Couples Financial Planning Referral Form

Streamline Your Couples Financial Planning Referrals with Paperform

Finding the right financial advisor is crucial for couples looking to build a secure future together. This couples financial planning referral form template helps financial advisors, wealth managers, and financial planning firms capture qualified referrals while simultaneously gathering essential information about the couple's financial situation, goals, and planning needs.

Why This Template Works for Financial Professionals

This template goes beyond a simple referral form—it's a comprehensive intake tool that assesses financial compatibility, uncovers planning opportunities, and qualifies leads before your first consultation. By combining referral tracking with a financial goals alignment assessment, you'll understand each couple's priorities, challenges, and readiness to engage your services.

The form captures critical data including debt overview, asset inventory, retirement planning interests, and timeline expectations. This upfront information allows you to prepare personalized recommendations and demonstrate value from the very first meeting. Plus, the built-in comprehensive plan discount incentive encourages referrals while rewarding both the referrer and the new clients.

Perfect for Financial Advisors, Wealth Managers & Planners

Whether you're an independent financial advisor, part of a wealth management firm, or running a financial planning practice, this template helps you build a referral-driven growth strategy. It's ideal for professionals who specialize in couples financial planning, retirement planning, debt management, or holistic wealth management.

The conditional logic in this form ensures couples only see relevant questions based on their situation, creating a personalized experience that increases completion rates. Paperform's calculation features can even estimate potential savings or retirement gaps on-the-spot, adding immediate value.

Automate Your Financial Planning Workflow

Connect this form to your CRM using Paperform's native integrations with HubSpot, Salesforce, or other financial services platforms. Use Stepper (stepper.io) to automatically trigger follow-up sequences: send welcome emails, schedule discovery calls, deliver educational content, or assign leads to specific advisors based on planning needs or asset levels.

With Paperform's payment integrations, you can even collect consultation deposits or planning fees directly through the form. And when it's time to formalize the engagement, use Papersign (papersign.com) to send advisory agreements, fee disclosures, and other compliance documents for eSignature—keeping everything connected to the original referral for a complete client record.

Trusted by Financial Professionals Worldwide

Built on Paperform's SOC 2 Type II compliant platform, this template meets the security and privacy standards expected in financial services. Customize the branding, adjust questions to match your planning philosophy, and embed it on your website or share via custom domain for a seamless, professional experience that converts referrals into long-term client relationships.