How to Talk about Finances

Two college students talking and drinking coffee

Talking about money may feel uncomfortable, especially if it’s something you’re not used to doing. The resources below will help you start the conversation.

Starting with a question is a great way to learn more about what’s important to someone. This handout provides many questions to consider for starting a financial conversation.

Research from the Consumer Financial Protection Bureau (CFPB) suggests that individuals who report higher levels of financial well-being share some common themes around financial security and financial freedom of choice, both in the present and in the future. Find out more about financial well-being in this handout or share this idea sheet to create your own financial well-being plan. You can also take an online financial well-being quiz from CFPB in English or in Spanish.

These problem-solving guides walk you through a range of financial concerns, such as trouble making ends meet, having overdue bills, or falling behind on rent. Guides contain resources for Wisconsin families coping with financial challenges.

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