Made for Financial Advisors
Bridge a Couple’s Market Panic Split
Also useful for: people in Finance
60 min
Advanced
Couples
Have a Money Conversation
Comparing Financial Options
Guide co-clients from opposing sell-or-stay positions toward a deliberate decision grounded in shared goals, plan facts, and agreed tradeoffs.
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Use this when
Two clients in the same household disagree about what to do after a sharp market decline, especially when one wants immediate action and the other wants to stay invested.
You'll need
- Client situation
- Client A position
- Client B position
- Shared goals
- Plan guardrails
- Available options
- Decision timing
- Firm requirements
You'll get
- Both positions represented without blame
- Underlying concerns separated from requested actions
- Shared goals confirmed or marked for confirmation
- Available options compared without a market forecast
- Consent and escalation rules stated
- Decision rationale and unresolved issues documented
By the end of this playbook
You will have:
- Both positions represented without blame
- Underlying concerns separated from requested actions
- Shared goals confirmed or marked for confirmation
- Available options compared without a market forecast
- Consent and escalation rules stated
- Decision rationale and unresolved issues documented
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
A couple plans to retire next year. After a steep decline, one spouse wants the joint portfolio moved to cash immediately. The other wants to maintain the allocation but is open to reviewing near-term reserves. The plan currently includes 18 months of withdrawals in short-term holdings. Both signatures are required for trades, and no joint decision has been reached.
Sample assembled prompt
MEETING OPENING "The market decline has... One is the risk of further... The other is the risk of... We will examine both concerns against... We still need to confirm whether... Review the retirement cash-flow analysis and... Reconvene after missing facts are confirmed. Escalate any unresolved authority, coercion, or...