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SUMMERS FINANCIAL MANAGEMENT 144 S. 14th Street P.O. Box 1552 Saint Helen's, Oregon 97051 (503) 3971545 www.sommersfinancial.comFinancial Planning Agreement Part I: Parties to the Agreement This Agreement,
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How to fill out financial planning agreement

01
Start by downloading a financial planning agreement template or obtaining one from your financial planner.
02
Read through the agreement carefully to understand the terms and conditions.
03
Fill out your personal information, including your name, address, and contact details.
04
Provide details of the financial planner or advisor involved in the agreement.
05
Specify the scope of financial planning services to be provided.
06
Include any fees or compensation arrangements agreed upon.
07
Outline the duration or term of the agreement.
08
Review the agreement for accuracy and completeness.
09
Sign the agreement along with the financial planner or advisor.
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Keep a copy of the agreement for your records.

Who needs financial planning agreement?

01
Anyone seeking professional financial planning services can benefit from a financial planning agreement.
02
Individuals or families who want to ensure their financial goals are met and their assets are managed effectively should consider a financial planning agreement.
03
Financial planning agreements are commonly used by individuals who want assistance with budgeting, wealth management, retirement planning, tax planning, estate planning, and investment strategies.
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Both individuals and businesses may require a financial planning agreement to ensure proper financial guidance and planning for their financial future.
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A financial planning agreement is a written agreement that outlines the terms and conditions of the financial planning services provided by a financial planner to a client.
Both the financial planner and the client are required to file a financial planning agreement.
The financial planning agreement can be filled out by both parties, detailing the services to be provided, the fees involved, and any other terms and conditions.
The purpose of a financial planning agreement is to establish a clear understanding between the financial planner and the client regarding the scope of the services to be provided and the associated fees.
The financial planning agreement should include details such as the services to be provided, the fees involved, payment terms, termination clauses, and any other relevant information.
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