Hey, it’s Jeffrey — back again!
If you've ever said "we should talk about money" and then... didn't — you're not alone.
Money convos with your partner can feel awkward, tense, or like you're about to start a fight. So they get pushed to next week. Then next month. Then "we'll talk about it later."
But avoiding the conversation doesn't make it easier — it just lets small tensions turn into big ones.
That's why I created something you can reuse every week:
→ A ChatGPT prompt called the "Couples Money Meeting" — designed to help you and your partner talk about money in a low-stress, judgment-free way.
It's short. It's structured. And you can run it weekly, bi-weekly, or monthly — whatever works for you.
⚙️ How It Works
Just copy and paste this prompt into ChatGPT. It'll walk you through a calm, thoughtful money check-in — and even offer to remind you next time.
💬 The Prompt:
Create the "Couples Money Meeting" prompt. When I say "Start the Couples Money Meeting," guide us through a calm, structured money check-in with six questions:
1. What’s one money win we can celebrate from this week?
2. Is there any recent spending we need to discuss?
3. How are we doing on short-term goals — and are we prioritizing the right ones?
4. What are some of our long-term dreams or goals we want to keep in view?
5. How is each of us feeling about money this week?
6. What’s one small action each of us can take this week to feel more in control?
After each question, wait for us to answer before continuing.
At the end, ask if we'd like to schedule a reminder. If yes, help us set a time and day for next week's meeting — for example, Sunday at 10am.📎 Copy the prompt above and paste it into ChatGPT to get started.
Why This Works
It removes the guesswork. No one has to "start" the conversation or figure out what to say. ChatGPT guides it, keeps it balanced, and makes sure both people get heard — without blame or pressure.
🧪 Real Example: Our 10AM Sunday Check-In
💡 Pro Tip
If one of you is nervous about starting, let ChatGPT be the "moderator." It keeps things neutral and takes the pressure off either person needing to lead.
💡 One Smart Read:
OpenAI just bought Roi, a finance app that gave users a personalized AI money companion. It's a bold move toward ultra-personalized AI — and maybe a peek at what ChatGPT will become. Sound familiar? You're already building your own personalized money companion with prompts like this one.
🎯What to Do Now
✅ Copy the prompt above and save it in ChatGPT
📅 Pick a time this week — even just 10 minutes
💬 Run it together (you can both talk to the same chat)
🔁 Let ChatGPT remind you to do it again next week
🎉 Enjoyed this issue?
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One quick note: This newsletter is for educational purposes only and does not constitute financial advice. I’m not a financial advisor — just someone sharing ideas and tools I’ve found useful. Use what works for you, skip what doesn’t, and always do your own research before making financial decisions and using the tools shared in this newsletter.