Couples’ Financial Power Retreat

Financial Power Retreat for Couples: The Power of Two

Objective: The objective of this financial retreat is to not only strengthen the financial foundation of couples but also to foster emotional healing, rekindle love, and provide ongoing support for their financial journey.

Program Benefits: Couples will leave the retreat with improved financial literacy and have:

• a deeper emotional connection,
• a clear understanding of each other’s financial values and goals,
• enhanced communication skills regarding money matters,
• and a personalized financial plan.
• Additionally, they will have access to ongoing wealth coaching to support their financial journey.

Course Content:

• Understanding Financial Mindsets and Values
• Effective Communication Strategies for Financial Discussions
• Setting Joint Financial Goals and Priorities
• Budgeting and Expense Tracking Techniques
• Debt Management and Reduction Strategies
• Investing Basics and Portfolio Diversification
• Retirement Planning and Wealth Building
• Estate Planning and Asset Protection
• Financial Decision Making as a Team
• Implementing Sustainable Financial Habits
• Emotional Healing Session
• Falling-in-Love-Again Dance
• Optional Sauna Session

Comprehensive Financial Plan and Financial Coaching for 12 Months 

This comprehensive financial retreat, combined with emotional healing and relationship rejuvenation sessions, aims to provide couples with the tools and support needed to thrive financially and emotionally in their relationship.

• Personalized Financial Plan: Each couple will receive a comprehensive financial plan tailored to their specific needs, goals, and financial situation. The plan will include strategies for budgeting, debt management, investment allocation, retirement planning, estate planning, and any other relevant financial considerations.
• Ongoing Financial Coaching: Following the retreat, couples will have access to ongoing financial coaching for a duration of 12 months. This coaching will include regular check-ins with a financial advisor to review progress, address any challenges or questions that arise, and adjust the financial plan as needed to ensure continued success towards their goals.
• Supportive Community: Couples will also have access to a supportive community of peers who have attended the retreat, providing opportunities for networking, sharing experiences, and accountability in their financial journey.
• NB: the 12-month Comprehensive Financial Plan and Coaching is billed separately.

 Retreat Program:

• Venue Name: Callaway Garden Resorts, Pine Mountain, Georgia
• Date: July 12th-14th, 2024
• Time: 9:00 AM – 5:00 PM (each day)
• Accommodation: Comfortable cabins with scenic views
• Banquet: Gala dinner on the evening of July 16th
• Food: Healthy meals and snacks provided throughout the retreat
• Dance: Optional social dance event on the evening of July15th
• Optional Sauna: Available throughout the retreat for relaxation and rejuvenation

Cost per Couple: $950 (includes accommodation, meals, retreat program, social events, emotional healing session, and ongoing wealth coaching)

Curriculum of Hands-On Training:

Day 1: July 12th

• Morning Session (9:00 AM – 12:00 PM):

• • Understanding Financial Mindsets and Values
  • Effective Communication Strategies for Financial Discussions

• Afternoon Session (1:00 PM – 5:00 PM):

• • Setting Joint Financial Goals and Priorities
  • Budgeting and Expense Tracking Techniques

• Evening Social Event (7:00 PM onwards):

• • Falling-in-Love-Again Dance to foster emotional connection and rejuvenation

Day 2: July 13th

• Morning Session (9:00 AM – 12:00 PM):

• • Debt Management and Reduction Strategies
  • Investing Basics and Portfolio Diversification

• Afternoon Session (1:00 PM – 5:00 PM):

• • Retirement Planning and Wealth Building
  • Estate Planning and Asset Protection

• Evening Gala Dinner (7:00 PM onwards):

• • Formal dinner with entertainment and networking opportunities

Day 3: July 14th

• Morning Session (9:00 AM – 12:00 PM):

• • Financial Decision Making as a Team
  • Implementing Sustainable Financial Habits

• Afternoon (1:00 PM onwards):

• • Personalized Consultations with Financial Advisors (optional, scheduled upon request)
  • Ongoing Wealth Coaching Information Session

REGISTRATION AND CONTACTS

Contact Information

ISBF Institute – Couples’ Program

• Address: 2070 Sugarloaf Parkway, Suite 600, Lawrenceville, GA 30045
• Phone: 678.919-1212, 1.800.604.4040
• Social Media: Follow us on Facebook, LinkedIn, Twitter, and YouTube (@isbfinstitute).
• Email: info@isbfinstitute.com
• Website: www.isbfinstitute.com

Join us today and embark on a transformative journey towards financial independence, entrepreneurial success, and personal well-being!