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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\u2014whether 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\u2019s responsibilities."}, "json": true, "cursor": ""}}