Skip To Content

Couples quiz: 5 financial questions for a long-lasting relationship

Use these insights to inform money conversations as your financial priorities change over the years


MOST COUPLES KNOW they should open up about their saving and spending habits, any debt they may owe, and their financial goals and priorities at the beginning of a serious relationship. But they often forget that it’s important to keep talking about money as their relationship matures.


Over the years, priorities will change, and new financial challenges and opportunities will appear. Getting on the same page about money isn’t a once-and-done thing. One of the secrets to a successful relationship is keeping the money conversation going. Use the questions below as your guide.


Top left – Two men smiling and embracing. Top right – A man and woman walking a dog in a forest. Bottom left – A man and woman laughing atop a hill at sunrise. Bottom right – A man and woman holding a baby, smiling.

Click + after each question to get our insights


Do you have a plan to resolve financial disagreements?

What are you both saving and investing for?

Planning a family? Are you prepared financially for parenthood?

What does retirement mean to you?

How do you hope to be remembered?

Choose your advisor in a more personalized way

All our advisors are committed to putting your needs and priorities first. Find some who match your personal preferences too.


Try Advisor Match

Want us to contact you?

1Estimated cost for 2020, adjusted for inflation, “The Cost of Raising a Child,” updated February 2020;


You need to answer some questions first

Then we can provide you with relevant answers.

Get started