Quick agenda

Fill in what you know. Everything is optional. The point is to have a sheet of paper to sit down with, not to produce a complete ledger.

What you’ll print

One printable agenda. Solid blocks are sections that’ll appear; dashed blocks are skipped. Toggle them with the picker below.

Filled in so far

0 of 5

What should tonight cover?

Skip what's not relevant. Toggled-off sections won't appear on the printed agenda.

Quick picks:

Name & date

Give this agenda a name you'll recognize later.

Agenda name

Date

Period (optional)

Purpose & values

A one-line reminder of what your money is for. If you've completed Foundation 1, this is pre-filled. Edit any time.

Purpose statement

Not sure what to put here?

If you don't yet have a shared purpose statement, or you're not confident in the one you've got, spend a day on Foundation 1. It walks you through naming your money values and writing a one-line purpose together.

Start Foundation 1 →

Set the scene

Pick a setting that fits the conversation. Leave it blank and the printed agenda will show all options for you to circle on the spot.

Financial snapshot

Summary figures are fine. You don't need to re-enter everything from your budgeting tool. Pick the level of detail you want.

Detail level

Four summary numbers.

Assets

Liabilities

Planned income

Planned expenses

Anything changed since last time?

Larger asset position? New liability? Income change? Notes to carry forward.

Wants & projects

Things worth talking about. Every item has a cost: sometimes money, sometimes time, usually both.

Suggestions