Common Contracts

Financial Planning Agreement

Financial Planning Agreement • November 15th, 2020 • Texas

• Contract Type
  Financial Planning Agreement
• Filed
  November 15th, 2020
• Jurisdiction
  Texas

THIS AGREEMENT between Fiduciary Financial Planning Group LLC d/b/a Real Estate Wealth Planning ("Planner") and the Client, is in effect from the time Planner receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Planner to provide financial planning services to the client.