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Couples: Making Money Decisions Jointly

Provided by the International Finance Corporation

Below are some common personal goals.  Please indicate their importance to you by choosing high, medium or low.  Add other goals, which are important to you but are not listed.  Once you finish, have your partner take this test also.  You may want to print this page twice and take the quiz separately so that their answers are not influenced by yours.

  1. Maintain present standard of living
    High
    Medium
    Low
  2. Improve present standard of living
    High
    Medium
    Low
  3. Have children
    High
    Medium
    Low
  4. Private school education for children
    High
    Medium
    Low
  5. College education for children
    High
    Medium
    Low
  6. Financially support adult children
    High
    Medium
    Low
  7. Passing wealth to heirs
    High
    Medium
    Low
  8. Financially support parents or parents-in-law
    High
    Medium
    Low
  9. Financial independence at age sixty-five
    High
    Medium
    Low
  10. Financial independence before age sixty-five, at age ___
    High
    Medium
    Low
  11. Get out of debt
    High
    Medium
    Low
  12. New car
    HIgh
    Medium
    Low
  13. Rent a better home
    High
    Medium
    Low
  14. Buy a house
    High
    Medium
    Low
  15. Vacation house
    High
    Medium
    Low
  16. Travel internationally
    High
    Medium
    Low
  17. Other goals (please list)
    High
    Medium
    Low
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