Made for Financial Planners
Build a Couples Money Decision Log
Also useful for: people in Finance
75 min
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Couples
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Talking About Money
Turn scattered couples meeting notes into a clear, reusable decision log that separates firm agreements from proposals and unresolved issues.
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Use this when
You are guiding a couple through several connected money decisions, especially when prior agreements, follow-up tasks, or changing conditions are becoming hard to track.
You'll need
- Meeting context
- Couple labels
- Financial facts
- Decisions and proposals
- Constraints and conditions
- Review cadence
You'll get
- Every material discussion item assigned a status
- Every confirmed decision recorded with its terms and conditions
- Every unresolved issue tied to a specific question
- Every named follow-up action tied to an owner and due date
- Every conditional decision paired with a revisit trigger or a visible gap
- Conflicting statements and missing confirmations flagged
By the end of this playbook
You will have:
- Every material discussion item assigned a status
- Every confirmed decision recorded with its terms and conditions
- Every unresolved issue tied to a specific question
- Every named follow-up action tied to an owner and due date
- Every conditional decision paired with a revisit trigger or a visible gap
- Conflicting statements and missing confirmations flagged
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
Meeting context: September planning meeting about a $1,200 monthly surplus. Couple labels: Jordan and Casey. Financial facts: $14,000 private student loan at 7.1%; full employer retirement match already captured; emergency fund target not established. Decisions and proposals: Both agreed to pay $500 per month toward the loan for three months. Jordan proposed investing the remaining $700. Casey preferred setting a cash reserve target first. No agreement was reached on the $700. Constraints and conditions: The first extra loan payment depends on the October insurance bill clearing. A possible spring move may affect the reserve target. Review cadence: After each meeting.
Sample assembled prompt
Decision ID: D-001 Topic: Extra student... Effective date: Needs confirmation Condition: Begin... Shared reason: Reduce the 7.1% debt... Owner: Owner not confirmed Due date:... Confirmed by both: Needs confirmation Open... Status: Deferred Information needed: Essential monthly... Dependency: Resolve before choosing between additional...