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  • Best Laid Plans..Are We On The Same Page?

    I love my husband dearly but honestly, reaching financial goals involved less conversation (i.e. communication) when I was a single! This may be stating the obvious but you’d think this is something we’d be good at….at least on the same page. He does have a degree in Economics and a MBA and I as an accountant…you’d think it was a slam dunk.

    The thing is, he considers this ‘my department’. Enter CFO of the house. We make the plan together and review it a few times a year. As each year passes, the planning part is very easy, really it’s simply asking ourselves the question, ‘Are these our financial goals?’. But, the devil is in the details…that’s where I’m on my own. Move this amount here, put this in there and pay these bills. Straightforward stuff right? It is, until someone gets an idea in their head without doing the math. You know who I’m talking about right? I don’t like being the bad guy but the bottom line is the choices we make today and the little indulgences of the week set us drifting off course. Not a lot but enough that it makes me feel a pang of anxiety.

    At the end of the day, it was an easy conversation…I cooled my emotions and did the math to be able to show him what the numbers were. I think we’re back on the same page…or at least back on course….for now, anyway.

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