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Use these conversation starters to learn about your partner’s relationship with their finances. LET’S TALK MONEY, HONEY! What would you do if you were given $100,000? Do you have financial expectations for your partner? If so, what are they? What role does money play in your life today? What was your family’s financial savings plan? Did you agree or disagree? Do you have any outstanding debts? If so, how are you working to pay them down? How do you plan to grow your assets in the future? Do you follow a strict monthly budget? What do you prioritize? What’s the worst financial mistake you’ve made? What did you learn? AT THE BEGINNING OF A RELATIONSHIP WHEN YOU’VE BEEN DATING A YEAR

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Page 1: LET’S TALK MONEY, HONEY!...LET’S TALK MONEY, HONEY! What would you do if you were given $100,000? Do you have financial expectations for your partner? If so, what are they? What

Use these conversation starters to learn about your partner’s relationship with their finances.

LET’S TALK MONEY, HONEY!

What would you do if you were given $100,000?

Do you have financial expectations for your partner?

If so, what are they?

What role does money play in your life today?

What was your family’s financial savings plan?

Did you agree or disagree?

Do you have any outstanding debts? If so, how are you

working to pay them down?

How do you plan to grow your assets in the future?

Do you follow a strict monthly budget? What do you prioritize?

What’s the worst financial mistake you’ve made?

What did you learn?

AT THE BEGINNING OF A RELATIONSHIP

WHEN YOU’VE BEEN DATING A YEAR

Page 2: LET’S TALK MONEY, HONEY!...LET’S TALK MONEY, HONEY! What would you do if you were given $100,000? Do you have financial expectations for your partner? If so, what are they? What

When do you think it’s appropriate to combine

finances in a relationship?

In a relationship, should the partner who makes

more contribute more?

Is there anything about my attitude towards finances that bothers you? If so, what?

How much do you think is reasonable to spend on

an engagement ring?

If we become parents, should we both work full-time jobs?

What financial actions do we need to take to set our

family up for success?

Do you have financial obligations to family members,

or foresee any in the future?

How much do you save each month and what is your

current net worth?

WHEN YOU’RE THINKING OF MOVING IN

WHEN ENGAGEMENT IS ON THE HORIZON

Page 3: LET’S TALK MONEY, HONEY!...LET’S TALK MONEY, HONEY! What would you do if you were given $100,000? Do you have financial expectations for your partner? If so, what are they? What

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