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Start your marriage with clearer money conversations and a plan for the life you’re building together.
The “I Do” Plan Workbook is a self-guided, fillable PDF for engaged and newlywed couples. Its questions and worksheets help you look at your finances together, understand what matters to each of you, and agree on practical next steps.
What you’ll receive
One downloadable, fillable PDF workbook
Guided money conversations to work through together
Worksheets to build a household budget, record your priorities, and plan your next steps
The option to type your answers or print the workbook and write by hand
Your workbook purchase can count toward coaching
If you enroll in The “I Do” Plan Coaching Program within 90 days of the workbook purchase, I’ll apply the amount paid for the workbook before sales tax toward your program price. Keep your order confirmation handy and contact me before paying so I can apply your credit.
Using your workbook
For digital use, download the PDF to your computer, tablet, or phone before entering your answers. Open the downloaded file in Adobe Acrobat Reader or another PDF app that supports fillable forms, and save your copy as you work. Some browser and email previews may display the pages without letting you fill them in. The worksheets are fillable, and you’ll enter the totals yourself.
On an iPhone or iPad with the Preview app, open the downloaded PDF in Preview, tap the Form Fill button, and select a field to type.
Buying as a Gift?
After checkout, use the link in your download email to save the blank PDF, then email it to the recipient as an attachment. Each purchase covers one household. For a gift, that’s the recipient’s household.
Checkout allows one copy at a time. If you’re buying for more than one household, including your own, place a separate order for each.
Please note
This workbook is educational and does not provide individualized financial, investment, tax, legal, or insurance advice.
Each purchase is licensed for one household’s personal use. You may print the workbook and its worksheets for that household. For group use, resale, copying for additional households, or any other distribution, please request written permission from Grace & Goals Financial Coaching.
Start your marriage with clearer money conversations and a plan for the life you’re building together.
The “I Do” Plan Workbook is a self-guided, fillable PDF for engaged and newlywed couples. Its questions and worksheets help you look at your finances together, understand what matters to each of you, and agree on practical next steps.
What you’ll receive
One downloadable, fillable PDF workbook
Guided money conversations to work through together
Worksheets to build a household budget, record your priorities, and plan your next steps
The option to type your answers or print the workbook and write by hand
Your workbook purchase can count toward coaching
If you enroll in The “I Do” Plan Coaching Program within 90 days of the workbook purchase, I’ll apply the amount paid for the workbook before sales tax toward your program price. Keep your order confirmation handy and contact me before paying so I can apply your credit.
Using your workbook
For digital use, download the PDF to your computer, tablet, or phone before entering your answers. Open the downloaded file in Adobe Acrobat Reader or another PDF app that supports fillable forms, and save your copy as you work. Some browser and email previews may display the pages without letting you fill them in. The worksheets are fillable, and you’ll enter the totals yourself.
On an iPhone or iPad with the Preview app, open the downloaded PDF in Preview, tap the Form Fill button, and select a field to type.
Buying as a Gift?
After checkout, use the link in your download email to save the blank PDF, then email it to the recipient as an attachment. Each purchase covers one household. For a gift, that’s the recipient’s household.
Checkout allows one copy at a time. If you’re buying for more than one household, including your own, place a separate order for each.
Please note
This workbook is educational and does not provide individualized financial, investment, tax, legal, or insurance advice.
Each purchase is licensed for one household’s personal use. You may print the workbook and its worksheets for that household. For group use, resale, copying for additional households, or any other distribution, please request written permission from Grace & Goals Financial Coaching.