This video teaches the importance of having a clearly established and mutually understood routine so the various roles can operate effectively.
- [Instructor] Once you have roles…and responsibilities established,…we need a routine, to organize how those jobs are done.…The routine is the unsung hero of financial success.…You'd be amazed, how much chaos can be tamed,…how many problems can be solved,…and how many goals can be achieved…when you have a regular financial management routine.…Let's take a look at the roles and responsibilities…you just discussed.…Have each partner write down the areas…where they're taking the lead role…and the time associated with each of those responsibilities.…
Now take a look at your individual schedules…and put those tasks in your calendar.…But it's not simply about the time involved,…also consider how much energy…and attention you have available,…relative to the other commitments…and activities in your life.…Personally, I think it's easier…when people take their responsibilities in manageable chunks…instead of one long marathon session,…but that comes down to preference.…Just because something goes into your calendar,…doesn't mean it's written in stone,…
Author
Amanda Clayman
Released
4/4/2017In this course, financial therapist Amanda Clayman shows how to tackle the financial difficulties that often sour partnerships by walking through how to create and follow a family cash flow plan. Using her five pillars of financial harmony as a guide, Amanda explains how to construct a plan that engages all family members in its implementation. Looking at money management as a system designed to meet your specific needs, she highlights common financial conflicts and shows how to create a healthy, sustainable plan. She explains how to establish ground rules for communicating effectively, prioritize each partner's "asks," assign money management roles suited to each partner's strengths, and bring it all together into a working plan.
- Why couples fight about money
- Exploring values
- Communicating effectively
- Being clear and concrete
- Negotiating successfully
- Assigning roles suited to each partner's strength
- Setting up a routine
- Creating your family cash flow plan
- Dealing with dilemmas
- Making changes
- Engaging children in your family's cash flow management process
Skill Level Appropriate for all
Duration
Views
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Introduction
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Welcome2m 2s
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1. Understanding Your Financial System
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The pieces are there2m 48s
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The central agreement3m 10s
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2. Laying the Foundation
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Exploring values3m 43s
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Effective communication3m 23s
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Being clear and concrete3m 10s
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Negotiating successfully4m 44s
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Constructive compromise4m 5s
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3. Constructing the Plan
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Yours, mine, and ours4m 29s
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Setting up the routine4m 53s
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4. All Together Now
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Engaging children3m 53s
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Assessing effectiveness1m 40s
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Dealing with dilemmas3m 56s
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Making changes2m 26s
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Conclusion
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Video: Setting up the routine