Monthly Money Meeting Process

A structured 60-minute monthly meeting between couples to discuss finances and strengthen their relationship through money conversations.

Monthly Money Meeting Structure (60 minutes)

1. Start with Appreciation

   • Begin by expressing something you appreciate about your partner
   • May feel uncomfortable at first but becomes natural with practice

2. Partner 1 Updates

   • Each partner owns specific parts of the financial system
   • Quick updates on their assigned areas
   • Address any misses or issues (e.g., exceeding grocery budget)
   • Present solution for any problems

3. Partner 2 Updates

   • Same process as Partner 1
   • Share updates on their financial responsibilities

4. Joint Updates

   • Discuss items requiring both partners' attention
   • Review things like 401k matching
   • Address any shared financial concerns

5. Number Review

   • Look at critical numbers
   • Focus on important metrics, not minor details
   • Typically done on 6-month basis for larger trends

6. Open Issues

   • Address any remaining concerns
   • Discuss unresolved items

7. Closing

   • End with "I love you"
   • Share appreciation
   • Give each other a hug
   • Connect money discussions with positive feelings

Key Principles

• Keep meetings to 60 minutes
• Move quickly through each step
• Focus on important metrics rather than minor details
• Align money discussions with positive emotions
• Both partners should be involved in financial management
• Create regular connection through financial discussions