Take the financial compatibility quiz - FOX 10 News | fox10phoenix.com

Take the financial compatibility quiz


We've heard it over and over again -- money problems.  One of the leading causes of divorce.

But what if before the walk down the aisle, a simple quiz could improve your chances of financial compatibility?

"Our intention is to help couples sometimes even before they say I do, to take that quiz and see which areas they don't see eye to eye and then we can help them through these areas and help them become a little bit more compatible," said Trilogy financial consultant Claudia Sawaf.

Meet Ryan and Joanie Simon.  They've been married for five years.  And like most couples, money has been a hot topic.  Perhaps this quiz was right on time.

"It would've been helpful to have some of this information -- something to talk about and being on the same page about as opposed to having those discussions that maybe didn't need to happen if we had been communicating together properly with each other," said Joanie.

So how does it work?

"We have a scoring system so the first 3 areas... as long as there are just some areas they're not compatible and we can talk about it and promote the dialogue, couples can usually work through that," explained Sawaf.

"If they're on the complete opposite spectrum, I think it might help them in the decision of whether they still want to get married.... but for the most part, I think we can help them work through their issues that they don't quite see eye to eye on."

"I think I was surprised by how much you emphasize entertainment in your decisions on budgeting and how much you enjoy that, spending money on that. Maybe that's something I haven't been sensitive enough about," said Ryan.

"He's so good!" said Joanie. 

"And that's why you need to take this test periodically!" said Ryan.

Some of the multiple choice questions focus on saving, debt, priorities and budgeting.

"It was interesting taking the test was seeing some different areas that we differ that I wasn't aware of -- different priorities that we have in terms of spending," said Joanie.

"Ryan has a lot of priorities in technology and having new technology and I sort of wonder, why do you have to buy a new computer when you have a perfectly good one? Whereas I really value entertainment and going out, going out to eat -- those aren't things for him as a homebody that are as important."

"So really what it does it's just gonna promote understanding of how each of them perceive money and how to spend money, how they approach debt, major purchases, and it just leads to a much more harmonious life," said Sawaf.

One of the ideas that Claudia suggests for couples is to have a financial "date" every two weeks to sit down and sync up on the financial front.

Online: trilogyfs.com/financial-planning/financial-compatibility.aspx

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