Kennedy Space Center FCU
Checking Options for Couples
INTRODUCTION
COMMUNICATE
•
SHARE FINANCIALS
SET GOALS
CREATE A SPENDING PLAN
MERGE ACCOUNTS
REVIEW BENEFICIARIES
REFINANCE
Next steps:
Each complete this
Money Values & Attitudes Inventory
.
Review the
communication tips
.
Discuss your answers. You don't need to agree, but try to understand your partner's point of view.
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