Common use of Financial Planning Services Clause in Contracts

Financial Planning Services. AEWM shall provide Client with the following financial planning services as marked below (the “Services”). In connection with the provision of Services, AEWM may provide Client with written documentation of its analysis and recommendations This documentation will be referred to as a “Deliverable” in this Agreement. AEWM and Client may agree to the provision of additional Services subject to a written addendum to this Agreement in the form attached to this Agreement as Schedule A. □ (client initial) Full financial plan, which typically addresses the following topics: Investment Planning, Retirement Planning, Insurance Planning, Education Planning, Portfolio Review, Asset Allocation, and Real Estate Planning. This financial plan will include a comprehensive written deliverable for the Client. □ (client initial) Financial consulting or partial financial plan concerning the following specific topics with the following specified Deliverables:

Financial Planning Services. AEWM shall provide Client with the following financial planning services as marked below (the “Services”). In connection with the provision of Services, AEWM may provide Client with written documentation of its analysis and recommendations This documentation will be referred to as a “Deliverable” in this Agreement. AEWM and Client may agree to the provision of additional Services subject to a written addendum to this Agreement in the form attached to this Agreement as Schedule A. □ (client initial) Full financial plan, which typically addresses the following topics: Investment Planning, Retirement Planning, Insurance Planning, Education Planning, Portfolio Review, Asset Allocation, and Real Estate Planning. This financial plan will include a comprehensive written deliverable for the Client. □ (client initial) Financial consulting or partial financial plan concerning the following specific topics with the following specified Deliverables: