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

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://view.flodesk.com/pages/60ba3af3709403ffe5b03f63
» Learn more about my course Simplify & Thrive & get exclusive Notion templates: http://bit.ly/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: https://youtu.be/G8Q1g4skPoU
» Q&A Ft. My Husband | Middle School Crush, Relationship Strengths, Struggles, and Beyond: https://youtu.be/EuNfO850bNY
» ????Mid-Year Reset | Goals & Life Audit Check-in: https://youtu.be/Gon7hJvBZ2k
» ???? Cleaning My Entire House | Declutter & Tidy Vlog: https://youtu.be/19c6M4GXOyU

d e e t s
» music from epidemic sounds: https://www.epidemicsound.com/campaign/invite-a-creator/?_us=Referral&_usx=yk54hn
» camera: https://amzn.to/3j9lV4o
» shop most of my home decor: https://www.omandthecityblog.com/shop

s a y h e l l o
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» business inquiries: [email protected]

a b o u t m e
I’m Jules, a writer, digital creator, intentional productivity mentor, and certified yoga (RYT 200) + mindfulness teacher. I'm all about sharing down-to-earth wellness + mindset tips to help you simplify & thrive. Learn more about me here: https://www.omandthecityblog.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