Trilogy Financial, a privately-held financial planning firm with more than $2 billion in client assets, utilizes a combination of our latest technology and broad perspective to help you advance your tomorrows.

The Financial Compatibility Quiz

January 12, 2017

The number one cause of divorce – money! Save your relationship and take our quiz!

As you may well know, the number one thing couples fight about is money – not house chores, running errands, or taking out the trash; but rather those crisp dollar bills. Money disputes and disagreements naturally create conflict. To ensure you have a harmonious relationship without money battles, being on the same page financially is critical. The Financial Compatibility Quiz will help assess your financial compatibility and identify what steps you should take to get on the path to financial freedom.

Do you know how much your partner earns or vice versa? If the answer is ‘no’ you’re not alone. In a recent Readers Digest survey of one thousand married couples, 48 percent of wives and 49 percent of husbands said they kept how much they paid for something from their spouses. It is quite common for couples to not discuss their finances together. Often, one person will relinquish the chore of managing the finances and simply state “that’s not my department”. The point here is this: many couples don’t communicate openly and honestly when it comes to money. To say this does not bode well for the relationship is putting it very, very mildly.

So why do people avoid talking about money? There are many reasons but the big ones that stick out are: it’s not sexy and it often leads to an argument. Fear and anxiety about making poor decisions, and knowing you’re making a poor decision, can lead to an uncomfortable discussion with your spouse. Fear often causes many couples to hide their finances from their loved one. Think about the best sports teams: part of what makes them so great is that they know how to work together. They talk about their next play. They communicate.

The Financial Compatibility Quiz was created to help couples answer questions that will allow them to identify where they may encounter problems today or down the road. The quiz offers financial planning for couples and financial advice for couples. The questions are divided into four areas: lifestyle/values, risk, trust, and planning. It’s the launching pad for couples to start a serious dialog about money. 


user profile

Written by: Jeff Motske, CFP®

Jeff Motske is a published author, an accomplished executive, radio personality. He is recognized among the top 1% of financial advisors in America. Jeff is one-of-a-kind in the financial services world
because he knows and lives what so few people really understand: financial success isn’t a destination, it’s a choice and a commitment, one decision at a time.

For more than 25 years, Jeff has worked with clients to help them to achieve financial independence, and to work through money issues.

Connect with me on social media!

Blog Archive

Follow Us on the Web



All information herein has been prepared solely for informational purposes and is not an offer to buy, sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Advisory services provided by TrilogyCapital, Inc, a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company's behalf services are being provided. 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 affect 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. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice.NPC Privacy Policy.