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FINANCIAL COMPATIBILITY TEST
FINANCIAL COMPATIBILITY TEST
By
juwonodutayo
July 6, 2024
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For each statement, choose the response that best describes how you feel or behave using the following scale:
1 = Strongly Disagree
2 = Disagree
3 = Neutral
4 = Agree
5 = Strongly Agree
1. We have similar long-term financial goals.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
2. We prioritize saving for the future over spending on current desires.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
3. We agree on how much to save for emergencies
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
4. We discuss our financial goals regularly.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
5. We have a clear plan for retirement savings.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
6. We have similar attitudes towards spending money on non-essential items.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
7. We agree on a budget for discretionary spending.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
8. We feel comfortable discussing large purchases before making them.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
9. We rarely argue about spending habits.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
10. We are on the same page about how much to spend on gifts and celebrations.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
11. We have a similar approach to taking on debt.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
12. We agree on how to manage and pay off any existing debt.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
13. We regularly discuss our credit scores and reports
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
14. We are transparent with each other about any debt we have.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
15. We have a plan to avoid unnecessary debt.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
16. We agree on how to handle differences in our incomes
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
17. We contribute fairly to shared expenses.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
18. We have a clear understanding of who pays for what.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
19. We are both satisfied with our financial contributions to the household.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
20. We feel comfortable discussing any changes in our financial contributions.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
21. We openly share our financial information with each other.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
22. We discuss our finances without feeling stressed or anxious.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
23. We regularly review our financial status together.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
24. We trust each other with our financial decisions.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
25. We feel confident in our ability to handle financial challenges together.
*
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
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