What is Financial Intimacy?

It's the relationship a couple have when their financial life is an open book for each of them.

Test Your Financial Intimacy

1. I can discuss money with my husband or fiancee without arguing. Yes No
2. I know the balance on my husband's credit card(s). Yes No
3. I know and understand our financial assets and liabilities. Yes No
4. I understand my husband's record keeping. Yes No
5. My husband and I discuss all investment decisions. Yes No
6. I know my husband's accountant, lawyer and financial adviser. Yes No
7. I understand my husband's will and our estate plan. Yes No
8. I don't sign anything I don't understand. Yes No
9. I have durable power of attorney for health care and financial decisions. Yes No
10. We have a revocable living trust and it is fully funded. Yes No
In just one minute, you'll know your financial intimacy score!
copyright 2007 Helga Hayse