Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, February 25, 2014

Finding a Financial Match


How do you know if that person you’re dating is a financial match?  Here are eight steps to find someone financially compatible:

  1. Understand your own money habits first.
  2. Observe their money patterns.
  3. Start including money in conservation.
  4. Ask direct questions but have an open mind.
  5. Find out the reason behind a particular money habit.
  6. If things get serious, make sure you cover spending, saving, and budgeting in general as well as their financial past, future, and philosophy.
  7. Beware of unacceptable behaviors, such as lying or financial bullying.
  8. Have fun finding out more about your partner.

See Laura Shin, Want to Know If Your Partner Is a Financial Match? Take These 8 Steps, Forbes, Feb. 20, 2014.



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