Tool | Money in relationships: Get on the same page about your finances

Money affects almost every part of a relationship: The decisions you make today, the future you’re building and how secure, independent or supported you both feel.

But many couples avoid talking about it until there’s a problem.

The Wealthbit Money in Relationships tool helps you understand how you each think about money, see where you’re aligned and start calmer, more useful conversations about your finances.

It helps you explore:

• Where you and your partner are aligned and where you may need to talk more
• Your individual money styles and how they interact
• How your upbringing and experiences shape the way you each manage money
• What financial security, freedom and “enough” mean to each of you
• A shared snapshot of your income, spending, savings, debt and financial commitments
• How much each of you contributes to shared expenses and goals
• Where there may be gaps, imbalances or unexpected pressure in your current setup
• How to create and track a shared budget around the priorities and goals that matter to both of you

A lot of money tension starts with assumptions that have never been said out loud. This free tool helps you bring those assumptions into the open and gives you a practical way to decide what comes next.

This tool forms part of Wealthbit’s Financial Freedom Programme®.

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Other helpful tools: 

How in sync are you and your partner about money? Find out with this practical tool

Why your next date night should be a ‘money date’

What’s your money style as a couple? Find out with this insightful tool

What does money mean to you? A practical tool to help you and your partner figure it out

Shared financial snapshot tool: Get an overview of your finances as a couple