I Hold a Money Meeting With My Family Every Quarter. Here’s How to Lead Yours.

It outlines a four-step process: understanding your partner's financial priorities, determining the best communication method, creating a conducive environment, and thorough preparation for both parties. The author emphasizes the importance of tailoring the meeting to individual family goals, such as saving for a house or early retirement.

He shares his own quarterly "Shuler Town Hall" meeting structure, which includes reviewing spending trends, asset growth, and specific financial goals, often using visual aids like charts and presentations. The guide stresses active listening, finding common ground, and setting actionable items to improve family financial planning and wealth building.