Common Contracts
2 similar Financial Planning Agreement contracts
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • February 17th, 2021
This AGREEMENT is entered into between Presper Financial Architects, LLC (“Advisor” or “we” or “us”) and (“Client” or “you”). This Agreement is intended to outline the responsibilities of the parties with regard to the financial planning services to be provided by Advisor.
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • January 18th, 2021
This AGREEMENT is entered into between Presper Financial Architects, LLC (“Advisor” or “we” or “us”) and (“Client” or “you”). This Agreement is intended to outline the responsibilities of the parties with regard to the financial planning services to be provided by Advisor.
