How financially compatible
are you?

Take our nine-question quiz to find out how you and your partner stack up against each other—and others like you. You'll get tips on what to do next, and our Couples Conversation Starter Guide.

About you

TELL US A LITTLE ABOUT YOURSELF. (WE'LL KEEP YOUR INFO PRIVATE.).

Gender

  • Female
  • Male

Age

  • Under 35
  • 35-46
  • 47-57
  • 58+

*For the nine questions answered within this quiz your responses will be compared to other same-gender quiz respondents in your age group
QUESTION 1 OF 9
In case of an emergency, do you know where your financial and legal documents are?
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QUESTION 2 OF 9
How confident are you in taking full responsibility for your partner's and your retirement savings strategy?
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QUESTION 3 OF 9
Everyone pictures retirement differently. What does yours look like?
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QUESTION 4 OF 9
Your favorite store is having a blowout sale. What will you do?
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QUESTION 5 OF 9
You just got a large tax refund. What are you most likely to do with it?
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QUESTION 6 OF 9
You inherited $10,000. What's your first instinct?
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QUESTION 7 OF 9
You've decided to refinance the mortgage on your house. Who will take the lead?
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QUESTION 8 OF 9
Who manages your day-to-day household finances (paying bills, deposits, budgets, etc...)?
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QUESTION 9 OF 9
When it comes to investing for your retirement, who's primarily in charge?
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Your couple's profile

You're done!

YOU AND YOUR PARTNER ARE:





YOUR SIDE-BY-SIDE COMPARISON

PARTNER 1

PARTNER 2

QUESTION 1
In case of an emergency, do you know where your financial and legal documents are?
I do. I do all the filing in the house.0% My partner does. I have no idea.0% Of course. We both know where they are.0% We don't really keep good files.0%
QUESTION 2
How confident are you taking full responsibility for you and your partner's retirement savings strategy?
Completely confident.0% Somewhat confident.0% Not very confident.0% Not confident at all.0%
QUESTION 3
Everyone pictures retirement differently. What does yours look like?
I expect we'll be very comfortable.0% I don't expect we'll live in luxury, but we'll be fine.0% I'm not sure how we'll make ends meet.0% Honestly, I have no idea.0%
QUESTION 4
Your favorite store is having a blowout sale. What will you do?
I'll pass and save the money.0% I'll check it out, but won't spend too much.0% I'll set a limit, and not spend a penny more.0% That's what credit cards are for. I'll shop 'til I drop.0%

QUESTION 5
You just got a large tax refund. What are you most likely to do with it?
Save it all.0% Save some and spend some.0% Pay off loans and/or debt.0% Spend it.0%
QUESTION 6
You inherited $10,000. What's your first instinct?
Save it all.0% Save some and spend some.0% Pay off loans and/or debt.0% Spend it.0%

QUESTION 7
You've decided to refinance the mortgage on your house. Who will take the lead?
I will.0% My partner will.0% We'll do it together.0%
QUESTION 8
Who manages your day-to-day household finances (paying bills, deposits, budgets, etc...)?
I do.0% I don't. I stay out of it.0% We do it together.0%
QUESTION 9
When it comes to investing for your retirement, who's in charge?
I am.0% My partner is, but I weigh in on occasion.0% I'm not, I stay out of it.0% We do it together.0%



YOUR FINANCIAL PERSONALITY

ISaP
Informed Saver Passenger

Q1 - Q3  Your Investing Awareness:

INFORMED ——— UNINFORMED

Q4 - Q6  Your Investing Outlook:

SAVER ——— SPENDER

Q7 - Q9  Your Investing Behavior:

DRIVER ——— PASSENGER



YOUR FINANCIAL PERSONALITY

ISaP
Informed Saver Passenger

Q1 - Q3  Your Investing Awareness:

INFORMED ——— UNINFORMED

Q4 - Q6  Your Investing Outlook:

SAVER ——— SPENDER

Q7 - Q9  Your Investing Behavior:

DRIVER ——— PASSENGER

About the Study

For the nine questions answered within this quiz your responses will becompared to other same-gender quiz respondents in your age group.

Your answers are only kept in aggregate for comparison purposes, and no personally identifiable information is retained.

Investing involves risk, including the risk of loss.

Guidance provided is educational.

Fidelity Brokerage Services, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917

© 2015 FMR LLC. All rights reserved.

651098.3.1

YOUR FINANCIAL PERSONALITY


Q1-Q3 YOUR INVESTING AWARENESS

ENGAGED-DISENGAGED

Q4-Q6 YOUR INVESTING OUTLOOK

SAVER - SPENDER

Q7-Q9 YOUR INVESTING BEHAVIOR

DRIVER - PASSENGER