Common Contracts
2 similar Financial Planning and Consulting Services Agreement contracts
FINANCIAL PLANNING AND CONSULTING SERVICES AGREEMENTFinancial Planning and Consulting Services Agreement • July 24th, 2020 • Colorado
AGREEMENT, made this day of , between the undersigned party,________________________________________________________ (the “Client”) whose mailing address is ___________________________________________________and Integrated Financial Planning, P.C., a registered investment adviser, whose principal mailing address is 1800 East 3rd Avenue, Suite 103, Durango, CO 81301 (the “Planner”).
FINANCIAL PLANNING AND CONSULTING SERVICES AGREEMENTFinancial Planning and Consulting Services Agreement • August 11th, 2016 • Colorado
AGREEMENT, made this day of , between the undersigned party,________________________________________________________ (the “Client”) whose mailing address is ___________________________________________________and Integrated Financial Planning, P.C., a registered investment adviser, whose principal mailing address is 1800 East 3rd Avenue, Suite 103, Durango, CO 81301 (the “Planner”).
