• Discuss your debts and assets. One surprise neither of you wants is to find out that your mate is deep in debt. If there are financial issues, you need to know about them from the beginning so a plan can be crafted that will reduce or eliminate the debt. Once you have that out of the way, you can begin your long-term investment plans.
• Determine if you have the same or wildly different investment styles. While you probably have much in common with each other, it may well be that one of you is quite aggressive in terms of saving or investing while the other is more cautious or conservative. This is "need-to-know" information so you can determine what your investment strategy will be.
