Planning Client Service Agreement Sample Contracts

InFocus Financial Planning Client Service Agreement
Planning Client Service Agreement • May 18th, 2018 • Colorado

This Agreement is entered into by InFocus Financial Planning (hereinafter "Firm") and the undersigned party(ies) (hereinafter "Client"). Please read this Agreement carefully, as it sets forth the terms and conditions regarding the services provided by the Firm to the Client. If you have any questions about the content of this Agreement we should discuss them before you sign this Agreement.

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