The First Money Talk Agenda: One Page, 45 Minutes
A timed six-topic agenda with ground rules, opening lines and an after-the-talk summary form for two people sharing money.
In Under $15
By Whole Life HQGuide · 3 partsRead onlinePrintable
Look inside
The real opening page, word for word. 3 parts in total.
Part 1: How to use this agenda
Welcome. This is a short, structured way for two people who share money, or are about to, to have a first full conversation about it. It gives you an order to follow, a time for each topic, a few ground rules, and a form to fill in afterward so the conversation does not evaporate by Thursday.
What this does, and what it does not
It does:
- Give you six topics in a sensible order, with about 45 minutes in total.
- Give you opening lines and questions for each topic, so nobody has to improvise.
- Give you ground rules that keep the talk calm and fair to both of you.
- Give you a one-page summary to fill in together at the end.
It does not:
- Tell you how to invest, which account to open, or what you should do with your money.
- Replace a financial planner, tax preparer, attorney or counselor.
- Promise any result. It is a tool for talking, and what you decide is up to you.
What is in each part
- How to use this agenda
- The one-page agenda
- After the talk
What's inside
- Ground rules card and short prep for each person
- Six timed topics with opening lines and questions
- Questions-for-a-professional notes on debts and joint accounts
- After-the-talk summary form and a reset plan
Who it's for
For two people who share money, or are about to, and want a calm, fair order for a first full conversation about it. An expert review by a finance educator and a counsellor is planned; until then it is general information, not professional advice.
How you get it
- In your libraryCheckout opens at launch. After you buy, it appears in your library straight away.
- Any devicePhone, tablet or computer. Print it if you like paper.
- Yours to keepIt stays in your account, and you can come back any time.
