All You Need To Know To Hire A Qualified, CouplesInTrouble-Approved Financial Planner.


A Valuable Free Service from CouplesInTrouble


  1. Please complete the short questionnaire below to enable us to recommend up to three highly qualified, certified Financial Planners in your area.
  2. When a CouplesInTrouble-Approved Financial Planner contacts you, ask the following questions
    (you will be contacted by up to 3 Financial Planners):
    • What experience do you have in handling individuals who are in separations or are newly divorced?
    • What are your qualifications?

      Are you a:
      Certified Financial Planner
      Certified Public Accountant
      Personal Financial Specialist
      Chartered Financial Consultant
    • Will you be the main person working with me?
    • How much do you typically charge and how are you paid for your services, and how are you paid?
      Fee
      Commission
      Fee+Commission
      Salary
    • Do you have experience in providing advice on the following topics? And how many years experience in each?
      Tax planning
      Insurance planning
      Investment planning
      Estate planning
      Retirement planning
    • Do you provide a written client engagement agreement?
  3. Select the CouplesInTrouble-Approved Financial Planner you feel best serves your needs.


Quote for Services Form

 All fields marked with an "*" are required in order to submit this form.
 
 
*Name
*Email *Confirm Email
*Phone City
*State Zip Code

 

What financial services do you need? Check all that apply:
Planning Services
 
Financial Retirement Estate College Tax Plan Review
 
Investment Services
 
Investment Advice Money Management Portfolio Review
 
Additional Services
 
Credit Counseling Debt Consolidation

We require two estimates from you to help us match you to the advisors' minimum client requirements.
 
Approximate Net Worth
 
Estimated Available Assets

Do you have a specific request or question to ask the Financial Planner?