Hearts & Numbers

Get the complete Hearts and Numbers system today:

E-book

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Financial Assessment Questionnaires

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Money Tracker

The Complete Ebook - "Hearts and Numbers: The Manual for Loving and Saving"

• Why money fights happen and how to stop them before they start.

• The 5 warning signs of financial trouble in relationships.

• Financial infidelity. What it is, why it happens, and how to rebuild trust.

• The "Money Date" system. Bi-weekly check-ins that actually work.

• Scripts for difficult conversations. What to say when you need to talk about debt, spending habits, or financial fears.

• The hybrid budget structure. How to maintain individuality while building shared goals.

• Emergency protocols. What to do when you discover hidden debt or financial secrets.

• The 8-week transformation method. A step-by-step plan to go from financial chaos to financial partnership

Financial Assessment Questionnaires

Two powerful self-discovery tools

(94 questions total)

Individual Financial Self-Assessment:

• Your financial history and childhood money messages.

• Your current financial reality

• Your emotional patterns around money

• Your habits, behaviors, and blind spots

• Your goals and vision for the future

Couples Financial Compatibility Assessment

• Your transparency levels (are there secrets?)

• Your communication patterns around money

• Where your values align — and where they clash

• Your shared goals and dreams

• The systems you need to build together

A complete Excel workbook

(7 sheets, 178 automatic formulas)

Stop wondering where your money goes. This beautifully designed tracker includes:

Dashboard — See your complete financial picture at a glance.

Income Tracker — Track both partners' earnings separately.

Expense Tracker — Six smart categories (Housing, Utilities, Transportation, Food, Personal, Financial) with budget vs. actual tracking.

Savings & Investments — Emergency fund progress, shared dreams fund with "months to goal" calculator, and investment account tracking.

Debt Payoff Tracker — Visual progress bars, payoff strategies (avalanche vs. snowball), and motivation tips.

Annual Summary — Net worth snapshot, key financial ratios, and year-over-year comparison.

Money Date Notes — A dedicated space for your bi-weekly financial meetings with agenda templates.

Couples Financial Tracker