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Couples and Household Money Meeting Agenda

Structured brief Has example

Plan a calm, productive money conversation.

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Create an agenda for a money meeting with [PARTNER_OR_HOUSEMATE]. Our arrangement (joint, separate, hybrid): [ACCOUNT_STRUCTURE]. Topics that cause friction: [FRICTION_POINTS]. Time available: [MEETING_LENGTH].

Draft a 45-minute agenda with timings: opening (a positive and a goal), facts review (income, shared costs, balances), what is working, one issue to resolve, decisions and owners, and a close. Write ground rules in five lines, such as no blame and one topic at a time. Provide neutral sentence starters for each of my listed friction points. Offer two structures for splitting shared costs (equal and proportional to income) with an arithmetic example using my incomes: [INCOMES]. Include a one-page summary template for recording decisions. This is communication support, not financial or legal advice; for joint legal matters in [JURISDICTION], tell us to seek professional input.

Do not recommend specific investments, funds, or products for me. Explain concepts and trade-offs in general terms, and flag every rule that depends on [JURISDICTION] for me to verify with a licensed adviser.

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45 minutes
0-5 Opening: one positive, one goal.
5-15 Facts: incomes, shared costs, balances (no judgement).
15-25 What's working.
25-35 One issue only: the holiday fund.
35-42 Decisions and owners.
42-45 Close with thanks.
Split of shared costs, incomes 3,000 and 2,000, shared costs 2,000: equal = 1,000 each; proportional = 1,200 and 800.
Ground rules: no blame, one topic, phones away.
Starter sentence: "I'd like us to talk about X because I feel..."
For legal matters, take professional advice [JURISDICTION].

• budget
• structured-brief