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Worksheets

Financial Coach Dan - Relationships and Money

Total questions: 24

Worksheet time: 12mins

Name
Class
Date
1.

Which of the following can be a challenge when managing money on your own as a young single adult?

a)

Impulse buying due to lack of an accountability partner

b)

Not keeping a written budget

c)

Time poverty and fatigue

d)

All of the above

2.

Since men and women are different, who is supposed to do the financial decision making in a marriage?

a)

The wife

b)

Both Spouses

c)

The husband

d)

They should each manage their own money

3.

The state of being free from danger or threat

a)

Security

b)

Isolation

c)

Avoidance

d)

Shelter in place

4.

The number-one cause of divorce in America is

a)

The In-laws

b)

Religious differences

c)

Money

d)

None of the above

5.

The goal in communicating with your parents about money is to become responsible and independent with the money you have

a)

True

b)

False

6.

Cooperative and coordinated effort on the part of a group of persons acting together in the interest of a common goal

a)

Determination

b)

Teamwork

c)

Isolation

7.

A person who is picky about budgeting and details

a)

Nerd

b)

Free-Spirit

8.

For women, the _______________ is the most important key to financial security

a)

Job Promotion

b)

Shoe Budget

c)

Emergency Fund

d)

Envelope System

9.

A person’s priorities, beliefs and standards that affect how he or she views the world

a)

Personality

b)

Money quotient

c)

Value system

d)

Envelope system

10.

In a marriage, you are financially accountable to each other

a)

True

b)

False

11.

The result of achievement toward which effort is directed

a)

Competition

b)

Goal

12.

The flow of money in a family represents the ___________ under which that family operates

a)

Security

b)

Income level

c)

Sophistication

d)

Value system

13.

When married couples do not share goals and values in how they manage money, which of the following can occur?

a)

Stress

b)

Conflict

c)

Divorce

d)

All of the above

14.

When communicating with your parents about money, you should

a)

Communicate your wants, needs, and money goals

b)

Be honest

c)

Be a good listener

d)

All of the above

15.

Communication, teamwork and consistency are all important elements in handling family finances

a)

True

b)

False

16.

A person who thinks that everything will work out fine and typically hates to deal with the details

a)

Nerd

b)

Free-Spirit

17.

Which of the following statements regarding marriage and money is false?

a)

When you agree on your spending, that means that you also agree on your value system

b)

It is okay to hide purchases from your spouse as long as you have the cash to pay for it.

c)

In a marriage, you are financially accountable to one another

d)

Managing finances in a marriage takes teamwork.

18.

A great way for a young person to avoid making money mistakes is to

a)

Let a parent manage their finances

b)

Realize that mistakes are unavoidable

c)

Seek advice from a trusted adult

d)

It is unlikely that a young person will make money mistakes

19.

When it comes to money, men and women relate to it _____________

a)

The same way

b)

Completely differently

c)

Somewhat similarly, but women are more factual

d)

Somewhat similarly, but men are more emotional

20.

Money _____________ issues/s that spouses fight about

a)

is not typically an

b)

Is one of the biggest

c)

Can be occasionally an

d)

Doesn't come up as an

21.

Problems can be turned into opportunities, it's just how you look at them

a)

True

b)

False

22.

When it comes to money there are two types of people: Nerd and Free Spirit.

a)

True

b)

False

23.

Communication is ________ in any relationship where you talk about money

a)

Key

b)

Not important

c)

Unnecessary

d)

OK to have

24.

When you're single, it's important to have an ________

a)

Extra emergency fund

b)

Accountability partner

c)

Extra $200 for fun things

d)

Partner in crime