01
Build the neutral fact base
Compile the known numbers and restate the conflict without assigning motives or blame.
Made for Financial Planners
Find the Tradeoff Both Partners Can Accept
Also useful for: people in Finance
35 min
Intermediate
Budgeting
Have a Money Conversation
Comparing Financial Options
Map each partner's priorities, test the numbers, and prepare a balanced tradeoff for a productive money conversation.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Separate firm limits from flexible preferences, expose the real cost of each concession, and focus the conversation on workable choices instead of blame.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Map priorities and firm limits
Identify what each position protects and distinguish nonnegotiable constraints from flexible preferences.
03
Design and test tradeoff packages
Build materially different options and test each against cash flow, stated limits, and unresolved risks.
04
Prepare the smartest starting point
Select the strongest discussion option and turn it into concise, no-blame talking points.
Make Your Play
Find the Tradeoff Both Partners Can Accept
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Select the financial issue at the center of the disagreement.
List the income, required expenses, balances, payment minimums, savings targets, and other numbers that affect the choice.
0/10000
Describe what Partner A wants, why it matters, and what appears open to negotiation.
0/10000
Describe what Partner B wants, why it matters, and what appears open to negotiation.
0/10000
List the financial, family, emotional, or timing limits that neither proposed tradeoff should cross.
0/10000
Enter the decision deadline or the period after which the agreement should be reviewed.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build the neutral fact base
Compile the known numbers and restate the conflict without assigning motives or blame.
02
Map priorities and firm limits
Identify what each position protects and distinguish nonnegotiable constraints from flexible preferences.
03
Design and test tradeoff packages
Build materially different options and test each against cash flow, stated limits, and unresolved risks.
04
Prepare the smartest starting point
Select the strongest discussion option and turn it into concise, no-blame talking points.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with approximate numbers if exact figures aren’t available. Label every estimate, and don’t present an option as workable until income, required expenses, minimum debt payments, and the proposed tradeoff fit together.
Advanced instructions
Run a downside check on the leading package. Test what happens if income falls, a variable expense rises, or family support continues longer than expected. Add a specific trigger for revisiting the agreement.
Use this when
A couple disagrees about spending, saving, debt payments, or family support and needs a financially sound compromise to discuss.
You'll need
- Main issue
- Current financial facts
- Partner A's position
- Partner B's position
- Firm limits
- Decision timing
You'll get
- The disagreement stated without blame
- Facts, assumptions, preferences, and open questions separated
- Each firm limit tested against every package
- At least three materially different tradeoff packages compared
- A feasible starting package and review point selected
- Conversation talking points ready for the meeting
By the end of this playbook
You will have:
- The disagreement stated without blame
- Facts, assumptions, preferences, and open questions separated
- Each firm limit tested against every package
- At least three materially different tradeoff packages compared
- A feasible starting package and review point selected
- Conversation talking points ready for the meeting
Examples
Progress 1 of 4