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Money Relationship Assessment
How often do you and your partner discuss money?
Daily
Weekly
Monthly
Yearly
Never
How often do you and your partner fight about money?
Daily
Weekly
Monthly
Yearly
Never
How often do you purchase items in secret?
Daily
Weekly
Monthly
Yearly
Never
How often do you lie to your partner about what an item did or will cost?
Daily
Weekly
Monthly
Yearly
Never
Do you buy gifts for other people without your partner's knowledge?
Yes
No
Do you have a secret stash of cash?
Yes
No
Do you have a credit card that your partner is not aware of?
Yes
No
How much do you dread talking to your partner about money?
Don’t dread
Slightly dread
Dread
Do you look over and pay your bills together?
Yes
No
Do you or your partner have an allowance?
Yes
No
Do you as a couple have a joint or separate checking accounts?
Joint
Separate
How stressed are you about finances?
Not at all stressed
Slightly stressed
Stressed
Very stressed
Have you ever had counseling - either personally or as a couple - about your finances?
Yes
No
Would you ever consider ending your relationship due to your finances?
I would never end a relationship over money
I would slightly consider ending a relationship over money
I would separate over financial infidelity
I would permanently separate or divorce over financial infidelity
Did money ever cause problems or disruptions in your parents’ relationship when you were growing up?
Yes
No
How much total credit card debt do you have as a couple (be sure to include any debt you brought with you into the relationship)?
$0 – 5,000
$5,000 – 10,000
$10,000 – 20,000
$20,000 – 30,000
$30,000 – and above
Are you comfortable with the amount of debt you have as a couple?
Very comfortable
Somewhat comfortable
Not comfortable
Very uncomfortable
Do you and your partner agree on a budget?
Yes
No
Do you and your partner have a plan for your retirement?
Yes
No