Couples & Money Workshop: Financial Assessment - The Marriage Group

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Couples & Money: Building Better Conversations Workshop

First Step: Financial Assessment for Him and for Her

NOTE: Please be sure to fill this out by Feb. 27, 2026. If you need assistance, please reach out to us at hello@themarriagegroup.com.

Step 1 of 8

12%

His Information

His Name(Required)

His First Name His Last Name

His Email(Required)

His Birthdate(Required)

MM slash DD slash YYYY

His Budgeting & Saving Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have a clear monthly budget that I stick to.(Required)

1

2

3

4

5

I regularly contribute to savings or investment accounts.(Required)

1

2

3

4

5

I track my spending and adjust my budget as needed.(Required)

1

2

3

4

5

I feel financially secure when I stick to my budget.(Required)

1

2

3

4

5

I feel overwhelmed or anxious when thinking about my finances or sticking to my budget.(Required)

1

2

3

4

5

His Emergency Fund Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have at least 3–6 months of living expenses saved for emergencies.(Required)

1

2

3

4

5

I know what qualifies as a true financial emergency and use my fund accordingly.(Required)

1

2

3

4

5

I replenish my emergency fund after using it.(Required)

1

2

3

4

5

I feel calm and prepared when I think about my emergency fund.(Required)

1

2

3

4

5

I often worry about unexpected financial emergencies.(Required)

1

2

3

4

5

His Lifestyle Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I avoid increasing my spending every time my income increases.(Required)

1

2

3

4

5

I prioritize saving and investing before upgrading my lifestyle.(Required)

1

2

3

4

5

I regularly review discretionary expenses.(Required)

1

2

3

4

5

I find it difficult to resist lifestyle upgrades as income increases.(Required)

1

2

3

4

5

I feel conflicted between saving and enjoying my lifestyle.(Required)

1

2

3

4

5

His Debt Management Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I understand the difference between good and bad debt.(Required)

1

2

3

4

5

I have a strategy for paying off debts.(Required)

1

2

3

4

5

I review my credit report regularly.(Required)

1

2

3

4

5

I feel motivated to improve my debt situation.(Required)

1

2

3

4

5

I feel anxious or overwhelmed when thinking about my debt.(Required)

1

2

3

4

5

I have open conversations with my partner about debt.(Required)

1

2

3

4

5

His Investing Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I am comfortable with different investment options.(Required)

1

2

3

4

5

I understand risk tolerance and diversification.(Required)

1

2

3

4

5

I have a long-term investment plan.(Required)

1

2

3

4

5

I feel confident making investment decisions.(Required)

1

2

3

4

5

I feel uncertain or stressed about investing.(Required)

1

2

3

4

5

His Retirement Planning Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I know how much I need to save for retirement.(Required)

1

2

3

4

5

I am familiar with retirement account options.(Required)

1

2

3

4

5

I regularly review my retirement strategy.(Required)

1

2

3

4

5

I feel positive about saving for retirement.(Required)

1

2

3

4

5

I feel anxious about my retirement progress.(Required)

1

2

3

4

5

His Taxes Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I understand my tax obligations and deadlines.(Required)

1

2

3

4

5

I take advantage of tax deductions and credits.(Required)

1

2

3

4

5

I understand tax-advantaged accounts.(Required)

1

2

3

4

5

I feel confident filing my taxes.(Required)

1

2

3

4

5

I feel stressed about taxes.(Required)

1

2

3

4

5

His Insurance Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have adequate insurance coverage.(Required)

1

2

3

4

5

I understand different insurance policies.(Required)

1

2

3

4

5

I review my insurance annually.(Required)

1

2

3

4

5

I feel secure about my coverage.(Required)

1

2

3

4

5

I feel overwhelmed by insurance decisions.(Required)

1

2

3

4

5

His Estate Planning Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have a will or trust in place.(Required)

1

2

3

4

5

I understand estate tax implications.(Required)

1

2

3

4

5

I have designated beneficiaries.(Required)

1

2

3

4

5

I feel at peace with my estate plan.(Required)

