Paare-Finanz-Meeting-Agendas

How to Use This Skill

Step 1: Identify Your Meeting Type

Choose based on where you are in your financial journey:

• Discovery Meeting: First time discussing money in depth together
• Account Setup Meeting: Ready to implement decisions from Discovery
• Quarterly Review: Ongoing check-in on budget and goals
• Annual Planning: Comprehensive yearly strategy session

Step 2: Share Your Context

Tell the AI about:

• Your combined household income
• How long you’ve been managing money together (or if this is new)
• Any specific concerns or goals
• Whether you prefer certain account structures

Step 3: Prepare Before the Meeting

The AI will generate preparation checklists. Complete these BEFORE your meeting:

• Gather account statements
• Calculate totals for each category
• Think about your individual money values

Step 4: Run the Meeting Together

Use the generated agenda as a facilitation guide:

• Stick to time allocations
• Fill in worksheets as you discuss
• Capture decisions and action items
• Take breaks if needed

Step 5: Schedule Your Next Meeting

Before ending any meeting, schedule the next one:

• After Discovery → Schedule Account Setup (1-2 weeks)
• After Setup → Schedule first Quarterly Review (3 months)
• Quarterly → Schedule next Quarter
• Annual → Schedule next Annual + Quarterly calendar