Comprehensive Financial Planning. The fee for providing comprehensive financial planning is based on the time required to prepare the financial plan. The fee for this service is based on an hourly basis.
Comprehensive Financial Planning. Adviser will collect the pertinent data, conduct personal interviews with the Client, and present a comprehensive written financial plan to the Client.
Comprehensive Financial Planning. After review of all important client information and objectives and mutually agreed upon assumptions, BLK will analyze client’s financial situation including: net worth (assets-liabilities), cash flow(current and projected), risk management, investment portfolio, and any other particular needs as requested by client, i.e. insurance and/or retirement needs, and estate planning and tax considerations. Upon completion of the analysis, BLK will make recommendations including suggested strategies to achieve client’s stated objectives. BLK will provide client with a written report of all analysis and recommendations. In the event client wishes to engage BLK to provide additional services, mutually established terms will be agreed upon for the continuation of services. Client can at their discretion follow or disregard any information or recommendations. Client makes, and is fully responsible for, all decisions related to advice given.
Comprehensive Financial Planning. If the Client selects “Comprehensive Financial Planning” in Schedule A of this agreement, the Adviser will provide on•going financial planning. Adviser hereby accepts the appointment as financial planner and investment adviser for the Relationship and agrees from and after the effective date, as referred to in the Fee Schedule attached hereto as Schedule A, (a) to develop initial financial plan, assist Client with implementing recommendations and action items, update, monitor, and modify financial plan as needed; (b) the Adviser will determine a target Portfolio allocation between various asset classes (such as stocks and bonds) that is designed to be consistent with the investment objectives communicated by the Client to the Adviser. The Adviser will periodically review the Portfolio and implement changes that the Adviser deems appropriate. The Adviser may change the target asset class allocations, and/or the specific assets held in the Portfolio. Investment Management Services: If the Client selects “Investment Management Services” in Schedule A of this agreement, the Adviser will determine a target Portfolio allocation between various asset classes (such as stocks and bonds) that is designed to be consistent with the investment objectives communicated by the Client to the Adviser. The Adviser will periodically review the Portfolio, implement changes that the Adviser deems appropriate, and meet with the Client at least annually to review accounts and Client objectives. The Adviser may change the target asset class allocations, and/or the specific assets held in the Portfolio. The Adviser will provide its services on a discretionary basis, and will not give advance notice or seek the Client’s consent for any changes to the Portfolio. The Client is responsible for informing the Adviser of any changes in the Client’s financial circumstances, investment objectives, and any other information provided by the Client to the Adviser under this agreement. The Client is responsible for reviewing trade confirmations and account statements provided by the Portfolio’s custodian. The Adviser will not provide ongoing services to the Client or the Portfolio, except as noted above.
Comprehensive Financial Planning. After a thorough review of all pertinent Client provided data and objectives and mutually agreed upon assumptions, the Adviser will analyze the Clients financial situation including, but not limited to: net worth (assets and liabilities), corporate benefits, cash flow strategies (current and projected), retirement planning, risk management, investment portfolio, specific financial needs as determined by the client (buy-sell agreement, business succession, exit planning), insurance, and tax and estate planning considerations. Upon completion of the analysis, the Adviser will make recommendations including suggested strategies to achieve Client’s stated objectives. The Adviser will provide Client with a written report of all analysis and recommendations. Theengagement shall be completed within five months from the date this agreement is executed. In the event Client wishes to engage the Adviser to provide additional services Client and Adviser will establish mutually agreed upon terms for the continuation of services. The Client will be required to sign a new Client agreement and additional fees may apply for additional reviews. □ Specific/Modular Financial Planning: The Adviser will review all pertinent data provided by the Client, including their objectives, and mutually agreed upon assumptions and will prepare an analysis limited to the topics selected below by the Client. The Adviser will provide Client with the written report(s) of all the relevant analysis and recommendations to assist Client specific financial planning needs. The engagement shall be completed within month(s) from the date this agreement is executed. □ Budgeting and cash flow □ Tax management □ Qualified plan design □ Debt management □ Estate planning □ Non-qualified plan design □ Investment Strategy □ Risk management □ Business succession planning □ Retirement planning □ College funding □ Executive compensation □ Employer retirement plan □ Retirement cash flow analysis □ Other: Payment Type: Adviser will provide financial consulting services on the following basis (check one): Fees □ Hourly Rate The Client will pay the Advisor, for compensation for its services under this Agreement, an hourly financial planning fee at a rate of $ per hour payable 50% upon acceptance this Agreement and 50% upon completion of the engagement deliverables. Estimated Fee or Time Allotment for the Financial Planning Agreement is: .
Comprehensive Financial Planning. After a thorough review of all pertinent Client data, objectives and mutually agreed upon assumptions, the Advisor will analyze the client situation. Upon completion of the analysis, the Advisor will make recommendations including strategies to achieve Clients stated objectives. The Advisor will provide the client with a written report of analysis and recommendations. In the event the client wishes to engage the Adviser to provide additional services, Client and Advisor may, if they haven't done so prior to this, will establish a mutually agreed upon terms for the continuations of services. The Client may be required to sign a new client Financial Planning and Investment Advisory Agreement and Fee Schedule. Additional fees may apply for additional analysis and review if not previously agreed upon. (*see “Fee Schedule”)
