Marriage, Money & Business Health Assessment™
A proprietary assessment for married entrepreneurs and business owners
Healthy ME → Healthy WE → Healthy WEALTH™
The Marriage, Money & Business Health Assessment™ helps married entrepreneurs, business owners, executives, and high-achieving couples identify strengths and areas of vulnerability across eight domains that commonly influence the health of both the relationship and the business. A 64-item assessment for married entrepreneurs, business owners, executives and high-achieving couples. It identifies strengths and areas of vulnerability across eight domains that influence the health of both the relationship and the business.
The assessment is built around the MARRIAGE™ Model.
Each spouse completes the assessment independently before discussing the answers. Rate each statement based on your experience during approximately the past 90 days. The purpose is not to determine who is right. It is to identify where your perceptions converge and diverge.
Instant Access • 20-Minute Completion • 100% Private
Clarity. Alignment. Growth.
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Marriage Health Assessment Safety Acknowledgement
The Marriage, Money & Business Health Assessment is an educational and coaching tool designed to support reflection and conversations about marriage, money, business, and emotional wellness. It is not a mental-health diagnostic test, crisis assessment, or substitute for psychotherapy, medical care, substance-use treatment, legal services, or emergency intervention.
This assessment may not be appropriate as a stand-alone coaching tool when either partner is currently experiencing:
- Intimate partner violence, threats, stalking, or fear for personal safety
- Coercive or controlling behavior, including significant financial control or intimidation
- Thoughts of suicide, self-harm, or harming another person
- Severe or uncontrolled substance misuse
- Significant mental-health symptoms that substantially impair daily functioning, judgment, or the ability to participate safely
- Any other situation involving immediate or significant safety concerns
When these concerns are present, appropriate clinical, medical, substance-use, domestic-violence, legal, crisis, or emergency support should take priority over ordinary coaching.
Thank you for your honesty. When any of these concerns are present, appropriate clinical, medical, substance-use, domestic-violence, legal, crisis or emergency support should take priority over coaching. If you are in immediate danger, contact your local emergency number. In the United States you can call or text 988 for the Suicide & Crisis Lifeline, or call 1-800-799-7233 for the National Domestic Violence Hotline.
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One purchase covers both spouses. Each of you completes the assessment separately, then your Couple Alignment Profile unlocks for both of you.
Includes 2 participants — both spouses are covered by this one purchase.
Domain 1 of 8
Money Alignment
Financial trust, transparency, communication and shared philosophy.
Financial communication, transparency, values, spending, saving and decision-making.
M — Money Alignment
My spouse and I can discuss money without the conversation routinely becoming emotionally destructive.
M — Money Alignment
We have a reasonably clear understanding of our household financial position.
M — Money Alignment
We generally agree about our priorities for spending, saving and investing.
M — Money Alignment
I feel financially respected by my spouse.
M — Money Alignment
Major financial decisions are discussed before commitments are made.
M — Money Alignment
I feel comfortable expressing financial concerns to my spouse.
M — Money Alignment
We are transparent with one another about significant income, debt, spending and financial obligations.
M — Money Alignment
Our financial decisions reflect priorities we have established together.
Reflection
What does money emotionally represent to me - security, freedom, success, control, opportunity, status, generosity, fear or something else?
Domain 2 of 8
Affection & Connection
Friendship, emotional presence, appreciation and relational connection.
Emotional connection, appreciation, friendship, quality time and support.
A — Affection & Connection
I feel emotionally connected to my spouse.
A — Affection & Connection
My spouse expresses appreciation for what I contribute.
A — Affection & Connection
We spend meaningful time together that does not revolve around business.
A — Affection & Connection
I feel heard when discussing concerns.
A — Affection & Connection
We intentionally celebrate accomplishments together.
A — Affection & Connection
Our relationship receives meaningful attention despite our responsibilities.
A — Affection & Connection
I experience my spouse as an emotional partner rather than primarily a business or household partner.
A — Affection & Connection
I believe we genuinely enjoy being together.
Reflection
When was the last time we connected as spouses without discussing work, children, bills or responsibilities?
Domain 3 of 8
Roles & Responsibilities
Role clarity, fairness, workload and invisible labor.
Household, parenting, business and emotional labor.
R — Roles & Responsibilities
We have a reasonably clear understanding of our respective responsibilities.
R — Roles & Responsibilities
Household responsibilities feel reasonably equitable given our circumstances.
R — Roles & Responsibilities
Business responsibilities are appropriately divided.
R — Roles & Responsibilities
Parenting or caregiving responsibilities are openly discussed when applicable.
R — Roles & Responsibilities
I feel that my contributions are recognized.
R — Roles & Responsibilities
I can ask my spouse for help without routinely feeling guilty or dismissed.
R — Roles & Responsibilities
We renegotiate responsibilities when circumstances change.
