Money Relationship Assessment

  1. How often do you and your partner discuss money?

     Daily    Weekly    Monthly    Yearly    Never    

  2. How often do you and your partner fight about money?

     Daily    Weekly    Monthly    Yearly    Never    

  3. How often do you purchase items in secret?

     Daily    Weekly    Monthly    Yearly    Never    

  4. How often do you lie to your partner about what an item did or will cost?

     Daily    Weekly    Monthly    Yearly    Never    

  5. Do you buy gifts for other people without your partner's knowledge?

     Yes    No    

  6. Do you have a secret stash of cash?

     Yes    No    

  7. Do you have a credit card that your partner is not aware of?

     Yes    No    

  8. How much do you dread talking to your partner about money?

     Don’t dread    Slightly dread    Dread     

  9. Do you look over and pay your bills together?

     Yes    No    

  10. Do you or your partner have an allowance?

     Yes    No    

  11. Do you as a couple have a joint or separate checking accounts?

     Joint    Separate    

  12. How stressed are you about finances?

     Not at all stressed    Slightly stressed    Stressed    Very stressed    

  13. Have you ever had counseling - either personally or as a couple - about your finances?

     Yes    No    

  14. 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

  15. Did money ever cause problems or disruptions in your parents’ relationship when you were growing up?

     Yes    No    

  16. 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

  17. Are you comfortable with the amount of debt you have as a couple?

     Very comfortable    Somewhat comfortable    Not comfortable
     Very uncomfortable    

  18. Do you and your partner agree on a budget?

     Yes    No    

  19. Do you and your partner have a plan for your retirement?

     Yes    No