Common use of Signatures Required Clause in Contracts

Signatures Required. I/We have read the Fee and Retainer Agreement and acknowledge understanding of the terms and provisions of the Agreement without reservation. This Agreement, its terms and provisions as well as the rights and duties of Clients hereto, shall be governed and construed according to the laws of the State of California. I/We have initialed each page to indicate my/our understanding and agreement. Dated Name Client Signature Dated Name Client Signature ▇▇▇▇▇ ▇▇▇▇▇▇, LLC A Limited Liability Company Dated By: ▇▇▇▇▇ ▇▇▇▇▇▇, CFP®, CDFA® 5 (2020-09) Client Client , . and CFP® Certificant: ▇▇▇▇▇ ▇. ▇▇▇▇▇▇, CFP®, CDFA® (▇▇▇▇▇ ▇▇▇▇▇▇, LLC). CFP® Certificant’s: Obligations and Limited-Scope Responsibilities: When acting in a Financial Planning capacity, duties and responsibilities of the planner and the client are discussed and outlined in the ▇▇▇▇▇ ▇▇▇▇▇▇, LLC “Fee and Retainer Agreement” before divorce planning services are agreed upon and rendered to the client. ▇▇▇▇▇ ▇. ▇▇▇▇▇▇, CFP®, CDFA® (▇▇▇▇▇ ▇▇▇▇▇▇, LLC) does not act in the capacity of Investment Advisory Representative, Registered Representative, and/or Insurance Agent. In the course of acting in the financial divorce planning process, additional services not rendered by ▇▇▇▇▇ ▇▇▇▇▇▇, LLC may be provided by other professionals. Such professionals may include, but are not limited to attorneys, tax advisors, accountants, investment advisory representatives, registered representatives, insurance agents, mental health care practitioners, real estate professionals, actuaries and/or pension consultants. Clients wishing such services may engage individuals for separate and typical compensation. Clients are not obligated to hire or engage any particular professional; however, they are encouraged to create a relationship with outside services that will help to provide the best information available to meet their situation or circumstance. - Certified Financial Planner - CFP® - Certified Divorce Financial Analyst - CDFA® Certificant has been trained in mediation, Collaborative Divorce, facilitation, ethics, taxes, pensions, business interests and tracing. For a complete list of education, trainings, and presentations provided, please refer to Certificant’s website - ▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.

Signatures Required. I/We have read the Fee and Retainer Agreement and acknowledge understanding of the terms and provisions of the Agreement without reservation. This Agreement, its terms and provisions as well as the rights and duties of Clients Client hereto, shall be governed and construed according to the laws of the State of California. I/We have initialed each page to indicate my/our understanding and agreement. x Dated Name Client Signature x Dated Name Client Signature ▇▇▇▇▇ ▇▇▇▇▇▇, LLC A Limited Liability Company Dated By: ▇▇▇▇▇ ▇▇▇▇▇▇, CFP®, CDFA® 5 (20202023-0903) Client Client , . CFP® Board of Standards Disclosure This Financial Planning Disclosure is made between: and CFP® Certificant: Certificant ▇▇▇▇▇ ▇. ▇▇▇▇▇▇, CFP®, CDFA® (▇▇▇▇▇ ▇▇▇▇▇▇, LLC). CFP® Certificant’s: Obligations and Limited-Scope Responsibilities: When acting in a Financial Planning capacity, duties and responsibilities of the planner and the client are discussed and outlined in the ▇▇▇▇▇ ▇▇▇▇▇▇, LLC “Fee and Retainer Agreement” before divorce planning services are agreed upon and rendered to the client. ▇▇▇▇▇ ▇. ▇▇▇▇▇▇, CFP®, CDFA® (▇▇▇▇▇ ▇▇▇▇▇▇, LLC) does not act in the capacity of Investment Advisory Representative, Registered Representative, and/or Insurance Agent. Responsibilities of other professionals CFP® may work with to provide necessary services: In the course of acting in the financial divorce planning process, additional services not rendered by ▇▇▇▇▇ ▇▇▇▇▇▇, LLC may be provided by other professionals. Such professionals may include, but are not limited to attorneys, tax advisors, accountants, investment advisory representatives, registered representatives, insurance agents, mental health care practitioners, real estate professionals, actuaries and/or pension consultants. Clients wishing such services may engage individuals for separate and typical compensation. Clients are not obligated to hire or engage any particular professional; however, they are encouraged to create a relationship with outside services that will help to provide the best information available to meet their situation or circumstance. - Certified Financial Planner - CFP® - Certified Divorce Financial Analyst - CDFA® Certificant has been trained in mediationMediation, Collaborative Divorce, facilitation, ethics, taxes, pensions, business interests interests, tracing and tracingother areas of divorce finance. For a complete list of education, trainings, trainings and presentations provided, please refer to Certificant’s website - ▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.