Find a Money Buddy
Have regular money check-ins with someone you trust, so finances feel less lonely and more deliberate.
10–30 mins
Monthly
Effort: Intensive-
Ingredient: Financial Security & Stability
Feeling secure and confident about your finances.
How
Pick your person: someone you trust (no pressure to lend or borrow).
Agree the basics: why you’re doing this (clarity, habits), how often (e.g., 20 mins monthly), and confidentiality.
Use a simple 3-point agenda:
Looking back: one win, one wobble.
Right now: one decision for this month (e.g., build ₹___ emergency buffer, cancel unused subscription).
Next step: one tiny action before the next check-in.
Talk plans, not passwords: share percentages and goals (e.g., 50/30/20 rule, emergency fund months), not account numbers or OTPs.
Easy Start
Text one trusted person: “Want to be money buddies? 20 mins monthly to compare notes (no judgments, no lending). I’ll bring one topic for the first call.”
Why It Matters
Questions and Thoughts
- “Awkward to talk about money.” → Agree no judging, no boasting. Start with habits and percentages, not rupee amounts.
- “Privacy worries.” → Keep a red-line list: never share OTPs, PINs, passwords, full account/card numbers, PAN/Aadhaar images.
- “What if they give bad advice?" → Treat this as peer support, not investing advice. For products, verify with official sources or a SEBI-registered adviser.
Care Notes
Choose someone you’d trust with personal news, not your passwords. Keep conversations in private spaces. If you need product recommendations or tax guidance, consult official sources or licensed professionals.
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