Responsibilities of the Client. The Client will make every effort to participate in the financial planning process. Ultimately, it is the Client’s responsibility to implement SWM’s recommendations and make their financial plan work in their life.
Appears in 4 contracts
Samples: Financial Planning Agreement, Hourly Planning Agreement, Comprehensive Financial Planning Agreement
Responsibilities of the Client. The Client will make every effort to participate in the financial planning process. Ultimately, it is the Client’s responsibility to implement SWM’s recommendations and make their financial plan work in their life.
Appears in 3 contracts
Samples: Hourly Financial Planning Agreement, Financial Planning Agreement, Hourly Planning Agreement
Responsibilities of the Client. The Client will make every effort to participate in the financial planning process. Ultimately, it is the Client’s responsibility to implement SWM’s recommendations and make their financial plan work in their life. The Client has sole discretion to execute the financial plan.
Appears in 1 contract
Samples: Financial Planning Agreement
