Trilogy Financial CEO Releases New Book

Huntington Beach, CA

Can a new book be the key to your relationship? With financial conflict being the #1 cause of divorce in America, "The Couples Guide to Financial Compatibility" serves as the ideal resource for those seeking harmony in their relationships. Published by Da Capo Press with a release date of March 31, 2015, the book covers a spectrum of topics that couples must grapple with throughout their lives including dealing with credit card debt, saving for your children's education, deciding whether to rent or buy your home, caring for your aging parents, saving for retirement, navigating childcare issues and determining how much to spend on entertainment and luxuries.

"The Couples Guide to Financial Compatibility" was inspired by author Jeff Motske's real-life experiences with couples whose sometimes divergent perspectives on money led to conflict and how he was able to help them find peaceful resolution. He outlines practical steps and offers advice to guide couples as they go through the various stages of their lives.

"One of the most overlooked yet important aspects of a relationship is how the two of you deal with money," said Motske, a certified financial planner who has helped tens of thousands of couples find happiness in love and money. "I know all too well how conflict in this area can unravel an otherwise healthy relationship. The book will help couples determine whether they see eye to eye on the most important issues and how come to terms with their differences."

One of the hallmarks of the book is a financial compatibility quiz that serves as a starting point to establish how each views various money-related topics and where their priorities lie.

Among the questions:

Entertainment: My view on dining out, going to the movies or sports events, enjoying a night of cocktails/dancing, or other entertainment is:

A. It's very important part of enjoying life and a necessity for me.
B. I like going out, but I try to watch the cost.
C. An occasional night on the town can be fun, but I am content to stay home most weekends.
D. I'd rather stay home and save the money.

Unexpected money: If I received a large amount of money out of the blue (e.g., an inheritance), I should (check your primary plan):

A. Put it into a bank savings account.
B. Invest in the stock market for my financial future.
C. Save half and spend the rest.
D. Spend it for something I've always wanted.
E. Purchase real estate/income property.
F. Pay down high interest "bad" debt (e.g., credit cards).

Credit cards: My philosophy is to:

A. Use them but always pay off the full balance each month.
B. Use them to buy things I want and then pay the minimum balance or whatever I can each month.
C. I only use them in emergencies when I do not have enough cash.
D. I only use cash or debit cards, which comes out of my checking, but not credit cards.

Saving goals: What is your primary saving and investment goal now? (Check one)

A. Buying or upgrading my home
B. Retirement or financial independence
C. Education for the children
D. Other (e.g., car, recreational toys, weddings, etc.)

Who's in charge? When it comes to dividing financial responsibilities, who is primarily in charge of?

A. Managing the checkbook, paying the bills, keeping track of the family money, and so forth
i. Mostly me
ii. Mostly my significant other
iii. Both equally
B. Deciding on savings and investments
i. Mostly me
ii. Mostly my significant other
iii. Both equally
C. Deciding on major purchases
i. Mostly me
ii. Mostly my significant other
iii. Both equally

As president and CEO of Trilogy Financial, which boasts 200 employees in 11 offices in 4 states overseeing more than $2 billion in client assets, Motske guides his team of advisors/brokers to help more than 45,000 clients around the nation achieve financial independence. You may order a copy on and or find one at your local bookstore.

Securities and advisory services offered through National Planning Corporation. (NPC) Member FINRA, SIPC, a Registered Investment Adviser. Trilogy Financial Services and NPC are separate and unrelated entities.


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