Which choices are you comparing?
Describe the current work and the alternative you could realistically choose, the question you want to answer, and the common dates.
HOUSEHOLD DISCUSSION GUIDE
Talk it through
Begin with fields 1, 11, 12, 13 and 14 of Worksheet Eight: your choice, strongest reason, uncertainty, next action, and review. This short discussion is not a financial assessment.
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What is your strongest reason?
State the reason that carries most weight after considering financial and practical protection, the life each choice offers, and the losses you would accept.
What are you least sure of?
Name the unanswered question most likely to change your choice, who can help answer it, and what you know so far.
What will you do next, and who will do it?
Record the next action, person responsible, any agreement still needed, and an agreed backup where the action depends on one person.
When will you review the decision?
Set a date, name the people who will participate, and identify changes that would bring the review forward and what you would reconsider.
Plan a smaller step
What needs protecting
What must remain protected?
Next experiment or action
What can be tested before a permanent change?
When to reconsider
What would require us to pause, seek advice, or change course?
When to review
When will we revisit this, and what facts must be available?
Seek qualified financial and tax professionals for financial or tax decisions, qualified legal counsel when legal consequences matter, and a licensed medical professional for health decisions. This guide is an educational discussion aid, not individualized advice.