Foundation 1 · Setup
Why money matters to us
Three things happen here. Each of you answers a short set of solo reflection prompts on your own, separately, on your own device. You print your answers, sit down together with the meeting agenda, and walk through it on paper. Then one of you comes back here to capture what you landed on.
Who’s sitting down?
First names are fine. They show up at the top of each prep sheet and on the meeting agenda. That’s it.
1. Send each partner their prep link
Each link opens a private solo prep page. Answers stay on whichever device the partner uses. They don’t sync, and the product never sees them. Text it, email it, whatever you already do.
Partner 1
Enter both names to generate this link.
Partner 2
Enter both names to generate this link.
2. Print the meeting agenda
One copy, brought to the table along with both prep sheets. The agenda walks the two of you through the Compare prompts, the $1M exercise, the values sort, and a shared purpose statement.
What you’ll print
A 6-page printable the two of you walk through together:
- 1. Cover and what this hour is for
- 2. Ground rules and how to handle tense moments
- 3. Why this comes before budgeting and investing
- 4. Compare prompts and the $1M exercise
- 5. Values sort and shared purpose statement
- 6. Decisions to carry forward
3. After the meeting, capture what you landed on
One short form for the things that carry forward into every future agenda: your purpose statement, your top money values, and what you decided versus what you left open.
Open capture form