1

2

3

4

5

I feel uncomfortable thinking about estate planning.(Required)

1

2

3

4

5

His Financial Goals Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have clear financial goals.(Required)

1

2

3

4

5

I track progress toward goals.(Required)

1

2

3

4

5

I adjust goals as life changes.(Required)

1

2

3

4

5

I feel motivated by my goals.(Required)

1

2

3

4

5

I feel overwhelmed by my goals.(Required)

1

2

3

4

5

His Credit & Borrowing Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I know how to maintain a good credit score.(Required)

1

2

3

4

5

I compare rates before borrowing.(Required)

1

2

3

4

5

I understand borrowing’s impact.(Required)

1

2

3

4

5

I feel confident managing credit.(Required)

1

2

3

4

5

I feel anxious about credit decisions.(Required)

1

2

3

4

5

His Real Estate & Housing Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I understand costs beyond a mortgage.(Required)

1

2

3

4

5

I compare renting vs. buying.(Required)

1

2

3

4

5

My housing costs align with my budget.(Required)

1

2

3

4

5

I feel optimistic about housing decisions.(Required)

1

2

3

4

5

I feel anxious about housing decisions.(Required)

1

2

3

4

5

His Financial Decision-Making Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I involve my partner in major decisions.(Required)

1

2

3

4

5

I seek professional advice when needed.(Required)

1

2

3

4

5

I feel confident in my financial decisions.(Required)

1

2

3

4

5

I feel aligned with my partner financially.(Required)

1

2

3

4

5

I feel stressed making decisions together.(Required)

1

2

3

4

5

Financial decisions affect me emotionally.(Required)

1

2

3

4

5

His Financial Stress & Emotional Impact Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I can separate finances from emotions.(Required)

1

2

3

4

5

My finances feel under control.(Required)

1

2

3

4

5

I have coping strategies for financial stress.(Required)

1

2

3

4

5

I often feel stressed about money.(Required)

1

2

3

4

5

Money affects my mood or relationships.(Required)

1

2

3

4

5

I am comfortable talking about money.(Required)

1

2

3

4

5

Her Information

Her Name(Required)

Her First Name Her Last Name

Her Email(Required)

Her Birthdate(Required)

MM slash DD slash YYYY

Her Budgeting & Saving Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have a clear monthly budget that I stick to.(Required)

1

2

3

4

5

I regularly contribute to savings or investment accounts.(Required)

1

2

3

4

5

I track my spending and adjust my budget as needed.(Required)

1

2

3

4

5

I feel financially secure when I stick to my budget.(Required)

1

2

3

4

5

I feel overwhelmed or anxious when thinking about my finances or sticking to my budget.(Required)

1

2

3

4

5

Her Emergency Fund Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have at least 3–6 months of living expenses saved for emergencies.(Required)

1

2

3

4

5

I know what qualifies as a true financial emergency and use my fund accordingly.(Required)

1

2

3

4

5

I replenish my emergency fund after using it.(Required)

1

2

3

4

5

I feel calm and prepared when I think about my emergency fund.(Required)

1

2

3

4

5

I often worry about unexpected financial emergencies.(Required)

1

2

3

4

5

Her Lifestyle Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I avoid increasing my spending every time my income increases.(Required)

1

2

3

4

5

I prioritize saving and investing before upgrading my lifestyle.(Required)

1

2

3

4

5

I regularly review discretionary expenses.(Required)

1

2

3

4

5

I find it difficult to resist lifestyle upgrades as income increases.(Required)

1

2

3

4

5

I feel conflicted between saving and enjoying my lifestyle.(Required)

1

2

3

4

5

Her Debt Management Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I understand the difference between good and bad debt.(Required)

1

2

3

4

5

I have a strategy for paying off debts.(Required)

1

2

3

4

5

I review my credit report regularly.(Required)

1

2

3

4

5

I feel motivated to improve my debt situation.(Required)

1

2

3

4

5

I feel anxious or overwhelmed when thinking about my debt.(Required)

1

2

3

4

5

I have open conversations with my partner about debt.(Required)

