Financial Planning Services Clause Samples
The Financial Planning Services clause defines the scope and nature of financial planning assistance provided under the agreement. It typically outlines the specific services offered, such as budgeting, investment advice, retirement planning, or tax strategies, and may detail how these services will be delivered—whether through regular meetings, reports, or digital tools. This clause ensures both parties have a clear understanding of what financial planning support will be provided, helping to set expectations and prevent misunderstandings regarding the advisor’s responsibilities.
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Financial Planning Services. During the Employment Period, the Company shall reimburse Executive or pay directly for financial and tax planning and preparation fees in an amount not to exceed $7,500 per year.
Financial Planning Services. In addition, if you elect to engage in a consolidated advisory fee relationship, your financial advisor will address your goals and needs through AFPS. Your financial advisor’s initial analysis will include
Financial Planning Services. The Executive shall receive financial planning services, on an in-kind basis, for a period of twenty-four (24) months following the date of Involuntary Termination. Such financial planning services shall include expert financial and legal resources to assist the Executive with financial planning needs and shall be limited to (i) current investment portfolio management, (ii) tax planning, (iii) tax return preparation, and (iv) estate planning advice and document preparation (including ▇▇▇▇▇ and trusts); provided, however, that the Company shall provide such financial services during any taxable year of the Executive only to the extent the cost to the Company for such taxable year does not exceed $25,000. The Company shall provide such financial planning services through a financial planner selected by the Company, and shall pay the fees for such financial planning services. The financial planning services provided during any taxable year of the Executive shall not affect the financial planning services provided in any other taxable year of the Executive. The Executive’s right to financial planning services shall not be subject to liquidation or exchange for any other benefit. Such financial planning services shall be provided in a manner that complies with Section 1.409A-3(i)(1)(iv).
Financial Planning Services. The Executive may, if the Executive so elects, receive financial planning services at the Company’s expense for a period of one (1) year following the Date of Termination, at a level consistent with the benefits provided under the Company’s financial planning program for the Executive as in effect immediately prior to the Date of Termination; provided, however, that the total amount of such services may not exceed the amount in effect under Code Section 402(g)(1)(B) for the calendar year that includes the Date of Termination.
Financial Planning Services. Employer shall pay for the financial planning and tax services of AYCO for Officer, including a full tax gross-up for any imputed income to Officer resulting from such benefit. The annual amount that Employer shall be required to pay for such services shall not exceed $25,000, exclusive of the tax gross-up.
Financial Planning Services. The Executive shall receive financial planning services at the Company’s expense for a period of two (2) years following the Date of Termination, at a level consistent with the benefits provided under the Company’s ▇▇▇▇▇▇ Medical Technology, Inc. Separation Pay Agreement CONFIDENTIAL Page 11 DO NOT COPY financial planning program for the Executive as in effect immediately prior to the Date of Termination.
Financial Planning Services. The Advisor shall provide the Client with financial planning and advice services (herein “Advisory Services”) related to the Client’s investment portfolio and other financial matters. Financial Planning services may include
Financial Planning Services. Ellevest Membership Services clients have access to financial planning consulting services for a discounted fee. Depending on the session selected, clients will have webinar or one-on-one access to an Ellevest Certified Financial Planner (“CFP®”) for guidance regarding topics such as budgeting, debt management, retirement goal planning and general investing topics.
Financial Planning Services. The services to be offered by the ADVISER under this Agreement include initial and ongoing financial planning and/or consulting services. All financially planning services are provided only to the extent specifically requested by the CLIENT and specified on Appendix A herein.
Financial Planning Services. For a period of twelve (12) months after your Separation Date, the Company will continue to pay for your current financial planning services provided by The Ayco Company, L.P. d/b/a/ ▇▇▇▇▇▇▇ ▇▇▇▇▇ Ayco Personal Financial Management, subject to the annual maximum of sixteen-thousand dollars ($16,000) per year. Consistent with the tax treatment of this taxable benefit that you received during your employment with the Company, you are responsible for any tax cost (with no tax gross-up) associated with any imputed income reportable to you as taxable compensation upon receipt of such benefit.