| Relationship Status* |
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| Are you a same sex couple?* |
Yes
No
Prefer to not answer
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| Length of relationship* (years/months) |
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| Sex* |
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| Your Age* |
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| Your Partner's Age* |
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| Total Household Income* |
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| Highest Household Education* |
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| Number of Children* |
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| How would you rate YOUR knowledge of personal finance topics like: goal setting, budgeting, debt management, credit and investing?* |
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| How would you rate YOUR PARTNER'S knowledge of personal finance topics like: goal setting, budgeting, debt management, credit and investing?* |
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| How long did you and your partner work together on your current financial plan?* |
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| How many times per month do you and your partner talk about money?* |
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| Who manages the money in your relationship?* |
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| How often do you and your partner disagree about money?* |
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| On a scale of 1-5 (1 = love it, 5 = hate it) how happy are you with how your money is currently being managed?* |
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| If you could change one thing about how your finances are managed, what would it be? |
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| Do you currently or have you in the past hidden financial problems from your partner? If so, what was it and when/how did/will you tell them? |
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| What is your main motivation for saving? |
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| What system do you use to manage your money? (Ex: all joint accounts, all separate accounts, allowances, etc.) |
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| Which are the top 5 emotions/words you associate with money? |
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| What is the biggest financial mistake you ever made alone? |
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| What is the biggest financial mistake you made with your partner? |
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| What is the hardest thing for you to do with money? |
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| If you would be willing to participate (alone or with your partner) in a face-to-face or phone interview on this topic please enter your e-mail address: |
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| Would you like to receive a copy of the results of this survey via e-mail? If yes, enter e-mail address. If no, leave blank. |
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| Are you interested in receiving more information about Personal Finance 101 and the services we offer? If yes, enter e-mail address. If no, leave blank. (Your contact information will never be sold/distributed to an outside party) |
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