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Finances

Let’s Talk Money

By: Jason & Lesley Belanger

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Our Story

Our Wedding

Our Family

Our Home

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How Do You Feel About Money?

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Attitudes are shaped by

  • Family of Origin
  • Temperament
  • Culture

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What are your feelings about money?

  • Main focus
  • Scared
  • Grows on trees
  • Indifferent

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How Do You Approach Money?

  • Saver
  • Spender
  • Thrifty
  • Competitor

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Why Do You Shop?

  • Necessity
  • Recreation
  • Therapy

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Financial Expectations

  • Roles and Responsibilities
  • Saving and spending patterns
  • Earning Potential
  • Debt
  • Rent or own
  • Retirement
  • College Savings

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Frustrations can happen if…

  • Views are imbalance or opposing
  • Expectations are unrealistic or unmet
  • Underlying issues linger

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Four Christian Value

  1. Gratitude
  2. Trust
  3. Stewardship
  4. Detachment

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Five Recommendations

  1. Be honest
  2. Work as a team
  3. Stay informed
  4. Master the fundamentals
  5. Remain steadfast

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Suggestions

  • Establish a budget rule
  • Emergency fund - 3-6 months of savings
  • Online tools - Mint , Quicken, Good Budget
  • Budget Tools -

Thrift stores, other families, Catholic Charities

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Takeaway & Reflection