Common Contracts

Financial Planning Agreement & Engagement

Financial Planning Agreement • May 20th, 2022 • Washington

• Contract Type
  Financial Planning Agreement
• Filed
  May 20th, 2022
• Jurisdiction
  Washington

THIS AGREEMENT between Bridge Capital Consulting, LLC (“Adviser”) and the Client, is in effect from the time Adviser receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Adviser to provide financial planning for the Client, and/or advisory services for the Client’s investment account(s).