Couples Financial Assessment

How often do you and your partner discuss your financial future without it leading to tension?

Rarely/Never—it usually ends in an argument or silence.

Occasionally, but we usually stick to "emergency" talk.

Regularly, though we sometimes struggle to stay on the same page.

Often—we have a healthy, proactive dialogue about our dreams.

How aligned are your individual "Money Scripts"

We are total opposites and it causes constant friction.

We know we’re different but haven't figured out how to compromise.

We generally agree, but one of us usually takes the lead.

We have blended our values into a unified "shared vision."

If an unexpected $1,000 expense occurred today, how would the "team" handle it?

With panic, blame, or by hiding the cost from one another.

We’d figure it out, but it would cause a lot of stress for days.

We have a plan, but we aren't perfectly disciplined yet.

We have a clear system and emergency fund; it’s a non-issue.

To what extent do you feel you have "Financial Transparency" in your relationship?

There are secrets (debt or spending) that haven't been shared.

We share the big stuff, but we keep our day-to-day habits separate.

We are mostly transparent but struggle with shared accountability.

Complete transparency; we are 100% honest about every dollar.

Is your partner open to meeting to review this information?*

Yes

Other services interested in

Individual Financial Coaching

Couples Financial Harmony

Financial Wellness Audits

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Resume Writing & Career Strategy

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Debbie Slaughter, AFC® & FBS®: Helping you heal financial trauma and align your money mindset with your life’s true values.

MLO NMLS ID# 91445

Mpire Financial NMLS# 2108504

Licensed in North Carolina

Equal House Lender

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