Pathways To Prosperity

A Couples Financial Coaching Program

What you’ll learn
Get on the same financial page with your partner
Learn how to have healthy money talks
Understand your current financial situation, your future goals, and how to align them
Create and execute your Joint Financial Prosperity Plan with clarity, teamwork, and peace of mind!
Requirements
No background experience or knowledge required
Description
Money is and always has been a top cause of stress, fighting, and divorce, and the challenges of a pandemic have only worsened things.You may be feeling overwhelmed by it all, avoiding it, or even fighting about money.If so, you’re not alone — money is the #1 relationship stressor and a top cause of divorce.But it can go a different way. In fact, I’ve committed my career to making that happen, and now I’ve put everything I’ve learned into this course so that you can get the kinds of results my clients have been getting:– Going from the verge of divorce to being best friends again– Buying dream homes, paying off homes, and purchasing second homes to build generational wealth– Negotiating raises– Paying off 5 figures of credit card debt…and much more!Bottom Line: If you want financial clarity, stability, peace of mind, and partnership…then you’re in the right place!———————-What You Will Get– Everything you need to overcome financial overwhelm and get clarity and confidence around your money– The skills and knowledge to transform your money mindset & habits so that you can build a stable and secure financial future – even in the midst of a pandemic– Customizable tools for easily tracking spending, prioritizing debts, and more– All the key skills and tools you need to have healthy money talks (this will give you a stronger, more intimate relationship overall, too!)– A Financial Prosperity Plan that honors both your individual AND shared goalsWhy It MattersMany couples never get on the same page about finances, and it costs them intimacy, partnership, money, and sometimes the relationship itself.If you could save several years of struggle, anxiety, and resentment, and replace it with more love, teamwork, and money, would that be worth it to you?———————-You’ll learn and apply the exact same concepts that Adam uses to get client results like these:Adam helped us through our salary negotiations, which resulted in raises for each of us, with a combined gross salary increase of over 20% per year — and in my case, a promotion as well — with our current employers.More importantly, Adam helped get us on the same page as a couple when it came to our financial goals and money mindset.Adam is a former tax attorney, certified mediator, and life coach with a compassionate and non-judgmental communication style.I highly recommend him to couples seeking financial clarity and peace of mind.Patricia and Jonathan, Professionals & Parents of 2———————-This is for couples who:– Struggle to manage money together and/or have healthy money conversations– May not know where to start but are ready to get on the same page about money once and for all– Desire more financial clarity, stability, intimacy, and peace of mind!– Want the ability to execute on their long-term vision and goals– Would like personalized support in making all of it happenThis is not for couples who:X – Want a magic bullet, overnight fix, or financial plan simply handed to themX – Prefer to make financial decisions + plans completely separatelyX – Are unwilling to work on improving communication + opening up to each other———————-What’s Included– Module 1) Your Money & Relationships Story (the key to self-awareness)– Module 2) The 4 Essentials (you must know these to make any real progress)– Module 3) Your Future + Your Top Priorities (individually and together)– Module 4) Values-Based Budgeting– Module 5) Accounts: Joint, Separate, or Mixed (this one’s not what you think!)– Module 6) Protect + Create Your Future: Family, Retirement, Insurance & Legacy– Module 7) Sustaining Your Progress: Roles, Structures, and Ongoing Education (how to make your plan really stick!)Each Module Contains:– Videos detailing essential financial concepts & knowledge– Written activities to help you get clarity around your money mindset, your partner, your finances, and your future– A supplemental presentation packed with powerful, experiential exercises to help you create financial intimacy and get on the same page———————-FAQs:THIS SOUNDS GREAT, BUT HOW DO I GET MY PARTNER ON BOARD?Try this model to get the conversation started: “I’ve been thinking about our finances lately and feeling[nervous, uncertain, etc.]. I think we could[share goals that excited both of you] even more effectively if we got on the same page. When’s a good time to talk about this more?” From there, you can share about this program.HOW MUCH TIME WILL THIS TAKE?The program consists of 7 modules designed to be completed over 12 weeks. While the time needed varies, expect for each module ~15-45 minutes total of activities + videos. Beyond that, it’s up to you how much time you dedicate to practicing and implementing these tools, skills, and concepts.DO I NEED TO UNDERSTAND PERSONAL FINANCE TO DO THIS PROGRAM?Nope! Whatever knowledge you bring is great, and also I’ll show you everything you need to know from the ground up!2% of all revenues are donated to an organization supporting domestic abuse survivors, as financial abuse co-occurs 99% of the time with domestic abuse.For any questions, don’t hesitate to message me. I wish you the best of luck in the program, and more importantly with your relationship, your finances, and your life!

Overview

Section 1: (1) Welcome; (2) Workbook; and (3) Your Money & Relationships Story

Lecture 1 Welcome Video

Lecture 2 Supplemental Materials List

Lecture 3 Your Workbook

Lecture 4 Your Money & Relationships Story

Lecture 5 Communication Skill: Open-Ended Questions

Lecture 6 Module 1 Supplemental Presentation & Slides

Section 2: Module 2: The 4 Essentials

Lecture 7 The 4 Essentials + Your Financial Master Spreadsheet

Lecture 8 Communication Skill: “I” Statements

Lecture 9 Unhealthy Money Talks: The Cycle

Lecture 10 Module 2 Supplemental Presentation & Slides

Section 3: Module 3: Your Future + Your Priorities

Lecture 11 The Future

Lecture 12 Your Financial Priorities

Lecture 13 Communication Skills: Reflection & Summarization

Lecture 14 Module 3 Supplemental Presentation & Slides

Section 4: Module 4: Values-Based Budgeting

Lecture 15 The 4 Expense Categories

Lecture 16 Debts Tab in Your Financial Master Spreadsheet

Lecture 17 Communication Skills: Validation & Empathy

Lecture 18 Module 4 Supplemental Presentation & Slides

Section 5: Module 5: Account Structures

Lecture 19 Wants & Costs

Lecture 20 Account Structures

Lecture 21 Communication Skills: Acknowledgment, Responsibility, and the Communication REmo

Lecture 22 Module 5 Supplemental Presentation & Slides

Section 6: Module 6: Creating & Protecting Your Future

Lecture 23 Creating & Protecting Your Future

Lecture 24 Essential Money Conversation Checklist

Lecture 25 Financial Plan

Lecture 26 Communication Skills: Stories & Interpretations

Lecture 27 Module 6 Supplemental Presentation & Slides

Section 7: Module 7: Fulfilling on Your Plan

Lecture 28 Sharing Financial Roles

Lecture 29 Executing Your Plan

Lecture 30 Communication Skills: Boundaries

Lecture 31 Module 7 Supplemental Presentation & Slides

Committed couples who are experiencing tension or overwhelm around their finances and desire more clarity, peace of mind, and partnership