How in sync are you and your partner about money? Find out with this practical tool

Money can be one of the biggest sources of tension in a relationship. Not because of the money itself, but because of the assumptions we carry about it.

Who pays for what? What counts as “shared”? Do we mean the same thing when we say “financial security”?

You don’t have to agree on everything, but you do need to understand each other.
That’s where the Wealthbit Alignment Checklist comes in. It’s a practical, guided tool to help you and your partner get on the same page about money.

It covers eight key areas:
💬 Communication
💸 Day-to-day money management
🚨 Emergencies
💳 Debt
💰 Savings
🎯 Big goals
⚖️ Fairness
🔧 Systems

For each section, you’ll get automated insights showing:

How aligned you are as a couple
What you already agree on
Where there’s room to talk and grow together

You’ll also get an overall snapshot of your total money alignment as a team.

Why it matters

Misalignments aren’t red flags. They’re invitations. Every gap is a chance to talk, understand each other, and build trust.

Sit down together to see where you’re at and how you can grow your shared goals.

This tool is part of our Financial Freedom Programme™, where we help teams stress less about money and build smarter money systems.