Love & Money: Uncover Your Financial Harmony

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

  1. What’s your natural approach to money management? (Saver, spender, worrier, avoider, etc.)
  2. What’s your greatest financial strength?
  3. What’s your biggest financial weakness?
  4. How do emotions influence your financial decisions?
  5. How did your upbringing shape your adult financial habits?

Navigating Financial Challenges

  1. How do you handle unexpected expenses and setbacks?
  2. What’s your emergency fund situation?
  3. Where do you draw the line between splurging and saving?
  4. How do you think partners should manage their finances together?
  5. Is 50/50 expense splitting fair, or should it be based on income and usage?

Looking Ahead

  1. What’s your current debt situation, and how do you plan to tackle it?
  2. At what stage do you think it’s okay to move in with a partner?
  3. What’s a reasonable wedding budget in your opinion?
  4. Do you want children, and if so, when and how many?
  5. Have you set aside a savings plan for future family expenses?

Credit and Savings

  1. What’s your current credit score?
  2. How do you approach credit cards – do you use them, and do you pay them off in full each month?
  3. What’s your top financial priority right now?
  4. Is owning a home a medium-term goal for you?
  5. 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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