Common Contracts

F I N A N C I A L P L A N N I N G A G R E E M E N T

Financial Planning Agreement • April 9th, 2020 • Texas

• Contract Type
  Financial Planning Agreement
• Filed
  April 9th, 2020
• Jurisdiction
  Texas

(hereinafter referred to as “you” or “your”), and New Dimensions Wealth Management, L.L.C., a registered investment adviser, whose mailing address is: 550 S. Watters Drive, Suite 242, Allen, Texas 75013.