Common Contracts

1 similar Financial Planning Agreement contracts

Contract
Financial Planning Agreement • August 26th, 2023 • Texas

THIS FINANCIAL PLANNING AGREEMENT, related schedule(s) (collectively the “Agreement”) is between Thriving Musician LLC dba Motif Planning (the “Advisor”, “TM” or “Motif Planning”) and the undersigned client(s) (the “Client”). Client and Advisor are each referred to as a “Party,” and collectively they are the “Parties.” The Agreement shall be effective as of the date last signed by a Party (“Effective Date”). By signing this Agreement, the Client acknowledges engaging the Advisor to provide the advisory services.

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