Common Contracts
1 similar Financial Planning Agreement contracts
Agreement and DisclosuresFinancial Planning Agreement • February 16th, 2022 • New York
Financial Planning Services. Client has retained Planner to prepare a written financial plan based on Client’s individual financial needs and circumstances as relayed to Adviser by Client from time to time, which may include, without limitation, via questionnaires, correspondences, conversations and other modes of communication (collectively, “Client Disclosures”). Client authorizes Planner to enter into such agreements and make such representations as may be necessary or proper in connection with the performance of its duties under this Agreement. Because the financial plan will be based on the information that Client provides to Planner, the completeness and accuracy of the information provided in the Client Disclosures is very important. Once Client has received the written financial plan, Client will have the sole responsibility for determining whether to implement the recommendations contained therein.
