There are tons of responsibilities that go into running a household. When we share these with another person (whether through cohabitation, a marriage, or when we enter in a new relationship post-divorce), sometimes we divide these household responsibilities without much conversation. While this can work out just fine, it can unintentionally set things up in an unbalanced way.
This imbalance can be particularly disruptive with Financial Management Roles.
We can fall easily into the role of bill payer, budget maker, book keeper of the household without wanting to take on that responsibility, but never think that there could be a different way of doing things.
The opposite likewise can be true — that we are left out of these financial decisions, but would like to participate more.
But things can change… you can update your roles to align in a way that makes more sense for your home.
The Financial Management Role Questionnaire can help:
Answer the following items regarding who performs the financial management roles in your home (you, your partner, shared equally, mostly you, or mostly your partner).
There is also a space for you to write if you would like this dynamic to change or if you are happy with the way things are arranged.
This is to be used as a conversational tool between you and your partner in planning your household financial roles.
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Disclaimers
This is some pretty intimate stuff you are filling out. Please be sure to only send it to an email address that you control and is private. Once it lands in your inbox, it is your responsibility to keep that information private and your decision who you want to share it with.
If you still want to use the form as a conversational tool, but do not want to fill it out or email it to yourself, I suggest pulling up the form and discussing the items with your partner instead.
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This can be a great conversational tool to help identify if you want to update the roles that you’ve both fallen into. It can also be a wonderful tool to use before cohabitation to help clarify roles from the get-go.
If you find yourself needing help with those conversations, give me a call. Couples Financial Therapy can be amazing for addressing this issue together to find the perfect fit of balance for your relationship.
Email: DrZepeda@FinancialTherapyTexas.com
Text: 713-291-9553
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