid-Year Reset | Goals & Life Audit Check-in  
» 🏡 Cleaning My Entire House | Declutter & Tidy Vlog:    • 🏡 Cleaning My Entire House | Declutter & T...  

d e e t s
» music from epidemic sounds: https://www.epidemicsound.com/campaig...
» camera: https://amzn.to/3j9lV4o
» shop most of my home decor: https://www.julesacree.com/favoritepr...

s a y h e l l o
» insta:   / julesacree  
» tiktok:   / julesacree  
» website: https://www.julesacree.com/
» biz inquiries: [email protected]

a b o u t m e
I’m Jules! I produce video content & lifestyle tools that help you design your most intentional life. Learn more about me here: https://www.julesacree.com/about

⊹ tags: finance organization, finances in notion, notion template, couples budget, joint finances, notion organization, couples finance, finance meeting agenda, intentional living, slow living, financial organization ⊹

#financemeeting #personalfinances #financialwellness #moneyhabits #organizationtips