I’ve received some great input on my Newlwed Bliss Box. The feedback I’ve received includes some additions and terrific and creative ideas including expanding my checklist to include discussing life insurance and a will (fabulous addition I might add), and adding beautiful photos to motivate the newlyweds to discuss each topic. I also like the comment about adding in little financial love notes, such as I saved X amount of dollars by taking my lunch to work, etc. Another ingenious idea I received was to include an enticing spa gift card so the gift isn’t so drab or condescending.
So, continuing on with this idea for a gift, I’ll be explaining and offering links to a couple of the spreadsheets I would include with this gift. The three components described within this post in detail include the Budget Worksheet, Debt Worksheet, and Short/Long Term Goal Worksheet. Creating the spreadsheets took a little longer than I thought and there is definitely room for improvement. Please feel free to add your two-cents!
Next on the list of items to describe in detail include a fun spender/saver quiz and the resource list….All in good time!
Are the worksheets too scary for a new couple just starting out? Did I list too many categories, potentially overwhelming a couple of wet-behind-the-ears newlyweds? Or, is listing the categories and detailed items a great way to help them remember their actual expenses?