Made for Financial Planners
Run the First Shared-Money Planning Session
Also useful for: people in Finance
120 min
Advanced
Couples
Have a Money Conversation
Comparing Financial Options
Structure a first couples money session around verified facts, competing priorities, explicit tradeoffs, and decisions both partners understand.
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Use this when
You're preparing to lead a couple's first shared-money session, especially when spending habits, debt, goals, or risk comfort differ.
You'll need
- Client context
- Verified financial snapshot
- Partner A priorities
- Partner B priorities
- Known disagreements
- Desired decisions
- Scope guardrails
- Meeting format
You'll get
- Verified facts separated from assumptions and missing information
- Ground rules and a timed agenda prepared
- Each partner's priorities represented in neutral language
- Every material disagreement mapped to evidence and tradeoffs
- Each decision marked agreed, unresolved, or deferred
- Action owners and due dates recorded
By the end of this playbook
You will have:
- Verified facts separated from assumptions and missing information
- Ground rules and a timed agenda prepared
- Each partner's priorities represented in neutral language
- Every material disagreement mapped to evidence and tradeoffs
- Each decision marked agreed, unresolved, or deferred
- Action owners and due dates recorded
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
Client context: I'm leading a first joint planning session after repeated arguments about debt and travel. Verified snapshot: Combined take-home pay is $9,200 monthly. Recurring expenses are $6,850. Credit card debt is $14,600 at 22.9%. Joint cash savings are $18,000. Partner A: I want to use $10,000 of savings against the card and rebuild cash afterward. Partner B: I want to keep the savings intact, pay $1,500 monthly, and preserve a $3,000 travel plan. Desired decisions: Savings contribution toward debt, monthly payment amount, and travel budget. Scope: Cash flow and goal planning only. No legal or tax advice. Meeting format: Video meeting
Sample assembled prompt
Decision 1: Apply savings to credit... Option A: Apply $10,000 now -... Status: Unresolved pending agreement on the...