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Clientele Date FINANCIALPLANNINGSERVICESAGREEMENT ThisFinancialPlanningServicesAgreement(agreement)isbyandbetweenHedgesWealthManagement, LLC(herein referredtoasAdvisor), and CLIENTELE (hereinreferredtoasClient),

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How to fill out financial planning agreement

01

Step 1: Gather all necessary financial documents such as bank statements, tax returns, and investment statements.

02

Step 2: Review the financial planning agreement provided by the financial planner or advisor.

03

Step 3: Fill out your personal information, including your name, address, and contact details.

04

Step 4: Specify the scope of the financial planning services you require, such as retirement planning, investment management, or risk assessment.

05

Step 5: Indicate your goals and objectives related to your financial planning, such as saving for education or purchasing a house.

06

Step 6: Provide all relevant financial information, including your income, expenses, debts, and assets.

07

Step 7: Read and understand the terms and conditions specified in the agreement, including the fees and compensation structure.

08

Step 8: Sign and date the financial planning agreement.

09

Step 9: Keep a copy of the agreement for your records.

10

Step 10: Review the agreement periodically and make any necessary updates or amendments as your financial situation changes.

Who needs financial planning agreement?

01

Anyone seeking professional financial planning advice and assistance can benefit from a financial planning agreement. This includes individuals who want to create a personalized financial plan, achieve specific financial goals, navigate complex financial situations, or ensure their financial stability for the future. Financial planning agreements are commonly used by individuals, families, business owners, retirees, and anyone else who wants to effectively manage their finances and make informed financial decisions.

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What is financial planning agreement?

A financial planning agreement is a document that outlines the terms and conditions of the financial planning services to be provided by a financial planner to a client.

Who is required to file financial planning agreement?

Both the financial planner and the client are required to file a financial planning agreement.

How to fill out financial planning agreement?

To fill out a financial planning agreement, both parties must provide their personal and financial information, outline the scope of services to be provided, and agree on the fees and payment terms.

What is the purpose of financial planning agreement?

The purpose of a financial planning agreement is to clarify the expectations and responsibilities of both the financial planner and the client, and to ensure that the financial planning services are provided in a professional and ethical manner.

What information must be reported on financial planning agreement?

The financial planning agreement must include the names and contact information of both parties, the scope of services to be provided, the fees and payment terms, and any other relevant terms and conditions.

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