Household discussion worksheet
A way to get everyone on the same page without having every answer yet. Fill it in together, and revisit it in a week or two as things become clearer.
What changed
In a sentence or two: what happened, and when did income stop or change?
What we know, and what we don't yet
Known: amounts and dates we're sure about
Still unknown: payments, coverage dates, or decisions we're waiting on
Spending assumptions
Rough numbers are fine. The goal is agreement, not precision.
What we spend in a usual month
What we'll keep as-is for now
What we'll pause or reduce, and for how long
Immediate priorities (next two weeks)
1.
2.
3.
How each of us can help
Who handles which calls, forms, or deadlines
What kind of support helps most right now (and what doesn't)
When we'll check in again
LayoffOS worksheet · Organizational tool, not financial advice · elevateanew.com