Financial management: Understand your opinions about savings, debt, handling money, and making financial decisions

Many couples report finances as the biggest single problem in their relationship and others may report finances as a Growth Area. In either case, if neglected financial stress can increase and become a burden on the relationship. It is crucial to talk about this area and begin to put in place a budget, savings plan, and financial goals.

Taking these steps now will help reduce later stress and conflict.
Financial Management explores spending habits and agreement with one another areas such as managing money, savings and debt. Understanding your opinions about savings, debt, handling money, and making financial decisions in important and can alleviate undue pressure on your relationship.

Work through the following questions with your partner.

Do you both feel positive about:

  • Making financial decisions together?
  • Spending priorities?

Discuss the following:

  • Do you have a savings plan?
  • How much credit and credit card accounts are you willing to take on?
  • Who manages the money?
  • Do you have separate accounts?
  • What level of debt are willing to accept?

It is important that you discuss and resolve these issues so that this area can become a strength.

First, review any items you agree on. These are a source of strength for you as a couple.

Second, review and talk about items you disagree on and identify and define the issues, and understand one another’s feelings and opinions.

Finally, work towards a plan to resolve your differences.

Take the Couple Checkup

Simply click on the Get Started button below relevant to your relationship – it couldn’t be easier. Once you have finished the questions you should receive your comprehensive personalised report in about 30 seconds.

Take the Couple Checkup 

Take the Couple Checkup

The Couple Checkup generates deep and productive conversations that couples would not otherwise have about their relationship. These conversations restore insight and understanding about one another. The Couple Checkup can help to revive a relationship and increase intimacy. 

The Couple Checkup is an online couple assessment based on the PREPARE/ENRICH couple inventories. The Checkup assessment and Checkup report are designed to go directly to couples at any stage of their relationship (dating, engaged or married). The online system allows for dynamic customization of the assessment to each couple based on how the couple answers background questions. The goal is for the Couple Checkup to reach a more diverse group of couples, to empower couples to deal with issues on their own and to emphasize prevention over remediation.

For more information on the use and analysis of the Couple Checkup or to simply use the tool, please contact: or call today (02) 9520 4049 #couplecheckup #relationship

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