Here is the complete course syllabus for the two-day program titled “Easy Steps to the Power of Two and Legacy Wealth Building for Couples,” taught by Coach Greb. This unique experience is part of the Teach Me Money™ Easy Steps Series and may be taken independently or as one of the featured modules in the 12 Easy Steps to Financial Empowerment Bundle. It is offered in partnership with the ISBF Institute and the Financial Power Institute.

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COURSE SYLLABUS

Easy Steps to the Power of Two and Legacy Wealth Building for Couples

Instructor: Coach Greb
Course Duration: Two Days (3 hours per day)
Languages Available: English, French, Spanish, and others upon request
Delivery Formats: Zoom (Online), Onsite (Lawrenceville, GA), or at Approved Partner Locations
Course Fee: $59 per couple
Website: https://Isbfinstitute.com/easysteps
Organized by: ISBF Institute and the Financial Power Institute

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COURSE OVERVIEW

Easy Steps to the Power of Two and Legacy Wealth Building for Couples is a transformative course designed to help couples align their financial vision, build wealth in unity, and establish a strong legacy that benefits generations. Through practical instruction, guided exercises, and spiritual insight, Coach Greb leads couples through the financial, emotional, and structural dimensions of building together.

This course focuses not just on shared budgeting or saving, but on strategic financial harmony, legacy planning, ownership structures, and relationship dynamics that make or break wealth creation. Couples will explore how to create joint systems of trust, stewardship, and impact that reflect their shared purpose.

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COURSE BENEFITS

This course provides couples with a practical roadmap to unify their financial lives. Participants will gain tools to resolve money conflicts, plan collaboratively, and protect their family’s future. They will explore the building blocks of marital wealth, including income alignment, estate planning, shared financial goals, and values-based decision-making.

Couples will benefit from open dialogue, planning templates, and legacy vision exercises designed to deepen connection while strengthening financial competence.

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TARGET AUDIENCE

This course is ideal for:

• Married and engaged couples who want to build wealth together
• Long-term partners seeking to align financial goals and legacy vision
• Couples in business or investing partnerships
• Parents planning to transfer wealth to children wisely
• Participants of the 12-Step Financial Empowerment Series interested in deepening the legacy planning process with their spouse

No matter where couples are on their financial journey—starting out or refining a portfolio—this course meets them with clarity and strategy.

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COURSE OUTCOME

At the end of the course, couples will:

• Develop a shared financial vision and mission statement
• Learn wealth-building habits and principles unique to high-impact couples
• Create a joint financial roadmap for income, ownership, and investments
• Understand legacy-building tools including trusts, wills, family business structures, and insurance
• Finalize a personalized Legacy Wealth Building Plan for Couples
• Strengthen financial communication and mutual support

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COURSE PREREQUISITES

There are no formal prerequisites, but couples are encouraged to:

• Come prepared to share and listen openly
• Have a general idea of household income, expenses, and financial responsibilities
• Bring notebooks, financial data, or devices for completing planning tools

This course is designed for couples of all financial levels, from newlyweds to seasoned professionals.

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PARTICIPANT GUIDE

Each couple will receive:

• Power of Two Workbook (digital or print)
• Joint Financial Planning Templates
• Legacy Mapping Exercises
• Marital Wealth Harmony Checklist
• Trust and Asset Protection Starter Guide
• Access to select excerpts from The Power of Two: Rich Habits of Wealthy Couples by Coach Greb
• 30-Day Session Replay Access
• Certificate of Completion

All resources are designed for immediate application and long-term transformation.

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COURSE COST

The course is offered at $59 per couple, which includes:

• Two 3-hour live workshop sessions
• All templates and financial planning tools
• Guided reflection activities
• Post-course support and optional accountability
• Certificate of Completion

Couples can register online at https://Isbfinstitute.com/easysteps. Payments can be made via card, Zelle, or Cash App.

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FOLLOW-UP SOLUTION

Upon completion, each couple will finalize a Legacy Wealth Building Plan for Couples using downloadable templates or compatible industry tools such as MoneyGuide, Trust & Will, or legacy-focused Excel planners. The plan includes a shared vision statement, financial alignment assessment, asset transfer strategy, and intergenerational planning guide.

Couples may also opt into The Power of Two Legacy Coaching Circle for ongoing guidance, accountability, and support.

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COURSE SCHEDULE

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DAY 1 – BUILDING TOGETHER

Theme: “Unity Is Our Advantage”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Orientation and Welcome
  Introduction to the Power of Two framework and foundational principles.
• 0:15 – 0:45: Module 1 – Financial Unity: Shared Vision and Values
  Couples articulate a shared financial mission, identify personal and joint financial styles, and build alignment.
• 0:45 – 1:30: Module 2 – Joint Financial Systems: Budget, Accounts, and Goals
  Learn to create joint (or hybrid) systems for money management, communication, and long-term goal tracking.
• 1:30 – 2:00: Module 3 – Income Alignment and Asset Acquisition
  Explore how to combine income strategies, assign roles, and build shared assets (real estate, business, investments).
• 2:00 – 2:30: Module 4 – Building a Marital Financial Operating System (MFOS)
  Learn how to structure monthly and annual meetings, track wealth metrics, and resolve conflicts proactively.
• 2:30 – 3:00: Module 5 – Creating a Power Couple Plan
  Begin drafting a custom plan that reflects joint purpose, financial strategies, and legacy intentions.

Homework:
Couples complete their Joint Financial Alignment Worksheet and outline a shared legacy vision.

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DAY 2 – BUILDING FOREVER

Theme: “From Partnership to Posterity”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Reflection and Review
  Share insights from Day 1 and discuss breakthroughs and obstacles.
• 0:15 – 1:00: Module 6 – Legacy Assets: Wills, Trusts, Insurance, and Family Business
  Learn legal and financial tools for protecting assets, passing on wealth, and avoiding probate and confusion.
• 1:00 – 1:30: Module 7 – Financial Parenting and Inheritance Education
  Explore how to raise financially empowered children who continue and grow the family’s vision.
• 1:30 – 2:00: Module 8 – Protecting the Legacy
  Build systems that endure through adversity, including insurance, family foundations, and continuity plans.
• 2:00 – 2:30: Module 9 – Legacy Planning for Impact and Generational Influence
  Couples design giving strategies, business succession plans, and family wealth models.
• 2:30 – 3:00: Module 10 – Finalizing Your Legacy Wealth Building Plan for Couples
  Consolidate all learning into a structured plan and prepare for next steps post-course.

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CERTIFICATE OF COMPLETION

Couples who complete both sessions and submit their plan will receive a Certificate of Completion, awarded by the ISBF Institute and the Financial Power Institute. The course fulfills a requirement in the 12 Easy Steps to Financial Empowerment Series and may serve as a pre-requisite for advanced family legacy planning intensives.

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COURSE DELIVERY FORMATS

• Onsite Training:
  Financial Power Institute
  2070 Sugarloaf Parkway, Suite 600
  Lawrenceville, GA 30045
• Online via Zoom:
  Access to live teaching, interaction, breakout groups, and replays
• Custom Events:
  Delivered to churches, retreats, or family gatherings in English, French, Spanish, or other requested languages

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REGISTRATION

To register or reserve your spot in this course:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121