Financial Planning Services AgreementFinancial Planning Services Agreement • September 25th, 2013 • Idaho
Please review this Financial Planning Services Agreement (“Agreement”) carefully as it sets forth the understanding between Table Rock Financial Planning, LLC ("TRFP" or “Advisor”) and you
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • April 24th, 2018
Investment Advisors, Inc. d/b/a CIS Wealth Management Group (herein referred to as “Advisor”), and (herein referred to as “Client”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • January 27th, 2020
, ("Client") and Christian Investment Advisors, Inc. d/b/a CIS Wealth Management Group (herein referred to as “Advisor”) a registered investment adviser, on the date this Agreement is accepted by Adviser. Client, being duly authorized, hereby agrees to employ and retain Adviser to provide financial planning services to Client in accordance with the following terms and conditions.
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • March 28th, 2012
WHEREAS, Client desires to retain Adviser for the purpose of obtaining personalized financial planning advice on related financial matters;
FINANCIAL SERVICES PLANNING AGREEMENTFinancial Planning Services Agreement • December 29th, 2022 • Michigan
This Financial Planning Services Agreement (the “Agreement”) is between the undersigned party (herein referred to as “Client” or “you”) and Lifeworks Advisors, LLC, 4095 Park East Court, Suite C, Grand Rapids, MI 49546 (herein referred to as the “Advisor”, also doing business as the entities listed on Part 1 of the Advisor’s Form ADV) to provide Client with financial planning services as indicated in Item 1 of this Agreement.
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • March 12th, 2021
This Financial Planning Services Agreement (the “Agreement”), dated as of , is by and between Valori Solutions LLC (herein referred to as “Advisor”), and , (herein referred to as “Client”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • January 3rd, 2025
This Financial Planning Services Agreement (the “Agreement”), dated as of , is by and between Waypoint Financial Planning LLC (herein referred to as “Advisor”), and
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • September 15th, 2015
this day of , 20 . In consideration of the mutual benefits to be derived from this agreement, it is understood and agreed as follows:
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • March 12th, 2021
d/b/a Christian Investment Advisors a/k/a CIS Wealth Management (herein referred to as “Advisor”), and (herein referred to as “Client”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • March 25th, 2020 • Maine
(herein referred to as “Client”) and Penobscot Wealth Management d/b/a Penobscot Financial Advisors, a registered investment adviser, whose mailing address is One Monument Square, Suite 501, Portland, Maine 04101 (herein referred to as the “Advisor”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
Edward Jones Branch Office Financial Planning Services AgreementFinancial Planning Services Agreement • October 9th, 2024 • Missouri
This Edward Jones Branch Office Financial Planning Services Agreement (the “Agreement”) signed by me (collectively, the “Client,” “me,” “my” or “I”) constitutes a binding contract between me and Edward D. Jones & Co., L.P. (“Edward Jones”) with respect to the financial planning services described herein (“Branch Office Financial Planning Services”) and is for the limited purposes of providing the Branch Office Financial Planning Services. I am a natural person of legal age with the ability to enter into this Agreement.
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • September 12th, 2020 • South Carolina
This Financial Planning Services Agreement (the “Agreement”) is by and between Hedges Wealth Management, LLC (herein referred to as “Advisor”), and CLIENT NAME (herein referred to as “Client”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
