How to Play

Answer these questions separately (no peeking!), then compare your answers. You'll discover how well you know each other's money personality—and might be surprised by what you learn! Choose A, B, or C for each scenario:

1. You just got a $1,000 bonus at work! What's your first instinct?
A) Put it straight into savings - you never know what might happen
B) Split it half and half: some fun money, some savings
C) Book that vacation you've been dreaming about!
Your answer: ___   Your partner's answer: ___

2. You're at HomeSense and see the perfect throw pillows that would look amazing in your living room, but they're $80...
A) Walk away - you came for toothpaste, not pillows
B) Text your partner a photo and ask what they think
C) They're perfect! Into the cart they go
Your answer: ___   Your partner's answer: ___

3. You find the perfect couch online but it's twice what you planned to spend...
A) Keep looking - there are plenty of other couches out there
B) Sleep on it for a week, then decide
C) If it's perfect, it's worth it - you'll use it every day!
Your answer: ___   Your partner's answer: ___

4. You're splitting the dinner bill with friends and someone suggests using Venmo to split it perfectly...
A) Yes! Let's make sure everyone pays exactly their share
B) Sure, or we could just split it evenly - whatever's easier
C) I'll just grab this one - you can get the next one!
Your answer: ___   Your partner's answer: ___

5. You inherited $2,000 from your great aunt. Your partner suggests:
A) Emergency fund - Aunt Martha would want us to be responsible
B) Half emergency fund, half something fun she would have loved

C) Weekend getaway to that place she always talked about visiting
Your answer: ___   Your partner's answer: ___

6. Your phone breaks and needs replacing...
A) Time to research the best value option that'll last for years
B) You need something reliable but don't need all the bells and whistles
C) Might as well upgrade to the newest model while you're at it
Your answer: ___ Your partner's answer: ___

How'd You Do? 
Count Your Matches:
How many questions did you answer the same way? ___/6

Your Money Compatibility Score:
 

5-6 Matches: Money Soulmates!
You're incredibly aligned on money decisions. Your Togetherwise process will focus on documenting your shared approach and building systems to keep you on the same page as life gets more complex.

3-4 Matches: Pretty Harmonious
You share core instincts with some interesting differences. Perfect for exploring how your different approaches can actually complement each other!

1-2 Matches: Opposites Attract
You have different money personalities—which can be a great thing! You'll balance each other out once you understand how to work with your differences instead of against them.

0 Matches: Plot Twist!
Surprise! You approach money very differently. This isn't bad news—it's important news. Understanding these differences now will save you from surprises later.

The Fun Part: What This Reveals

If you're mostly A's: The Planner
You value security and prefer to think things through. You're the voice of reason in spontaneous moments.

If you're mostly B's: The Balancer

You like security but also want to enjoy life now. You're naturally good at finding middle ground.

If you're mostly C's: The Adventurer
You trust that things will work out and prefer to live fully in the moment. You bring joy and spontaneity to decisions.

The magic happens when different types understand and appreciate each other!
 

Now What?
Had fun but discovered some surprises?
That's exactly why couples love the Togetherwise process! We help you understand what these differences mean and how to make them work FOR your relationship instead of against it.

Mostly matched but want to go deeper?
Even highly compatible couples benefit from getting specific about their shared vision and creating systems to maintain their alignment.

Ready for the real conversations?
Contact us for your free initial consultation: