Pathways to Prosperity:
On-Demand Program

 

for Couples who Prefer a “DIY” Approach to
Financial Clarity, Stability, Peace of Mind & Partnership

Why Now?

Money is and always has been a top cause of stress, fighting, and divorce.

The challenges of a pandemic have probably only made that worse.

You may be feeling overwhelmed by it all, avoiding it, or even fighting about money.

It can go a different way.

This online program will guide you to a healthy relationship with money and your partner.

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, secure financial future - even during 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 goals

Why It Matters

Many 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

✔️ 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 happen

This is not for couples who:

❌ Want a magic bullet, overnight fix, or financial plan simply handed to them

❌ Prefer to make financial decisions + plans completely separately

❌ 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 thorough presentation packed with powerful, experiential exercises to help you create financial intimacy and get on the same page

About Your Course Creator

I am a Couples Financial Coach who loves helping couples get on the same page, minimize their financial stress, and build healthy financial futures. As a Certified Mediator, a Lawyer, and a former Financial Advisor, I offer private coaching and programs so that you can have the teamwork, peace of mind, and financial freedom that you want and deserve.

Bonus Items! 🎁

✔️ A comprehensive program workbook

✔️ Complete Access to all online course content for a full year

✔️ A $200 credit when you upgrade to a private coaching program within 60 days of enrollment (optional)

Frequently Asked Questions

  • Try this model:

    "I've been thinking about our finances lately and feeling [nervous, uncertain, etc.]. I think we could [achieve our goals] even more effectively if we got on the same page. When's a good time to talk about this more?"

    For an in-depth guide, paste this URL into your browser: bit.ly/startingthemoneytalk

    Overall: just get your partner to the consultation, and I'll handle things from there!

  • The program consists of 7 modules designed to be completed over 12 weeks. For each module, expect 15-45 minutes total of activities + videos.

  • Then you can have it! You can upgrade to a private coaching package at any time, and if you do so within 60 days of enrollment, you’ll receive a $200 credit!

  • Nope! Whatever knowledge you bring is great, and also I'll show you everything you need to know from the ground up!

  • Yes! I have transcribed all course videos. The workbook is available as a PDF. If there's more I can do, please let me know.

Cost: $395

To find out if Pathways to Prosperity is for you, please schedule your complimentary Financial Harmony Consultation: