Money Matters: Uncovering the Truth About Your Financial Relationship
This week, we teamed up with SoFi to host a digital event that sparked crucial conversations about love and money. Whether you’re flying solo or coupled up, understanding your financial dynamics is key to a healthy and happy relationship. Missed the event? Catch up on the highlights or download our comprehensive PDF checklist to get started.
The Power of Financial Awareness
SoFi, a forward-thinking finance company, is dedicated to helping people take control of their finances. To make informed decisions in 2021, schedule a complimentary call with a SoFi Financial Planner and discover how to make smart money moves. This exclusive offer is available to you, courtesy of our partnership.
The Ultimate Love & Money Questionnaire
Take the first step towards financial harmony by answering these 20 questions. Complete them solo to uncover your financial psyche or share with your partner to play a fun game of “Financial Soulmates.”
Understanding Your Money Mindset
- What’s your natural approach to money management? (Saver, spender, worrier, avoider, etc.)
- What’s your greatest financial strength?
- What’s your biggest financial weakness?
- How do emotions influence your financial decisions?
- How did your upbringing shape your adult financial habits?
Navigating Financial Challenges
- How do you handle unexpected expenses and setbacks?
- What’s your emergency fund situation?
- Where do you draw the line between splurging and saving?
- How do you think partners should manage their finances together?
- Is 50/50 expense splitting fair, or should it be based on income and usage?
Looking Ahead
- What’s your current debt situation, and how do you plan to tackle it?
- At what stage do you think it’s okay to move in with a partner?
- What’s a reasonable wedding budget in your opinion?
- Do you want children, and if so, when and how many?
- Have you set aside a savings plan for future family expenses?
Credit and Savings
- What’s your current credit score?
- How do you approach credit cards – do you use them, and do you pay them off in full each month?
- What’s your top financial priority right now?
- Is owning a home a medium-term goal for you?
- What’s your retirement plan, and are you contributing to a 401k or IRA?
Get Your Money Right
You don’t need a financial expert to get expert advice. Schedule a complimentary call with a SoFi Financial Planner today and start making informed decisions about your money. Advisory services are offered through SoFi Wealth, LLC, an SEC-registered Investment adviser.
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