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FINANCIAL PLANNING AGREEMENT between Client(s) &, Joint Tenant sand Sparrow Wealth Management (SUM)1.PURPOSE OF THE AGREEMENT. This agreement is to confirm our understanding of the terms and conditions
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How to fill out hourly financial planning agreement

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How to fill out hourly financial planning agreement

01
Read the agreement carefully to understand its terms and conditions.
02
Fill in your personal information, including your name, address, and contact details.
03
Provide information about your current financial situation, including your income, expenses, and assets.
04
Specify the hourly rate for the financial planning services.
05
Define the scope of the agreement, including the specific services to be provided and any limitations.
06
Sign and date the agreement to indicate your acceptance of the terms.
07
Keep a copy of the agreement for your records.

Who needs hourly financial planning agreement?

01
Hourly financial planning agreements are beneficial for individuals and families who require occasional financial advice or assistance.
02
Freelancers or self-employed individuals who need help managing their finances on an hourly basis can also benefit from this type of agreement.
03
People who are looking for specific financial guidance or advice on particular aspects of their finances without committing to a long-term financial planning relationship may find hourly agreements suitable.
04
Additionally, individuals who want to have more control over the frequency and duration of their financial planning engagements may opt for hourly agreements.
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An hourly financial planning agreement is a contract between a financial planner and a client that specifies the terms under which the planner will provide financial advice and services billed at an hourly rate.
Individuals seeking financial planning services who have agreed to an hourly rate with a financial planner are typically required to have a written hourly financial planning agreement.
To fill out an hourly financial planning agreement, clients should provide their personal information, clearly outline the services requested, specify the hourly rate, and include any other relevant terms and conditions.
The purpose of an hourly financial planning agreement is to establish a clear understanding between the financial planner and client regarding the services to be provided, the rates, and the expectations for payment for those services.
The hourly financial planning agreement should report the client's and planner's personal details, the scope of services, the hourly rate, payment terms, and any additional fees or conditions.
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