Couple report · in progress
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The couple report builds automatically once both partners finish. Sharing: {{ pend.share }}.
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Household
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Who can see this report
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MRI Couples
Create a couple
Link two partners into one household. An existing client keeps their MRI Core results; only the new partner takes the assessment.
1. Partner 1: choose an existing client
2. Partner 2: who should we invite?
3. What can each partner see?
You can change this for each couple at any time. Firm default: Couple report only.
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MRI Couples Report
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Prototype: the live version will generate a printable couple report, like MRI Core.
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Current setting: {{ sh.presetName }} · Firm default: Couple report only
PartnerOwn reportCouple reportPartner's report
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Always
Settings can differ for each partner. The advisor always sees every report.
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MRI Comfort with Risk™ — Side by Side
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MRI Insight
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MRI Couple Risk Score™
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Couple · {{ cr.score }}
More conservativeMore growth-oriented
Couple score
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Risk gap rating
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Decision dynamics
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MRI Couples Insight
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MRI Risk Capacity Index™ — Household
1
Action needed: answer the five Risk Capacity questions once for the household. Both partners share one capacity score.
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Household Risk Capacity Index™ (0–100) · {{ cp.both }}
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Capacity vs. each partner's Comfort with Risk
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Assess household risk capacity
Completed once by the advisor for the couple. Five questions about the household's financial ability to absorb losses.
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Financial Psychology — Side-by-Side Priority Map
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MRI provides behavioral insights, not financial advice. Sample couples with fictional data. Couple Risk Score shows demo values; final methodology by Dr. John Grable. Risk Capacity is completed once by the advisor for the household.