candid.partners
Sample report · This is what Jordan and Alex saw after both completing their assessments. Yours will look like this.
Candid Financial Compatibility Report
Jordan & Alex
Completed independently · June 9, 2026
0
out of 100
Meaningfully compatible
What this means
Strong alignment where it counts most. A few dimensions worth an honest conversation.
Strongest alignment
Money Communication
Worth discussing
Risk Tolerance
What money means to you
Jordan
Freedom
The freedom to choose
Alex
Security
Protection from bad outcomes
Alex sees money as protection from bad outcomes. Jordan sees money as the ability to choose. You may experience the same financial decision very differently. A big purchase might feel like risk to one of you and opportunity to the other.
The five dimensions
Jordan
Alex
Closer together = more aligned
Spending Philosophy
Strong match
SaverSpender
You both take a balanced approach to spending. That alignment makes budgeting and everyday purchases easier.
Jordan: 55
Alex: 45
Debt Attitudes
Worth discussing
Debt-averseDebt-pragmatic
Alex leans more toward avoiding debt while Jordan leans toward using debt as a tool. This difference is common and workable, but worth naming before you make joint decisions about taking on debt.
Jordan: 60
Alex: 35
Financial Goals
Strong match
Security-focusedGrowth-focused
You both balance security with growth. That alignment makes setting shared goals easier.
Jordan: 65
Alex: 55
Money Communication
Strong match
AvoidantOpen
You both are comfortable talking openly about money. That alignment makes having money conversations easier.
Jordan: 80
Alex: 70
Risk Tolerance
Significant difference
ConservativeAggressive
You see investment risk very differently. Alex is conservative with risk while Jordan is comfortable taking risks. This will come up in how to invest savings and react to a downturn and deserves a direct conversation.
Jordan: 70
Alex: 25
Questions to start with tonight
“You see investment risk very differently. What would help you both feel comfortable with a joint financial decision?”
“You have different comfort levels with debt. If one of you wanted to take out a loan for something you believed in, how would you want that conversation to go?”
“You see spending differently. What's a purchase amount that should trigger a conversation before buying?”
“Your financial goals point in different directions. What does financial security look like to each of you in five years?”
Ready to see your own?

See how you and your partner actually line up.

Quick scenario-based questions. Five minutes. No dollar amounts. You answer separately, then see your compatibility together.