FOUNDATIONAL PATH AGREEMENTFoundational Path Agreement • September 17th, 2020 • Oklahoma
Contract Type FiledSeptember 17th, 2020 JurisdictionThis 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/or financial planning services to be provided by the Advisor in accordance with the following terms and conditions: