Agende Meeting Finanziari di Coppia
PROParlare di soldi senza litigare! Agende strutturate per meeting finanziari di coppia produttivi.
Esempio di Utilizzo
“Vogliamo fare un incontro mensile sulle nostre finanze. Come lo strutturiamo per non finire a litigare?”
Prompt dello Skill
Questo skill funziona meglio quando viene copiato da findskill.ai — include variabili e formattazione che potrebbero non essere trasferite correttamente altrove.
Come Usare Questo Skill
1
Copia lo skill usando il pulsante sopra
2
Incolla nel tuo assistente AI (Claude, ChatGPT, ecc.)
3
Compila le tue informazioni sotto (opzionale) e copia per includere nel tuo prompt
4
Invia e inizia a chattare con la tua AI
Personalizzazione Suggerita
| Descrizione | Predefinito | Il Tuo Valore |
|---|---|---|
| Quale agenda generare (discovery, setup, trimestrale, annuale) | discovery | |
| Reddito mensile familiare totale al netto delle tasse | $8,000 | |
| Appena fuso, consolidato, o riallineandosi dopo grande cambiamento | newly_merged | |
| Tuo-mio-nostro, completamente unito, o separato con divisione proporzionale | yours_mine_ours | |
| Durata meeting target in minuti | 90 | |
| Semplice (pochi conti), moderata (mix asset/debiti), complessa (business, investimenti) | moderate |
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
Fonti di Ricerca
Questo skill è stato creato utilizzando ricerche da queste fonti autorevoli:
- Financial Satisfaction in Couples (UGA Study) 602-couple study showing combined finances + spending agreement = 3-4x higher satisfaction
- Debt Concordance & Relationship Quality (MARS Study) 435-couple study showing financial agreement correlates with relationship quality
- Retirement Planning & Communication Study 335 mid-life couples showing better financial communication reduces money worries
- Couples Money Management Approaches Full merger vs. separation vs. hybrid account structures with demographic trends
- YNAB Couples Budgeting Guide Practical budgeting advice for couples with different money styles
- Fidelity Couples & Money Study Annual study on how couples communicate about and manage finances
- CFP Board Financial Planning for Couples Professional guidance on structured financial conversations