Common Contracts

FINANCIAL PLANNING AGREEMENT

Financial Planning Agreement • February 28th, 2023

• Contract Type
  Financial Planning Agreement
• Filed
  February 28th, 2023

This Financial Planning Agreement (“Agreement”) specifies the terms and conditions between New Capital Management LP (“Advisor”), a Texas limited partnership with offices at 3355 West Alabama Street, Suite

FINANCIAL PLANNING AGREEMENT

Financial Planning Agreement • March 31st, 2021 • Texas

• Contract Type
  Financial Planning Agreement
• Filed
  March 31st, 2021
• Jurisdiction
  Texas

This Financial Planning Agreement (“Agreement”) specifies the terms and conditions between New Capital Management LP (“Advisor”), a Texas limited partnership with offices at 4119 Montrose Boulevard, Suite 400, Houston, TX, 77006, and (“Client”), whose mailing address is