01
Gather Both Money Stories
Capture the experiences and messages each partner connects to money, keeping direct statements separate from interpretation.
Made for Financial Advisors
Map the Money Beliefs Behind the Conflict
Also useful for: Financial Planners, people in Finance
25 min
Intermediate
Communication
Have a Money Conversation
Difficult Conversation
Connect each partner's money history to today's spending, saving, debt, and risk choices without assigning blame.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Find the beliefs beneath a couple's financial disagreement so the next planning conversation addresses the real tension, not just the numbers.
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What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Define the Real Point of Tension
Pair the couple's competing positions with the verified financial facts to reveal the tradeoff beneath the argument.
03
Produce the Meeting Map
Turn the gathered context into a balanced analysis, targeted questions, and one bounded next move.
Make Your Play
Map the Money Beliefs Behind the Conflict
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
Describe the experiences, family messages, losses, and security concerns Partner A has shared about money.
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Describe the experiences, family messages, losses, and security concerns Partner B has shared about money.
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Explain the decision or repeated behavior causing tension, including what each partner says they want.
0/10000
List the verified numbers, obligations, deadlines, shared goals, and planning limits that shape the decision.
0/10000
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What you'll do
Check a step when you finish it.
01
Gather Both Money Stories
Capture the experiences and messages each partner connects to money, keeping direct statements separate from interpretation.
02
Define the Real Point of Tension
Pair the couple's competing positions with the verified financial facts to reveal the tradeoff beneath the argument.
03
Produce the Meeting Map
Turn the gathered context into a balanced analysis, targeted questions, and one bounded next move.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with brief notes rather than a full client history. Record what each partner actually said, then describe the current disagreement and the financial facts. Remove account numbers, Social Security numbers, addresses, and other details the analysis doesn’t need.
Advanced instructions
Include direct client language when a specific phrase reveals a belief about safety, fairness, independence, or obligation. After reviewing the result, challenge any interpretation that lacks clear support and keep only the questions and planning moves relevant to the engagement.
Use this when
A couple keeps disagreeing about spending, saving, debt, investing, or financial support for family, and the stated issue doesn't explain the intensity of the conflict.
You'll need
- Partner A's money story
- Partner B's money story
- Current disagreement
- Financial facts and constraints
You'll get
- Each partner's stated experiences separated from interpretation
- The likely conflict loop described without blame
- Unsupported conclusions converted into questions
- Six neutral meeting questions ready to use
- One bounded planning move selected for the next conversation
By the end of this playbook
You will have:
- Each partner's stated experiences separated from interpretation
- The likely conflict loop described without blame
- Unsupported conclusions converted into questions
- Six neutral meeting questions ready to use
- One bounded planning move selected for the next conversation
Examples
Progress 1 of 3