Meeting 1 Homework | Fearless Money Course Lab

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Partners Make Peace and Plans with Money

Welcome & Roadmap

Partners Make Peace and Plans with Money: Full Guide (start here)
Toolkit Roadmap: Where to go and how long it will take (2:40)
Welcome & introduction video (3:16)

Helper Materials

Helper Materials Resource Book: Goals, Tough Convos, Financial Infrastructure, Stories
Template Calculators for shared savings, budgets, net wealth (15:51)
Equity Calculator: Roadblock + Access Points

Warmup: Individual self-reflection work (Roadmap starts here!)

Self-Reflection step: tasks to complete
Workbook: Talk About Money in a Relationship
Case Study #1: Two people with plans that need money + the value of consent (40:29)

Meeting 1: Kickoff

Meeting 1 : Kickoff intro Video + Agenda (2:52)
Ground Rules + Conversation Starters to talk about Money
Meeting 1 Readings & Handouts
Meeting 1 Homework

Meeting 2: Discover

Meeting 2: Discovery intro Video + Agenda (4:00)
Meeting 2 Readings & Handouts
Case Study #2: Saving up for something big together (9:57)
Meeting 2: Discovery Homework

Meeting 3: Information

Meeting 3: Information intro Video + Agenda (4:39)
Meeting 3 Materials & Readings
Meeting 3 Homework

Meeting 4: Plans in Place

Meeting 4 Plans in Place intro Video + Agenda (4:16)
Meeting 4 Workshop: Agreements podcast+worksheet

Meeting 5 (and beyond): Maintenance

Maintenance Meetings Agenda

BONUS: 2-hour deep dive workshop

Video Workshop: Intro to Partners + Money [2 hour live course] (112:32)

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Meeting 1 Homework

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