Resolve Your Family Finances This Valentine’s Day

Valentine’s Day is a time for showing love and appreciation for someone special in your life.   It’s also a good time to work on your relationship and work on issues that cause conflict.  One of the biggest sources of conflict and disagreement in relationships is money.  Money itself isn’t the cause of our disagreements; we fight over our divergent goals and priorities for money.  Many fights arise out of the lack of communication about our wishes, hopes and dreams.   If you and your partner are constantly squabbling about money and how you spend your household income, I have a fun Valentine’s Day solution for you.

I suggest you take a romantic, strategic planning retreat.  Block off a full weekend for you and your partner – no children allowed!   Select a romantic Inn or Bed and Breakfast somewhere within a reasonable driving distance.  The only requirement is a private area with a writing surface.  Spend Friday night and all day Saturday discussing your values, sharing dreams, setting goals, creating a budget and making specific plans for the future.   Reward yourself with a nice dinner and a romantic evening Saturday night, then play all day Sunday!  Make this your Valentine’s Day gift to each other, this year, and every year.

About the author

Jane M. Young, CFP®, EA, MBA, CDFA

Jane M. Young is a Certified Financial Planner and co-owner of Pinnacle Financial Concepts, Inc. and Divorce Solutions, Inc. She has been a financial planner since 1996. She is also enrolled to practice before the Internal Revenue Service. Prior to becoming a financial planner Jane held several management positions at Digital Equipment Corporation and Quantum Corporation, where she worked for 14 years. Jane holds a Bachelor of Science degree in Business Administration from the University of Colorado and an MBA from the University of Colorado. She has also completed the two year Certified Financial Planner Professional Education Program with the College for Financial Planning.

Jane is very active in the community. She is the immediate past president of the Rotary Club of Colorado Springs and a past president of Leadership Pikes Peak. She is a graduate of the Leadership Pikes Peak class of 2004. She is a past president of the Financial Planning Association of Southern Colorado and a past president of the Pikes Peak Chapter of the National Association of Women Business Owners. Jane is also a member of the University of Colorado at Colorado Springs, College of Business, Alumni Leadership Team. Jane is a graduate of the Leadership Program of the Rockies class of 2009 and a graduate the Colorado Springs Leadership Institute class of 2011. She is also a member of the Estate Planning Council and Artemis. Jane was selected as a 2010 Woman of Influence by the Colorado Spring Business Journal.

As a fee-only financial planner Jane is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the National Association of Tax Professionals and the Alliance of Cambridge Advisors. She has been quoted in several local and national publications including The Wall Street Journal, US News and World Report, Consumer Reports, Investment News, MSN Money, Kiplinger Magazine, Financial Advisor Magazine, Bankrate.com and the Colorado Springs Business Journal. She also works as a volunteer instructor to new advisors with the Alliance of Cambridge Advisors and has worked as an adjunct instructor at the University of Colorado at Colorado Springs.

Jane is from St. Louis, but grew up in Colorado Springs. She enjoys skiing, golfing, traveling, hiking, painting and learning to speak French.

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