Couples Financial Planning Meeting Scheduler

Couples Financial Planning Meeting Scheduler

Planning your financial future together is one of the most important conversations you'll have as a couple. This Couples Financial Planning Meeting Scheduler helps you book a comprehensive session with a financial advisor while gathering essential information about your combined income, debt levels, financial goals, and account preferences upfront.

Why use this template?

This form streamlines the scheduling process for financial advisors, wealth managers, and financial planning firms working with couples. By collecting key financial information before the meeting, advisors can:

• Come prepared with tailored recommendations
• Maximize the value of the first consultation
• Identify potential conflicts or alignment in financial goals early
• Create a more efficient and productive planning session

Built for financial professionals and couples

Whether you're a financial advisor, certified financial planner, wealth management firm, or independent consultant, this template makes it easy to coordinate dual schedules while understanding each partner's financial perspective. The form captures both individual and joint financial details, helping you assess compatibility and create customized strategies.

Automate your financial planning workflow

Take your client intake to the next level with Stepper (stepper.io), Paperform's AI-native workflow automation tool. Automatically send meeting confirmations, create follow-up tasks in your CRM, generate personalized preparation guides based on the couple's goals, or trigger document requests—all without manual data entry.

With Paperform's calculation fields and conditional logic, you can even build dynamic financial assessments right into your scheduler, showing couples instant insights about their combined financial picture while they book.

Start using this template today and transform how you onboard new couples into your financial planning practice.