wealthschema/archetypes/f-03-young-dual-income-couple-no-kids
F-03FormationFormationmoderate tax complexity

Young Dual-Income Couple (No Kids)

DINK household, both working professionals, combining finances, saving for a home purchase, beginning to build wealth.

F-03 — Young Dual-Income Couple (No Kids), often shorthanded as "DINK," is one of 71 archetypes shipped in WealthSchema's synthetic household data sets. It appears in six data bundles spanning tax planning, compliance & audit, and estate & wealth transfer, and is used by fintech builders, financial software makers, and compliance teams to test workflows on realistic formation-phase households without touching real customer data.

Age Range
26–34
Net Worth
$100k–$1M
Cohort
Formation

About this archetype

F-03 represents the dual-income married or partnered household in the formation phase of wealth: two earners in their late twenties to mid thirties, no children yet, both contributing to a single combined balance sheet for the first time. The defining financial event of this archetype is not a single decision but a sustained one — converting a high marginal savings rate into the down payment, retirement contributions, and debt paydown that will compound for the next forty years.

Cash flow is the dominant story. Two W-2 incomes between roughly $80k and $180k combined, no childcare yet, and discretionary income that is structurally higher than it will ever be again. The household typically files MFJ, contributes to two employer-sponsored retirement plans, and is actively comparing renting against a first home purchase. Liabilities are concentrated in student loans and credit-card revolving balances rather than mortgages — about a third of the corpus has already bought, the rest are saving for it.

What makes F-03 distinct from neighbouring archetypes is the absence of dependents and the presence of two synchronised earners. Tax planning is meaningful but not yet complex (no Schedule C, no AMT exposure, no equity comp at scale). Goals are short and crisp: emergency fund, home purchase, retirement, debt payoff. Most households in the corpus are on track for retirement and behind on the home-purchase timeline — a pattern that drives the product use cases below.

Defining characteristics

  • Dual W-2 income
    Both adults are employed and contribute meaningful income — the corpus shows no single-earner F-03 households. Combined gross income falls in the mass-affluent band ($80k–$180k).
  • Home purchase planning
    16 of 25 corpus households carry an active home-purchase goal; 9 have already closed on a primary residence. Savings rates are calibrated against a target down payment over a 2–5 year horizon.
  • MFJ tax filing
    Married-filing-jointly is the dominant filing status. A handful of households file MFS or use a domestic-partnership structure, which is reflected in the household_type field.
  • Moderate debt load
    Student loans and credit cards dominate, not mortgages. Median total liabilities ($41,620) sit well below the median asset base ($386,760), keeping debt-to-asset ratios healthy.
  • Active savers
    Both members typically contribute to employer-sponsored retirement plans, and emergency-fund and debt-payoff goals appear in roughly half of corpus households.
  • No dependents
    All F-03 households have num_dependents = 0. This is the distinguishing structural feature versus A-01 (early accumulation with kids) and the reason discretionary income is so high.

Corpus signature

n = 25 households

Aggregated across the 25 F-03 households in the shipped WealthSynth v3 corpus. Numbers describe the corpus, not population claims.

Median income
$118k
p25–p75 $104k–$127k
Median net worth
$307k
mean $301k
Liquid net worth
$122k
median
Investable assets
$187k
median
Income distribution
$80–110k
8
$110–140k
13
$140–180k
4
Net-worth distribution
$100–250k
4
$250–400k
18
$400–600k
3
Goals across the corpus
Retirement25 / 25
Home purchase16 / 25
Debt payoff13 / 25
Education funding13 / 25
Emergency fund8 / 25
Liability composition
Credit cards25 / 25
Student loans13 / 25
Auto loans9 / 25
Mortgages9 / 25
  • All 25 households are dual-earner — no single-income F-03 records.
  • 9 of 25 (36%) are homeowners; the remainder rent and carry an active home-purchase goal.
  • California, New York, and Texas account for 13 of 25 households — concentration mirrors the U.S. distribution of dual-income professional couples.
  • Median age of household members is 28 (range 26–39 across primaries and spouses).

Representative household

F-03-seed-3
Abigail W.Domestic partnership·San Antonio–New Braunfels, TX

Abigail and Kyle are a partnered household in San Antonio renting while they save for a first home. Combined gross income is $96k, with $202k in liquid assets and $42k of total liabilities — almost entirely revolving balances. They are on track for the debt-payoff goal and behind on both the home-purchase and retirement timelines, a pattern typical of the F-03 corpus.

Combined income
$96,017
Net worth
$345,140
Liquid NW
$201,786
Ages
34 / 35
Top goals on this household
Home purchase
$76,814
Retirement
$2,097,600
Debt payoff
$17,770

Schema fields covered

Every F-03 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags

Common use cases

  • 01Tax software QA: exercise MFJ vs MFS edge cases on identical underlying incomes — a subset of the corpus files separately specifically to test this branch.
  • 02Mortgage pre-qualification flows: 16 households carry explicit down-payment goals with target amounts and timelines, suitable for affordability calculator regression tests.
  • 03Robo-advisor onboarding: dual-income, no-dependents profiles with employer-sponsored plans on both sides cover the most common Formation-phase intake.
  • 04Goal-based planning UX: 5 distinct goal types appear across the corpus, each with target amount, target date, and on-track flag — drop-in fixtures for milestone widgets.

How this differs from related archetypes

Frequently asked questions

What does the F-03 archetype represent?+

F-03 — Young Dual-Income Couple (No Kids) represents the DINK household: two earners in their late twenties to mid thirties, married or partnered, with no dependents. They are in the formation phase of wealth, combining finances for the first time and converting a high savings rate into a down payment, retirement contributions, and debt paydown.

What income range does the F-03 corpus cover?+

The 25 shipped F-03 households have a combined gross income median of $117,870, with a 25th-to-75th-percentile range of $104,323 to $126,690. Both members are W-2 earners in every record; there are no self-employed F-03 households in the corpus.

How does F-03 differ from F-02 (single, formation phase)?+

F-02 is a single-earner formation household; F-03 is dual-earner. The structural difference is two income streams and a joint balance sheet rather than one of each, which changes filing status (MFJ vs single), retirement-plan coverage (two employer plans vs one), and the realistic time-to-down-payment for a first home.

Which WealthSynth data sets include F-03 households?+

F-03 is tagged for six bundles — B02, B04, B06, B13, B14, and B22 — covering tax planning, retirement contribution strategies, home-purchase planning, debt payoff, employee benefits, and behavioral finance. See the right-hand sidebar for the data sets that ship F-03 households.

How are F-03 households generated?+

Deterministically from a seeded sampler (Mulberry32 PRNG) in src/lib/generation/. Each domain — demographics, financials, behavioral, life events, goals, insurance, names — has its own version constant surfaced in the household's _meta block, so the audit trail is granular per domain rather than per-household.

Is the F-03 corpus regenerable?+

The shipped 1,451-household v3 corpus is frozen and not regenerable from current code (drift was confirmed on 2026-05-09). Sampler improvements land in a future v4 release with per-archetype golden fixtures in CI to prevent silent drift.

Get this archetype's data

Download households matching this archetype as part of a Wealth Data Set.

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer