Company Information

Get to know Couples Financial Planning & Coaching, LLC

Couples Financial Planning & Coaching, LLC is a Virginia-based Registered Investment Adviser founded by Rachel G. Scott, a Certified Financial Planner™ (CFP®) and Accredited Financial Counselor® (AFC®). The firm's mission is to empower couples by providing them with the knowledge, tools, and confidence to manage their finances collaboratively. It operates on a fee-only basis, focusing on holistic financial planning and coaching services rather than product sales, ensuring advice is in the clients' best interest.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Couples Financial Planning & Coaching, LLC

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.