Money Values Assessment for Couples
This assessment helps couples understand their financial values, attitudes, and potential areas of conflict or alignment. Each partner should answer the questions separately to discover differences in financial perspectives, priorities, and styles. The results will help you have more productive conversations about money and work together more effectively on financial decisions.
Your Names
Important Notes:
- This assessment is designed to spark conversation and reflection, not to diagnose financial problems or provide personalized financial advice.
- Your responses are not stored on our servers and are only used to generate the results you see. Refresh the page or leave the site, and your data is gone.
- Financial compatibility does not necessarily mean identical values. Different perspectives can be complementary when understood and respected.
- Consider taking this assessment periodically, as financial values can shift over time with changing life circumstances.
- For serious financial conflicts or concerns, consider consulting with a financial therapist or financial advisor who specializes in couples.