커플 재무 미팅 Agendas
PRO커플 재무 미팅 Agendas 완전 정복! AI가 도와줘서 효율 200% 상승. 진짜 대박임!
사용 예시
커플 재무 미팅 Agendas 시작하고 싶은데 어떻게 해야 할지 모르겠어요. 도와주세요!
스킬 프롬프트
이 스킬은 findskill.ai에서 복사할 때 가장 잘 작동합니다 — 다른 곳에서는 변수와 포맷이 제대로 전송되지 않을 수 있습니다.
이 스킬 사용법
1
스킬 복사 위의 버튼 사용
2
AI 어시스턴트에 붙여넣기 (Claude, ChatGPT 등)
3
아래에 정보 입력 (선택사항) 프롬프트에 포함할 내용 복사
4
전송하고 대화 시작 AI와 함께
추천 맞춤 설정
| 설명 | 기본값 | 내 값 |
|---|---|---|
| Which agenda to generate (discovery, setup, quarterly, annual) | discovery | |
| Total household monthly income after taxes | $8,000 | |
| Newly merged, established, or re-aligning after major change | newly_merged | |
| Yours-mine-ours, fully merged, or separate with proportional split | yours_mine_ours | |
| Target meeting length in minutes | 90 | |
| Simple (few accounts), moderate (mix of assets/debts), complex (business, investments) | 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
연구 출처
이 스킬은 다음 신뢰할 수 있는 출처의 연구를 바탕으로 만들어졌습니다:
- 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