Common Contracts
1 similar Financial Planning and Wealth Management Services Agreement contracts
Cape Investment Advisory, Inc.Financial Planning and Wealth Management Services Agreement • April 13th, 2023 • Georgia
This holistic service offered by Advisor may combine both Financial Planning and Portfolio Management in a carefully integrated process. Financial Planning includes the setting of goals and objectives, a detailed assessment of your current situation, the development of specific strategies designed to help you achieve your stated goals, and the presentation of a thorough written plan. Your plan will incorporate your personal values with the financial elements of your life, including investments, insurance, taxes, retirement, savings and estate planning. Portfolio Management is tailored to support your specific Financial Planning objectives and includes the establishment of an appropriate Investment Policy and the design, implementation and monitoring of your investment portfolio. Your portfolio will be specifically designed to help you achieve your goals and objectives, taking into consideration your values and your stage of life.
