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Populus Wealth Guides, Courses & Toolkits
Expert-designed resources paired with personalized guidance to help you
make confident financial decisions for every stage of life.
Couples Harmony Toolkit
The Couples Harmony Toolkit is designed to help couples strengthen communication, deepen their connection, and approach important life and financial conversations with greater confidence. Through practical exercises, guided discussions, and actionable resources, the toolkit gives you a framework for having meaningful conversations together and continuing that progress beyond your one-on-one session.
To get started, simply click “Get the Toolkit.” From there, you’ll be guided through a personalized process designed to help you get the greatest value from both the toolkit and your private session.
Before Your Session
Prior to your meeting, you’ll receive the Couples Harmony Toolkit, including guided exercises, discussion prompts, and resources to work through together. We encourage you to complete as much of the toolkit as you can and share your materials with your Lead Wealth Manager before your Guided Session. Those who prepare in advance tend to get the most value from their time together, allowing your Wealth Manager to better understand your priorities, questions, and areas for discussion so your session can focus on providing personalized guidance and refining your next steps.
During Your Guided Session
During your private session with our Lead Wealth Manager, you’ll build on the work you’ve already completed, discuss your unique goals and circumstances, ask questions, and receive personalized guidance based on your relationship and financial journey.
After Your Session
You’ll leave with greater clarity around the conversations you’ve started, along with refined action steps and resources you can continue using together. The goal is for the Couples Harmony Toolkit to remain a practical resource you can return to as your relationship, priorities, and financial life continue to evolve.
How to Purchase Our Guides, Courses & Toolkits
1. Guided 1:1 Session & Toolkits
Click the "Get the Guide," "Get the Course," or "Get the Toolkit" button for the resource you'd like to purchase to begin the process.
2. Schedule Your One-on-One Session
You'll be invited to book a private one-on-one session with a member of the Populus Wealth team at a time that's convenient for you.
3. Complete Your Registration
Once your session is confirmed, you'll receive a secure AdvicePay link to complete your registration and payment.
4. Receive Your Guide, Course, or Toolkit
Following your session, you'll receive access to your purchased guide, course, or toolkit, along with any supporting resources discussed during your meeting so you can confidently take the next steps on your financial journey.
5. Attend Your One-on-One Session
During your meeting, we'll discuss your goals, answer your questions, and provide personalized guidance based on your unique financial situation and the resource you've selected
*As a registered wealth management firm, Populus Wealth follows applicable regulatory and compliance requirements for the delivery of educational resources and client services. As part of this process, payment is completed through a secure link after your one-on-one session is scheduled, and your guide, course, or toolkit is delivered following your meeting. This approach ensures each resource is provided in accordance with our compliance requirements while giving you the opportunity to receive personalized guidance and have your questions answered before getting started.