Yearly money check up checklist for money educators
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
Swipe file
Wording for hard money talks
How to use this swipe file
Give this to new subscribers or share it after a post about money anxiety. Readers who know what to say are more likely to take the step.
What is inside
Asking a lender for helpIf you are falling behind, tell the lender early.
Questioning a payment you do not recogniseCheck the app or statement first.
Asking about pay and pension contributionsA payslip that does not look right is worth a short, polite question to your payroll team.
Talking to a partner about moneyStart with the facts and ask for a time, rather than a conversation in the middle of an argument.
Asking a provider about chargesProviders sometimes waive a fee or refund a charge, especially if it was a first mistake.
Three title ideas for your own version
Wording for hard money talks
What to say about money when it is awkward
Copy and paste notes for money conversations
Where to promote it
Instagram and TikTok carouselsmoney newslettersYouTubeworkplace talks
Why give readers wording to copy?
Many people put off money conversations because they do not know how to start. Wording they can copy lowers the barrier and makes you the educator who made it easy.
Make this swipe file your own
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