Chapter 6. Goals

Jennifer and I met Aunt Katherine at the restaurant, and she looked ten years younger than she had the week before. Her smile was radiant, and she bounced in full of energy!

"Hi, kids," she said, beaming. "Did you have a great week?"

"Yes, actually, we did." I felt my energy level increasing just by being with her. "I thought about our discussion, and I've been looking forward to this week."

"Today we're going to talk goals!" she said, smiling. "It's exciting, because now I feel like we're at a stage where you're ready to move forward and set some goals for your financial future."

"Jennifer and I had a great discussion about this last week. We actually made a list of all of the things we wanted. We both had different goals, of course, but some were the same.

"We got a babysitter and went to dinner and brought our notepads with us," Jennifer added. "We talked about values and misconceptions and attitudes about money."

"How did you feel about that meeting?"

"Great!" Jennifer answered. "In fact, it was so successful that we decided to add a financial date night to our schedule, once a month. We'll go to the same restaurant, bring our notepads. No kids."

"Does talking about money make for a disagreeable date?" Aunt Katherine smiled.

"Well, it got heated at times," I admitted. "But we set some ground rules. We agreed not to get mad—just to listen to the other person's point of view and to agree to disagree."

"Those are good rules. I'm proud of you two."

"This is fun, Aunt Katherine. ...

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