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A Guide to Creating New Relationship Agreements: Six Steps to Success

"Out beyond ideas of wrongdoing and right doing, there is a field. I’ll meet you there."~ Rumi




Relationships can be complicated—they take practice and require that we address change and negotiate conflicts. They’re rarely legal problems, but they can have legal implications. Did you know that 90% of your decisions are informed by how you feel? Yet, when was the last time a lawyer or accountant asked you how you felt about it? 


We’re told to leave our hearts at home when we go to work, meet with lawyers, or talk to accountants, but let's be real—that’s just not possible. The heart has a way of showing up even when we think we've blocked it out. Anxiety, depression, and burnout? Those are just signals that something's out of whack with our authentic selves. If we don't want our hearts playing sneaky tricks on us, we need to find a way to work with them, harnessing their power for our own good, for those we love, for those we work with, and for the community we live in.


That’s why we created this six-step process to help us engage the power of the heart, supported by action plans, Nobel Peace winning science and financial facts so that we can respectfully create new agreements with ourselves and others.


Step 1: Action Plan


The first step in our process is developing a customized action plan. This involves identifying your specific goals and challenges. We work with you to outline clear, actionable steps that will guide you toward your Optimal Outcome. This personalized plan is the foundation of your journey to a more fulfilling relationship with yourself and others.


Step 2: Your Peace of Mind Guarantee


We believe that one size does not fit all. That’s why we customize our Peace of Mind Guarantee to meet your unique needs. Whether you're dealing with conflicts, communication issues, or other challenges, our tailored approach ensures that you receive the support and resources necessary for success. The terms and team supporting the guarantee are described at [www.peaceprovokers.com](http://www.peaceprovokers.com). Our guarantee provides you with the confidence that you are not alone in this journey.


Step 3: Relationship Agreements


Who else needs to know about your new agreements? Our third step focuses on creating clear and respectful agreements with all important relationships in your life. Whether your kids are 10 months or 42 years old, parenting is a role of a lifetime. We help you establish guidelines and expectations that ensure all parties are on the same page. This includes not just parenting agreements, but also identifying who else needs to be informed, what confidences need to be shared, and what repairs need to be made in your relationships. These agreements foster a cooperative and supportive environment.


Step 4: Financial Agreements


Money matters can often be a source of stress and conflict in relationships. It’s normal for opposites to attract, and this often shows up in our money archetypes—such as income earners vs. income supporters, money managers vs. non-money managers, and spenders vs. savers. Our fourth step involves developing financial agreements that work for both partners.


We assist you in creating budgets, managing debts, and setting financial goals that align with your values and priorities. To do this, we perform a document round-up to gather and organize all of your financial information into a secure data room, create a financial dashboard, and regularly check in with your cash flow. These agreements promote transparency and trust in your financial dealings and take practice to clarify and address any changes you'd like to make in these patterns.


 Step 5: Cash Flow Management


Effective cash flow management is crucial for financial stability and peace of mind. In this step, we provide tools and strategies to help you track your income and expenses, plan for future needs, and ensure that your financial resources are used wisely. Our ABCD approach to cash flow management includes:


- Activities: Track daily spending and activities that affect your finances.

- Bills: Keep up with regular bills and avoid late payments.

- Crisis: Prepare for unexpected financial crises with a solid emergency fund.

- Children’s Checkbook: Manage expenses related to your children and their needs.

- Dreams: Plan for future aspirations and financial goals, ensuring you have the resources to achieve them.


By managing your cash flow effectively, you can reduce stress and build a secure financial future together whether that is one household or two.


Step 6: New Agreements


Finally, we help you create new agreements that reflect the evolving needs of your relationship. As you grow and change, so too should your agreements. This step ensures that your relationship remains dynamic and adaptable, allowing you to address new challenges and opportunities as they arise.


By regularly updating your agreements, you maintain a healthy with yourself and resilient partnerships.

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