Course curriculum

  • 1

    Welcome to the Course!

    • Welcome to Pathways to Prosperity: Engaged & Newlywed Couples!

    • Your Workbook

  • 2

    Module 1: Your Money & Relationships Story

    • Couples Money Personality Quiz

    • Your Money & Relationships Story

    • Icebreakers, Questions, and Topics

    • Communication Skill: Open-Ended Questions

    • Module 1 Presentation & Slides

  • 3

    Module 2: The 4 Essentials

    • The 4 Essentials + Your Financial Master Spreadsheet

    • Unhealthy Money Talks: The Cycle

    • Communication Skill: "I" Statements

    • Module 2 Presentation & Slides

  • 4

    Module 3: Your Future + Your Priorities

    • The Future

    • Your Financial Priorities

    • Communication Skills: Reflection & Summarization

    • Module 3 Presentation & Slides

  • 5

    Module 4: Values-Based Budgeting

    • The 4 Expense Categories

    • Debts Tab (Spreadsheet)

    • Communication Skill: Validation & Empathy

    • Module 4 Presentation & Slides

  • 6

    Module 5: Account Structures + Your Financial Plan

    • Wants & Costs

    • Your Financial Plan

    • Account Structures

    • Prenuptial & Postnuptial Agreements

    • Essential Money Conversation Checklist

    • Module 5 Presentation & Slides

  • 7

    Module 6: Fulfilling on Your Plan

    • Sharing Financial Roles

    • Executing Your Plan

    • Communication Skill: Acknowledgment, Responsibility, and the Communication REmodel

    • Module 6 Presentation & Slides