Enriched Couples
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Enriched Couples

To Personalize Your Joint Financial Goals, Start With These Questions

For organizing your own thoughts on your finances, there are three ways you’ll benefit from these questions.

Screenshot by Annette Miller of CFPB Financial Well-Being Questionnaire.

Before setting financial goals with your romantic partner, take a beat for a quick quiz that will bring clarity to the conversation.

This free CFPB tool gives you a pulse on your own financial wellness. (The




Communication isn’t just what you say — it’s also how you say it. Unify your financial goals while buiding healthy relationship habits that last.

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Annette Miller

Annette Miller

Outgoing introvert, social change advocate, behavioral psych pro/therapist, finance writer, ex-fintech founder, gardener. Salesforce, analytics stan. She/her

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