Are you in need of a Financial Planning Engagement Letter Sample? Look no further! Below, you will find a comprehensive example that you can use as a template for your own financial planning engagement letters. Feel free to modify the sample to suit your specific needs and requirements.
Understanding the Importance of Financial Planning Engagement Letter Sample
When it comes to financial planning, having a clearly defined engagement letter is crucial for both the planner and the client. This document outlines the scope of services, fees, responsibilities, and expectations for both parties. By having a well-written engagement letter in place, you can avoid misunderstandings and ensure a smooth and successful financial planning process.
Key Points:
- Clearly defines the scope of services
- Outlines fees and payment terms
- Establishes responsibilities for both the planner and the client
- Sets expectations for the financial planning process
Financial Planning Engagement Letter Sample
Dear [Recipient’s Name],
Thank you for choosing [Your Company Name] for your financial planning needs. We are excited to work with you to achieve your financial goals and objectives. This engagement letter outlines the scope of our services and the terms of our agreement.
Scope of Services:
We will provide comprehensive financial planning services, including but not limited to budgeting, investment planning, retirement planning, and estate planning. Our goal is to help you create a customized financial plan that meets your unique needs and aspirations.
Fees:
Our fees for financial planning services are based on an hourly rate of $X. A detailed breakdown of fees will be provided in a separate fee agreement. Payment is due upon receipt of our invoice.
Responsibilities:
It is important for you to provide us with accurate and complete financial information to ensure the success of our planning process. We will work diligently to analyze your financial situation and provide you with personalized recommendations and strategies.
Expectations:
We expect open and honest communication throughout the planning process. If you have any questions or concerns, please do not hesitate to reach out to us. We are here to support you every step of the way.
Sincerely,
[Your Name]
Signature:
[Your Signature]
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