Money conversation
Configure this interactive money conversation worksheet with 4 focused prompts. Create a Coachful account to view, copy and download your summary.
Fill the spaces with concrete observations and ideas. Connect what you notice to an action you can try, then review what happens.
1. Expectations
What do you expect from this? Write it plainly, including what you expect of yourself.
2. Each person's needs
What does each person need? Write one sentence for you and one for them.
3. Boundaries
What is acceptable for you here, and what is not? Write the boundary in words you could actually say.
4. Agreement
What can both sides agree on, in words each would sign? Write the agreement as a sentence.
Create a Coachful account to view, copy and download your summary.
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