The Love Meets Wealth Course

Module 1: Welcome to Love Meets Wealth

Lesson:

• Introduction to the Love Meets Wealth Course: The Vision and Purpose
• Meet Attorney Deveney Wells-Gibson, The Prenup Queen
• How to Get the Most Out of This Journey

Activity:

✅ No formal worksheet – Just bring your full self and an open mind!

Module 2: Setting the Stage

Lesson:

• Reflect on how your personal financial background affects your relationship
• Clarify your intentions and goals as a couple
• Learn how to have emotionally safe and productive financial conversations

Activity:

✅ Money Date Cards – Use our thoughtful prompts to guide your first “money date” and ease into open financial discussions.

Module 3: Financial Harmony for Couples

Lesson:

• Discover why financial alignment matters in long-term relationships
• Learn tools to navigate money disagreements with empathy
• Explore each other’s financial habits, values, and behaviors

Activity:

✅ Understanding Your State’s Law – Learn your state’s default laws around marriage and money so you can make empowered decisions together.

Module 4: What’s The Vision? Share Your Dreams

Lesson:

• Share and explore your individual and joint goals
• Learn how to set financial goals as a couple
• Align your visions for your relationship, lifestyle, and future

Activity:

✅ The Vision Venn Diagram Worksheet – Map out your shared and individual dreams to visualize where your goals align and where they may need discussion.

Module 5: Understanding Your Individual Financial Situations

Lesson:

• Take inventory of your income, expenses, assets, and debts
• Understand your net worth and how it’s calculated
• Learn what your credit score means and how it affects your partnership

Activity:

✅ The Income and Expense Worksheet
✅ The Net Worth Workbook – Complete these practical tools to get clear on your personal financial standing and use them to build trust and transparency.

Module 6: Merging Finances and Assets

Lesson:

• Understand how to combine assets and liabilities thoughtfully
• Learn the implications of filing taxes as a married couple
• Begin strategizing how to financially operate as a team

Activity:

✅ No formal worksheet – Engage in collaborative discussions and planning exercises around combining accounts, managing debt, and planning your tax approach.

Module 7: Building the Future Together

Lesson:

• Learn how to plan for emergencies, insurance, retirement, and investing
• Understand the basics of estate planning and asset protection
• Explore the role of prenuptial agreements in long-term planning

Activity:

✅ Debt Payoff Workbook – Use this tool to build a realistic debt elimination plan that supports both your short-term peace of mind and long-term goals.

Module 8: Course Conclusion and Next Steps

Lesson:

• Discover how to keep your financial harmony alive through all of life’s changes
• Learn how to adapt your financial plan over time as your relationship evolves
• Reflect on your growth and celebrate your progress as a couple

Activity:

✅ No formal worksheet – You’ll engage in a guided discussion to revisit your goals, reflect on your alignment, and commit to regular “money check-ins” moving forward.

Bonus: Wedding Planning Budget

Lesson:

• Learn how to plan a wedding that honors both your financial values and your relationship goals
• Get practical tips for sticking to a budget without sacrificing meaning or magic

Activity:

✅ Wedding Budget Planner – Use this planning tool to create a budget that aligns with your joint vision and keeps financial stress out of your big day.