Trying to reach a compromise that works in your marriage can be a sensitive process. At the very minimum, you and your intended should sit down together to talk about any debts you may have and your approach to day-to-day financial matters such as paying bills and using credit cards.
Set goals together
A more comprehensive approach would be to meet with a financial advisor to talk about the basics. Seek out someone who is a member of Advocis. Young couples can start working out their financial goals right from the beginning. An advisor with a Chartered Life Underwriter (CLU) designation can help them decide on their need for life insurance. See Designations to look for
Saving for a home or for retirement are important steps in building a life together. An advisor can also help you decide whether you need legal documents to cover some portions of your financial planning. Does either partner have a will? See Preparing for your death. Is either partner owner of an inheritance or partner in a business? Do you need a marriage contract? These are important questions to settle before the exchange of vows.