Common Contracts

1 similar Annual Agreement contracts

ANNUAL AGREEMENT
Annual Agreement • December 3rd, 2015 • Oklahoma

This Agreement, related schedules and exhibits (collectively the “Agreement”), is between Step By Step Financial LLC (the “Advisor”) and the undersigned client(s) (the “Client”). This Agreement pertains to tax and financial planning services to be provided by the Advisor in accordance with the following terms and conditions:

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