Section or Paragraph Headings. Section headings herein have been inserted for reference only and shall not be deemed to limit or otherwise affect, in any matter, or be deemed to interpret in whole or in part any of the terms or provisions of this Agreement. By each party executing this Agreement they acknowledge and accept their respective rights, duties, and responsibilities hereunder. This Agreement is only effective upon our execution below. THIS CONTRACT CONTAINS A BINDING ARBITRATION PROVISION WHICH MAY BE ENFORCED BY THE PARTIES. The undersigned hereby agree to the terms of this one-time package as stated above, understanding there is no formal retainer, nor automatic renewal each calendar year. Clear Money Path Client(s) X X By: ▇▇▇▇ ▇ ▇▇▇▇▇▇ Client X Client We shall provide the following services to you (as marked below) in accordance to the Financial Planning Agreement to which this Exhibit A is attached: □ Net Worth Statement □ Debt Management □ Life Insurance □ Disability Insurance □ Long Term Care □ Strategy and Advice in concert with your tax professional □ Retirement Income Projection □ Retirement Strategy and Advice □ Business Succession Planning □ Executive Deferred Compensation Plans / Pension Payout Elections □ Strategy and Advice □ Asset Allocation / Portfolio review □ Investment Policy Statement □ Strategic Giving Plan and Advice □ Estate Planning Strategy and Advice □ Survivor Binder □ Our fee for services under the Financial Consulting Agreement to which this Exhibit B is attached is: Planning Services Packages (includes selected items in Exhibit A above) * Your planning needs are unique, and we help you stay on top of your financial life with the ideal number of planning sessions to match the flow of your life. We offer 3 Packages, with each level corresponding to the number of meetings needed to complete the services. □ Level 1 (“Projection” Analyses): $ 500 fee □ Level 2 (Level 1 + “Protection” Analyses): $ 1,000 fee □ Level 3 (Level 2 + “Succession” Analyses): $ 1,500 fee □ Level 1 (one meeting): (Typically for clients with a Net Worth over $500,000). Includes 1, 90-minute planning meeting for building and providing orientation to your 24/7 planning tool. A detailed description of included services can be outlined in Exhibit A above. □ Level 2 (two meetings): (Typically for clients with a Net Worth over $750,000). Includes 2 planning meetings; 1, 90-minute meeting for building and providing orientation to your 24/7 planning tool, plus another 60-minute meeting for reviewing your Estate Plan and Insurance Analysis. A detailed description of included services can be outlined in Exhibit A above. □ Level 3 (three meetings): (Typically for clients with a Net Worth over $1,500,000). Includes 3 planning meetings. One 90- minute meeting for building and providing orientation to your 24/7 planning tool, plus two separate 60- minute meetings for your Estate and Insurance Analyses, and Strategic Giving Plan respectively. A detailed description of included services can be outlined in Exhibit A above.
Appears in 1 contract
Sources: Financial Planning Agreement
Section or Paragraph Headings. Section headings herein have been inserted for reference only and shall not be deemed to limit or otherwise affect, in any matter, or be deemed to interpret in whole or in part any of the terms or provisions of this Agreement. By each party executing this Agreement they acknowledge and accept their respective rights, duties, and responsibilities hereunder. This Agreement is only effective upon our execution below. THIS CONTRACT CONTAINS A BINDING ARBITRATION PROVISION WHICH MAY BE ENFORCED BY THE PARTIES. The undersigned hereby agree to the terms of this one-time package as stated above, understanding there is no formal retainer, nor automatic renewal each calendar year. Clear Money Path Client(s) X X By: ▇▇▇▇ ▇ ▇▇▇▇▇▇ Client X Client We shall provide the following services to you (as marked below) in accordance to the Financial Planning Agreement to which this Exhibit A is attached: □ Net Worth Statement □ Debt Management □ Life Insurance □ Disability Insurance □ Long Term Care □ Strategy and Advice in concert with your tax professional □ Retirement Income Projection □ Retirement Strategy and Advice □ Business Succession Planning □ Executive Deferred Compensation Plans / Pension Payout Elections □ Strategy and Advice □ Asset Allocation / Portfolio review □ Investment Policy Statement □ Strategic Giving Plan and Advice □ Estate Planning Strategy and Advice □ Survivor Binder □ Our fee for services under the Financial Consulting Agreement to which this Exhibit B is attached is: Planning Services Packages (includes selected items in Exhibit A above) * Your planning needs are unique, and we help you stay on top of your financial life with the ideal number of planning sessions to match the flow of your life. We offer 3 Packages, with each level corresponding to the number of meetings needed to complete the services. □ Level 1 (“Projection” Analyses): $ 500 fee □ Level 2 (Level 1 + “Protection” Analyses): $ 1,000 fee □ Level 3 (Level 2 + “Succession” Analyses): $ 1,500 fee □ Level 1 (one meeting): (Typically for clients with a Net Worth over $500,000). Includes 1, 90-minute planning meeting for building and providing orientation to your 24/7 planning tool. A detailed description of included services can be outlined in Exhibit A above. □ Level 2 (two meetings): (Typically for clients with a Net Worth over $750,000). Includes 2 planning meetings; 1, 90-minute meeting for building and providing orientation to your 24/7 planning tool, plus another 60-minute meeting for reviewing your Estate Plan and Insurance Analysis. A detailed description of included services can be outlined in Exhibit A above. □ Level 3 (three meetings): (Typically for clients with a Net Worth over $1,500,000). Includes 3 planning meetings. One 90- minute meeting for building and providing orientation to your 24/7 planning tool, plus two separate 60- minute meetings for your Estate and Insurance Analyses, and Strategic Giving Plan respectively. A detailed description of included services can be outlined in Exhibit A above.
Appears in 1 contract
Sources: Financial Planning Agreement