Common Contracts
1 similar Ongoing Service Agreement contracts
ONGOING SERVICE AGREEMENT PACKAGESOngoing Service Agreement • October 28th, 2020
Financial planning should not be viewed as a one-off event, but as an ongoing process. The one certainty of any financial plan is that circumstances will continue to change. These changes may be external ones such as changes in investment markets or the economy, or changes in your personal circumstances such as your family situation or your health. It is therefore imperative that your wealth & risk management strategies are reviewed regularly and adjusted as needed. An important part of what we do is to keep you accountable to your goals & to make sure you stay on track to what you wanted to achieve. As such, we recommend that you opt in to one of our ongoing service agreement options.
