Checklist of Family Goals – Values in Marriage
In Part 1 we started an overview of the Values in Marriage and how it was much more than money. Below we continue with a checklist to review with your spouse or future spouse on what to your future together may look like!
Family
- How many children do you hope to have?
- What kind of life would you like to provide your family – in terms of home? Health care? Education? Opportunities?
- Are you ready for the responsibilities of parenthood?
- Ready for the sacrifices it may call for?
- Ready to provide leadership and example to your children?
- Are you ready for the continuing financial responsibilities of parenthood?
Work

- Is the husband (this applies to the wife as well) now doing the sort of work he wants to continue to do?
- Does it make the best use of his abilities?
- Does it give him a sense of satisfaction?
- If not, at what point will he be able to make a change?
- Has he thoroughly investigated a new field he would like to enter?
- If he plans to continue in his present work, does he know where he would like to be five years from now? Fifteen years from now?
- Is his present company one in which he has the best chances of getting ahead?
- Would he do better in business for himself?
- Does he need additional training in his field to get as far as possible?
- When would be the ideal time to get that training?
- If the wife is working, how long does she intend to continue?
- Does she plan to resume work after the family is full-grown?
- Do your financial plans make it possible for the head of your household to change jobs?
- Get training?
- Start a business of his own?
Home
- Are you now living in the home in which you plan to raise your family?
- If you are living in an apartment, do you plan to buy a home? If so, when?
- Have you thought of the advantages of suburbs vs. city? Small town vs. large metropolitan area?
- Do you know what kind of neighborhood would best meet your present needs?
- Your needs ten years from now?
- What furniture and appliances do you plan to buy this year? Within the next five years? Within the next ten years?
- Do your financial plans support your goals in terms of home ownership?
- Moving into a larger home when you need it?
- Furnishing your home in the way you want?
Education
- Are either or both of you still in school?
- Can you postpone most of your major purchases of durable goods until you have completed your education?
- Do either of you plan any advanced training which you feel is necessary for your career?
- When would be the most suitable time to get such training?
- Do you plan to take advantage of adult education opportunities which will enrich your enjoyment of life? Or develop new skills, interests, hobbies?
- How soon? How much?
- Are your financial plans geared to your educational plans, so that you can afford to continue your present educational program?
- Get advanced training?
Recreation
- What are your chief sources of recreation now?
- How might these change as your family grows?
- How far ahead do you plan your vacation?
- Do you have hobbies, sports interests, and other recreational outlets that make leisure something you look forward to, actively rather than passively?
- Do both of you share hobbies?
- Will any of your hobbies give you increasing pleasure as you grow older?
- Are you interested in traveling around the United States?
- Do you know what points of interest you particularly want to see?
- When do you plan to take these trips?
- Do you have any plans for foreign travel? When?
- What things will you ultimately want to buy in order to realize your plans for recreation – another car, SUV, trailer, boat, camping equipment, barbecue equipment, swimming pool, time share or a week-end cabin in the mountains?
- Do your financial plans include the costs of an annual vacation to the place of your choice?
- The eventual purchase of the recreational equipment you want?
- World travel when you feel your family is ready for it?
Future Security
- How long do you plan to work – health and other factors permitting?
- What plans can you realistically make to meet increasing needs for medical care as you get older?
- What will be the sources of your income after you stop working?
- What provisions will you make for providing income in case the head of the household dies before his wife?
- Where, ideally, would you like to live after retirement?
- Which of your present interests would you like to continue when you are older?
- What can you do in the years between now and age 65 to achieve the sort of life you want then?
Personal Development
- What kind of person do you hope to become in the course of your adult life?
- What sort of cooperation will this call for from your mate?
- Where do you want to put most of your personal energies – family, career, church, social activities, politics and community activities?
- Do you have talents you want to develop?
- How can marriage help you reach greater self-understanding?
- Do you have an image of the person you want to be twenty years from now?
- Are you making any plans now to attain that image?
- How can money management help you reach your goals of personal development?
Let’s look at “Values in Marriage – People in Your Life“
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