Financial Compatibility Quiz

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Trilogy's New Financial Compatibility Quiz Helps Couples Avoid "War of Wallets"


Financial incompatibility is one of the leading causes of divorce in the United States. According to a study conducted by North Carolina University, 39% of couples said money was the primary cause of most arguments while 54% cited it as a secondary cause. Now, couples can test their financial compatibility and reduce future "cash clashes" with a new 23-question quiz developed by financial specialist Jeff Motske, founder and CEO of Trilogy Financial. According to Motske, taking the test will help both parties learn how each feels about a wide range of financial issues from credit card debt and saving for a new home to making purchases and retirement planning.

Trilogy Financial Services - Corporate Office in Huntington Beach

"One of the most overlooked yet important aspects of a relationship is how the two of you perceive and deal with money,” said Motske, whose company recently hit the $2 billion in client-invested assets milestone. "I and other financial planners know all too well how conflict in this area can unravel an otherwise healthy relationship. We hope that the quiz helps couples determine whether they see eye to eye on the most important issues and come to terms on others."

Since 1999, Trilogy Financial has helped clients achieve their retirement goals by offering financial, estate and tax planning specialty under one roof. Even if clients retain outside legal and CPA counsel, Trilogy still invites its team of specialists to review their work to ensure that clients’ best interests are being maintained. With more than $2 billion in assets, the Huntington Beach headquartered company maintains 11 offices in 4 states with 200 top-tier employees (not independent contractors) dedicated to helping clients achieve financial independence. For more information visit www.trilogyfs.com.

Securities and advisory services offered through National Planning Corporation. (NPC) Member FINRA, SIPC, a Registered Investment Adviser. Trilogy Financial and NPC are separate and unrelated entities.

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc., and NPC are separate and unrelated entities.   NPC Privacy Policy