A recent article from CNBC Make It outlined six thoughtful financial questions that a divorce attorney recommends discussing early in a relationship. These are not meant to turn a first date into an interview, but rather to help uncover shared values and long-term compatibility around money.
The suggested questions include:
- What would you do if you received a financial windfall?
- How do you approach paying for education?
- What influenced your early attitudes toward money?
- How do you respond to financial challenges or setbacks?
- What are your current savings or investment goals?
- What are your day-to-day spending habits?
These types of conversations can be particularly important for individuals with substantial assets, business ownership, or family wealth. Differences in financial priorities, risk tolerance, and transparency often emerge over time—sometimes only when the financial stakes are significantly higher.
Opening up these discussions early can help couples better understand each other’s perspectives and align expectations for the future. It allows both parties to make more informed decisions about long-term planning and shared financial goals.
For those considering how to protect assets or plan ahead, speaking with a family law professional can provide useful guidance tailored to individual circumstances.
Summary based on reporting from CNBC Make It: “6 money questions to ask on a first date, according to a divorce attorney” (Feb. 18, 2026).