R — Roles & Responsibilities
Neither spouse is consistently expected to carry an unsustainable share of the emotional, household or business workload.
Reflection
What responsibility am I carrying that my spouse may not fully see?
Domain 4 of 8
Revenue & Risk
Entrepreneurial financial security, risk tolerance and business decision-making.
Business finances, financial risk, investment, debt and income stability.
R — Revenue & Risk
We understand the primary sources of our household and business income.
R — Revenue & Risk
We discuss significant business investments before committing household resources.
R — Revenue & Risk
We have discussed how much financial risk we are willing to tolerate.
R — Revenue & Risk
Our business ambitions do not consistently jeopardize essential household financial stability.
R — Revenue & Risk
We understand which revenue streams are reliable and which are experimental.
R — Revenue & Risk
We have financial reserves or contingency plans appropriate to our circumstances.
R — Revenue & Risk
I understand my spouse's comfort level with debt and financial risk.
R — Revenue & Risk
Major financial risks are generally shared decisions rather than unilateral decisions.
Reflection
At what point does entrepreneurial risk stop feeling like opportunity and start feeling unsafe to me?
Domain 5 of 8
Intimacy & Identity
Couple identity, individual identity, closeness and relationship priority.
This domain extends beyond sexual intimacy. Entrepreneurial couples can lose their relational identity because nearly every interaction becomes transactional.
I — Intimacy & Identity
I still experience myself as my spouse's romantic partner - not merely a business partner, parent or household manager.
I — Intimacy & Identity
Our relationship has space for affection and closeness.
I — Intimacy & Identity
Business stress does not consistently dominate our private time.
I — Intimacy & Identity
I can pursue individual interests without threatening our connection.
I — Intimacy & Identity
My identity is not completely dependent upon business success.
I — Intimacy & Identity
We maintain aspects of ourselves that existed outside entrepreneurship.
I — Intimacy & Identity
I feel emotionally safe being vulnerable with my spouse.
I — Intimacy & Identity
Our marriage remains an important part of our identity despite our professional ambitions.
Reflection
Who are we when we are not working, producing, parenting or solving problems?
Domain 6 of 8
Ambition & Alignment
Entrepreneurial drive, shared vision, pace and competing priorities.
Two highly functional people can have a distressed marriage because their ambitions are moving at different speeds.
A — Ambition & Alignment
My spouse understands what I am trying to build professionally.
A — Ambition & Alignment
I understand my spouse's personal and professional ambitions.
A — Ambition & Alignment
We generally agree about the pace at which we should pursue growth.
A — Ambition & Alignment
We discuss new opportunities before allowing them to significantly affect our family.
A — Ambition & Alignment
Neither spouse's dream automatically takes priority over the other's needs.
A — Ambition & Alignment
We can disagree about a business opportunity without attacking each other's character.
A — Ambition & Alignment
Our definition of success is reasonably compatible.
A — Ambition & Alignment
Our ambitions support rather than consistently compete with the life we want together.
Reflection
Are we building the same future - or simply working extremely hard beside each other?
Domain 7 of 8
Growth & Goals
Strategic direction, long-term compatibility and legacy.
Long-term planning, business growth, family goals and legacy.
G — Growth & Goals
We have discussed what we want our life to look like three to five years from now.
G — Growth & Goals
We have reasonably clear financial goals.
G — Growth & Goals
Our business goals support our broader family goals.
G — Growth & Goals
We periodically review whether our priorities still make sense.
G — Growth & Goals
We can identify projects or opportunities that should be postponed or discontinued.
G — Growth & Goals
We discuss the lifestyle we want our success to create.
G — Growth & Goals
We have discussed what financial independence or "enough" means to us.
G — Growth & Goals
We are building toward a shared definition of legacy.
Reflection
What exactly are we working so hard to create?
Domain 8 of 8
Emotional Wellness
Entrepreneurial stress, emotional regulation, coping and relationship safety.
Stress, anxiety, overwhelm, emotional regulation and recovery.
E — Emotional Wellness
I can generally manage business stress without routinely directing it toward my spouse.
E — Emotional Wellness
I have healthy strategies for coping with financial uncertainty.
E — Emotional Wellness
I can disengage mentally from work when necessary.
E — Emotional Wellness
I get sufficient opportunities for rest and recovery.
E — Emotional Wellness
I can identify when I am becoming emotionally overwhelmed.
E — Emotional Wellness
I can discuss fear, anxiety or disappointment with my spouse.
E — Emotional Wellness
Our current lifestyle feels psychologically sustainable.
E — Emotional Wellness
I am able to experience accomplishments before immediately becoming consumed with the next goal.
Reflection
What emotion am I carrying most often in this season of our marriage and business?
One more step
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Your individual profile is ready. When your spouse completes their own assessment using the link below, your Couple Alignment Profile and MARRIAGE Gap Score unlock for both of you.
We will send them their own private link so they can complete their half.
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