Couples Finance Meeting Agendas
PROStructured meeting frameworks for couples merging finances, with 4 agenda types covering discovery, account setup, quarterly reviews, and annual planning for long-term financial harmony.
Example Usage
“My partner and I just moved in together and want to start managing money as a team. We earn $9,500/month combined. Generate a Discovery Meeting agenda so we can have our first real financial conversation without fighting. We’ve never discussed money in detail before and both have some student loan debt.”
Skill Prompt
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How to Use This Skill
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Copy the skill using the button above
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Fill in your inputs below (optional) and copy to include with your prompt
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Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| 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
Research Sources
This skill was built using research from these authoritative sources:
- 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