Newlywed

Session 1 –  

• Financial stability

  • Defining financial stability

  • What is at stake

  • Hashkafah – bitachon and hishtadlus

• Getting your financial picture

  • Budgeting basics

  • Tracking expenses

  • Assignment

Session 2- 

• Taking the financial picture forward

  • Finding the “number”

  • Enhancing income

  • Streamlining expenses

• Looking to the future

  • Savings

  • Long-term financial goals

  • Periodic meetings 

• Potential pitfalls (Don’ts)

  • Peer pressure 

  • Credit cards

  • Debts

  • Investments

Session 3 –  

• Money and Marriage

  • Varying Financial styles 

  • Communication –

  • Working as a team

  • Shared financial goals

• Personal Finance Dos 

  • Being proactive

  • Wants and needs

  • Planning ahead