Couples Assessment

Complete this section together as a couple. Rate each statement based on your relationship

Both spouses must complete their individual assessments (Form 1A) separately first. Enter both email addresses below to link your assessments together.
We have open, honest conversations about our finances without conflict or avoidance
Strongly DisagreeDisagreeNeutralAgreeStrongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
We make significant financial decisions together rather than independently
Strongly DisagreeDisagreeNeutralAgreeStrongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
We have a shared understanding of our household income, expenses, and debt
Strongly DisagreeDisagreeNeutralAgreeStrongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
We agree on how to balance present enjoyment with future financial security
Strongly DisagreeDisagreeNeutralAgreeStrongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Financial stress in our household is managed together rather than carried individually
Strongly DisagreeDisagreeNeutralAgreeStrongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
We have a shared vision for generosity and giving as a couple
Strongly DisagreeDisagreeNeutralAgreeStrongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Describe your shared financial direction as a couple — where you are today and where you want to be in 3-5 years.
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