1. No secrets about money. Everything goes on the table.
  2. No blame game. It doesn’t help, it never works. Just don’t go there.
  3. Accept the past and let it go. Don’t look back you’re not going that way.
  4. Talk from your perspective rather than theirs. It helps to use ‘I’ instead of you.
  5. Don’t get emotional. When it comes to money, stick to facts.
  6. Cut to the WHY. Explain why something is important to you.
  7. There is no right or wrong. Only actions and consequences.
  8. Have a goal for each money date. What would you like to resolve by the end?
  9. Take notes. Agree on action points.
  10. Have fun. When you’re done enjoy your evening or time together.

Vince Scully


With over 25 years in Financial Services from consulting to management, Vince Scully is the go-to guy for wealth management and financial advice. Before creating LifeSherpa, Vince founded the Calliva Group; a fund manager, product issuer, adviser and lender. Vince is an adviser to the Wealth Management Industry, and prior to his role as CEO at Calliva, a senior member of Macquarie Bank’s infrastructure team.

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