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Before starting any planning around money, newlyweds should take a hard look at who they are and what they want out of life, financial advisors say.
“It’s important for you to sit down together and discuss your values — both as individuals, and then as a couple,” said certified financial planner Eric Roberge, founder of Beyond Your Hammock in Boston.
Roberge refers couples to an online list of values and asks them to consider, individually and jointly, what three to five values — such as community, growth, security — support the ideal vision for their lives. They can then use their shared values to drive joint financial decisions.