Is your partner logical or emotional when it comes to money?

My husband is very logical and realistic, valuing a ‘bird-in-hand’ approach and what he can see concretely in front of him. So when it comes to presenting him with business ideas or asking him to embrace an abundance mindset, it’s important that I:

1. Know that he may not see my vision immediately, and that’s ok. He’s always open to my ideas, and I make sure to take him along with my train of thought.

2. Acknowledge any questions or concerns he has. This is especially important when I’m asking for his buy-in to invest our money in a particular way.

3. Show him the rough numbers behind my idea. This approach shows that my plan is rooted in logic and ensures I’m not asking our family to take on unnecessary risk.

4. Paint the larger vision behind the idea. Will this be a temporary or long-term investment of time, money, or effort? What do we stand to gain? How will we know when we’ve succeeded or when we should exit a venture?

The same principles apply if your partner is more emotional about money:

1. Know that they may not see your vision immediately, and that’s ok. Ask that they stay open to your ideas, and make sure to take him along with your train of thought.

2. Acknowledge any questions or concerns they have. Find out their underlying concerns and make sure to address them (especially important for buy-in with decision-making).

3. Show the rough numbers behind your idea. This approach presents a thoughtful, grounded plan that proactively addresses trade-offs and risks.

4. Paint the larger vision behind the idea. Will this be a temporary or long-term investment of time, money, or effort? What do we stand to gain? How will we know when we’ve succeeded or when we should exit a venture?

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