Where to start a financial planning conversation with SO?

Where to start a financial planning conversation with SO? TLDR : What should 30-somethings review and think about in a conversation/planning about their financial goals? Background: My SO (38) and I (35) have been together for 6 years and have been extremely fortunate. We both make about 60k annually. We have no debt, no kids, and have been able to live with nominal rental expenses in a lovely house be...

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