Common Contracts
1 similar Financial Planning Agreement contracts
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • September 24th, 2020 • Tennessee
THIS FINANCIAL PLANNING AGREEMENT (this “Agreement”) is made by and between the undersigned (the “Client”) and Values First Advisors, Inc. (the “Adviser”). The Client hereby retains the Adviser and the Adviser hereby agrees to prepare a financial plan (the “Financial Plan”) for the Client under the following terms and conditions:
