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When you click save & continue, your form will be saved and you will be taken to the next page.
Remember, you can scroll backwards and forwards in the form and edit your answers. So please take your time.

  1. Instructions

    • 1. Run through the questionnaire together, reaching consensus on each individual question.
    • 2. If you are unable to reach consensus working together at first, then do the following:
      • a. First you are each going to complete the questionnaire on your own.
      • b. Then you will make time to sit together and discuss your results.
      • c. Lastly you complete this questionnaire together. This time around you will indicate the boundaries you agree on together.
      • d. If you are battling to reach consensus, then please seek alternative help from a life coach.

    WHILE THE SAVE & COMPLETE LATER FUNCTION IS REALLY COOL, IT CAN SOMETIMES INTERFERE WITH THE FORM CALCULATIONS. PLEASE CHECK YOUR CALCULATION FIELDS OR TRY COMPLETE THIS FORM IN ONE GO.


  2. Your Email Address(*)
    Invalid Input

  3. Your Partner's Email Address(*)
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  1. Personal Goals

    What personal goals and dreams do each of you have outside the relationship?


  2. In the next ten years, Partner 1 would like to achieve:(*)


























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  3. In the next ten years, Partner 2 would like to achieve:(*)


























    Invalid Input
  1. The couple's goal for the next year

    What combined goals do you have as a couple for the next year?

    Please only enter numbers with no punctuation.


  2. In the next year, we would like to achieve the following milestones together:(*)

































    Invalid Input

  3. We would like to have the following value of cash in the bank a year from now:(*)
    Invalid Input

  4. We would like to have the following value of investments a year from now:(*)
    Invalid Input

  5. We would like to have the following value of assets a year from now:(*)
    Invalid Input

  6. We would like to have paid off the following amount of debt a year from now:(*)
    Invalid Input

  7. We would like to reduce our total debt value to no more than the following amount in the next year:(*)
    Invalid Input

  8. Total estimated joint worth a year from now:
    Invalid Input
  1. The couple's goal for the next 2 years

    What combined goals do you have as a couple for the next 2 years?

    Please only enter numbers with no punctuation.


  2. In the next 2 years, we would like to achieve the following milestones together:(*)

































    Invalid Input

  3. We would like to have the following value of cash in the bank 2 years from now:(*)
    Invalid Input

  4. We would like to have the following value of investments 2 years from now:(*)
    Invalid Input

  5. We would like to have the following value of assets 2 years from now:(*)
    Invalid Input

  6. We would like to have paid off the following amount of debt 2 years from now:(*)
    Invalid Input

  7. We would like to reduce our total debt value to no more than the following amount in the next 2 years:(*)
    Invalid Input

  8. Total estimated joint worth 2 years from now:
    Invalid Input
  1. The couple's goal for the next 5 years

    What combined goals do you have as a couple for the next 5 years?

    Please only enter numbers with no punctuation.


  2. In the next 5 years, we would like to achieve the following milestones together:(*)

































    Invalid Input

  3. We would like to have the following value of cash in the bank 5 years from now:(*)
    Invalid Input

  4. We would like to have the following value of investments 5 years from now:(*)
    Invalid Input

  5. We would like to have the following value of assets 5 years from now:(*)
    Invalid Input

  6. We would like to have paid off the following amount of debt 5 years from now:(*)
    Invalid Input

  7. We would like to reduce our total debt value to no more than the following amount in the next 5 years:(*)
    Invalid Input

  8. Total estimated joint worth 5 years from now:
    Invalid Input
  1. The couple's goal for the next 10 years

    What combined goals do you have as a couple for the next 10 years?

    Please only enter numbers with no punctuation.


  2. In the next 10 years, we would like to achieve the following milestones together:(*)

































    Invalid Input

  3. We would like to have the following value of cash in the bank 10 years from now:(*)
    Invalid Input

  4. We would like to have the following value of investments 10 years from now:(*)
    Invalid Input

  5. We would like to have the following value of assets 10 years from now:(*)
    Invalid Input

  6. We would like to have paid off the following amount of debt 10 years from now:(*)
    Invalid Input

  7. We would like to reduce our total debt value to no more than the following amount in the next 10 years:(*)
    Invalid Input

  8. Total estimated joint worth 10 years from now:
    Invalid Input
  1. Your retirement

    What will your retirement look like, and what will you have achieved by then?


  2. By the time we retire together, we'll have achieved the following:(*)
























    Invalid Input

  3. When we retire together, this is what we agree it will look like:(*)















    Invalid Input

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