1

2

3

4

5

Her Investing Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I am comfortable with different investment options.(Required)

1

2

3

4

5

I understand risk tolerance and diversification.(Required)

1

2

3

4

5

I have a long-term investment plan.(Required)

1

2

3

4

5

I feel confident making investment decisions.(Required)

1

2

3

4

5

I feel uncertain or stressed about investing.(Required)

1

2

3

4

5

Her Retirement Planning Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I know how much I need to save for retirement.(Required)

1

2

3

4

5

I am familiar with retirement account options.(Required)

1

2

3

4

5

I regularly review my retirement strategy.(Required)

1

2

3

4

5

I feel anxious about my retirement progress.(Required)

1

2

3

4

5

I feel positive about saving for retirement.(Required)

1

2

3

4

5

Her Taxes Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I understand my tax obligations and deadlines.(Required)

1

2

3

4

5

I take advantage of tax deductions and credits.(Required)

1

2

3

4

5

I understand tax-advantaged accounts.(Required)

1

2

3

4

5

I feel confident filing my taxes.(Required)

1

2

3

4

5

I feel stressed about taxes.(Required)

1

2

3

4

5

Her Insurance Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have adequate insurance coverage.(Required)

1

2

3

4

5

I understand different insurance policies.(Required)

1

2

3

4

5

I review my insurance annually.(Required)

1

2

3

4

5

I feel overwhelmed by insurance decisions.(Required)

1

2

3

4

5

I feel secure about my coverage.(Required)

1

2

3

4

5

Her Estate Planning Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have a will or trust in place.(Required)

1

2

3

4

5

I understand estate tax implications.(Required)

1

2

3

4

5

I have designated beneficiaries.(Required)

1

2

3

4

5

I feel at peace with my estate plan.(Required)

1

2

3

4

5

I feel uncomfortable thinking about estate planning.(Required)

1

2

3

4

5

Her Financial Goals Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I have clear financial goals.(Required)

1

2

3

4

5

I track progress toward goals.(Required)

1

2

3

4

5

I adjust goals as life changes.(Required)

1

2

3

4

5

I feel overwhelmed by my goals.(Required)

1

2

3

4

5

I feel motivated by my goals.(Required)

1

2

3

4

5

Her Credit & Borrowing Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I know how to maintain a good credit score.(Required)

1

2

3

4

5

I compare rates before borrowing.(Required)

1

2

3

4

5

I understand borrowing’s impact.(Required)

1

2

3

4

5

I feel confident managing credit.(Required)

1

2

3

4

5

I feel anxious about credit decisions.(Required)

1

2

3

4

5

Her Real Estate & Housing Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I understand costs beyond a mortgage.(Required)

1

2

3

4

5

I compare renting vs. buying.(Required)

1

2

3

4

5

My housing costs align with my budget.(Required)

1

2

3

4

5

I feel optimistic about housing decisions.(Required)

1

2

3

4

5

I feel anxious about housing decisions.(Required)

1

2

3

4

5

Her Financial Decision-Making Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I involve my partner in major decisions.(Required)

1

2

3

4

5

I seek professional advice when needed.(Required)

1

2

3

4

5

I feel confident in my financial decisions.(Required)

1

2

3

4

5

I feel aligned with my partner financially.(Required)

1

2

3

4

5

I feel stressed making decisions together.(Required)

1

2

3

4

5

Financial decisions affect me emotionally.(Required)

1

2

3

4

5

Her Financial Stress & Emotional Impact Assessment

1 = Strongly Disagree/Not True for Me at all • 2 = Mostly Disagree • 3 = Neutral or Inconsistent • 4 = Mostly Agree • 5 = Strongly Agree/Consistently True for Me

I can separate finances from emotions.(Required)

1

2

3

4

5

My finances feel under control.(Required)

1

2

3

4

5

I have coping strategies for financial stress.(Required)

1

2

3

4

5

I often feel stressed about money.(Required)

1

2

3

4

5

Money affects my mood or relationships.(Required)

1

2

3

4

5

I am comfortable talking about money.(Required)

1

2

3

4

5

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