Prepared for: Prepared by: Curtis McNeill Certified Mortgage and Divorce Planner CERTIFIED DIVORCE PLANNING PROFESSIONAL CODE OF ETHICS AND STATEMENT OF CORE VALUES: Certified Divorce Planning Professionals are committed to bringing clarity and harmony to their client’s lives by planning and protecting their CRADLE, ensuring that their client leaves their divorce independent and fiscally int act. Planners accomplish this through a strict adherence to the following professional code: 1. Planners commit to a strict guide of confidentiality and will only release information to others on the divorce team with written permission of their client. 2. The planner’s recommendations are always made in the best interest of their client. 3. Planners will never sell their or another’s product while ret ained. 4. Planners will openly acknowledge their lack of expertise in a specific area and make for appropriate recommendations of a service provider. 5. Planners commit to never t ake part in a conspiracy to disenfranchise a spouse and or the legal system. 6. Planners are obligated to treat their client and their family with the utmost of respect, sympathy and empathy and to never pass judgment on the client or their divorcing spouse.
Blueprint M&D Planning 1420 Cypress Creek Rd., Cedar Park, TX 78613
PHONE 512-335-6601 FAX 866-378-6983
curtis@blueprintmtg.com www.blueprintmtg.com