Financial Planning and Consulting Services Agreement between Integrated Financial Planning, P.C. and (Clients) Dated: _________________________ Integrated Financial Planning, P.C. will provide Clients with services to include: (Clients are to initial services requested) Initial Big Picture Financial Projection” report - $1,500. to Exceed - Fixed Fee “Complex (For small business owners, public employees/retirees) Service includes initial phone consultation re: planning alternatives, base Financial Plan input from completed Client Questionnaire”, financial projections, portfolio risk assessment, follow up meetings as “Confidential needed, and recommendations. Initial Big Picture Financial Projection” report - $1000 to Exceed - Fixed Fee “Basic Service includes initial phone consultation re: planning alternatives, base Financial Plan input from completed Client Questionnaire”, financial projections, portfolio risk assessment, follow up meetings as “Confidential needed, and recommendations. Periodic/As Needed Picture” Projection Plan Updates “Big Ongoing Picture” Financial Report Monitoring - $500. to Exceed -Fixed Fee “Big Service includes Plan Update via Completed Plan Update Checklist to be completed by Client, follow up meetings as needed, and recommendations. Comprehensive [C] or Segmented Financial Analysis or Not to Exceed/Fixed Fee as Indicated Below: Hourly Fee Not to Exceed Hourly Fixed Fee Fee ________ _________ [C] Investment Policy Statement Creation. ________ _________ [C] Financial Plan Creation based on client completion of Confidential Client Questionnaire. ________ ________ [C] Goals Identification and Clarification & Life Planning ________ ________ [C] Financial Document Compilation and Organization. ________ ________ [C] Assistance in Setup and Use of: Documents Binder” “My Authentic Money Guide Binder” “My Financial Education Binder” “My Not to Exceed Hourly
Financial Planning and Consulting Services Agreement between Integrated Financial Planning, P.C. and (Clients) Dated: _________________________ Integrated Financial Planning, P.C. will provide Clients with services to include: (Clients are to initial services requested) to Exceed - Fixed Fee Initial “Complex Big Picture Financial Projection” report - $1,500. (For small business owners, public employees/retirees) Service includes initial phone consultation re: planning alternatives, base Financial Plan input from completed “Confidential Client Questionnaire”, financial projections, portfolio risk assessment, follow up meetings as needed, and recommendations. to Exceed - Fixed Fee Initial “Basic Big Picture Financial Projection” report - $1000 Service includes initial phone consultation re: planning alternatives, base Financial Plan input from completed “Confidential Client Questionnaire”, financial projections, portfolio risk assessment, follow up meetings as needed, and recommendations. Periodic/As Needed “Big Picture” Projection Plan Updates to Exceed -Fixed Fee Ongoing “Big Picture” Financial Report Monitoring - $500. Service includes Plan Update via Completed Plan Update Checklist to be completed by Client, follow up meetings as needed, and recommendations. Comprehensive [C] or Segmented Financial Analysis Not to Exceed/Fixed Fee or Hourly Fee as Indicated Below: Not to Exceed Hourly Fixed Fee Fee ________ _________ [C] Investment Policy Statement Creation. ________ _________ [C] Financial Plan Creation based on client completion of Confidential Client Questionnaire. ________ ________ [C] Goals Identification and Clarification & Life Planning ________ ________ [C] Financial Document Compilation and Organization. ________ ________ [C] Assistance in Setup and Use of: “My Documents Binder” “My Authentic Money Guide Binder” “My Financial Education Binder” Not to Exceed Hourly
IFP%20FPCSA%20081116%20master%20%282%29.docx