Specific Financial Planning Clause Samples

The Specific Financial Planning clause outlines the requirement for parties to develop and adhere to a detailed financial plan related to the agreement's objectives. This clause typically mandates the creation of budgets, forecasts, or spending schedules, and may specify who is responsible for preparing, reviewing, and updating these financial documents. By establishing clear expectations and procedures for financial management, the clause helps ensure transparency, accountability, and effective allocation of resources throughout the duration of the agreement.
Specific Financial Planning. The fee for providing specific financial planning is based on the time required to prepare the analysis/modular plan. The fee for this service is based on an hourly basis.
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Specific Financial Planning. Adviser will collect the pertinent data, conduct personal interviews with the Client, and present selected report(s) to the Client.
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Specific Financial Planning. The Adviser will review all pertinent data provided by the Client, objectives, and mutually agreed upon assumptions and will prepare analysis limited to the topics selected by the Client. The Adviser will provide Client with the written report(s) of all the relevant analysis and recommendations to assist Client specific financial planning needs. o Hourly Financial Consultation: Adviser will provide financial consulting services on an hourly basis. The Adviser Fee is $75.00 per hour for Financial Planning. Under no circumstances will the Adviser require prepayment of a fee more than six months in advance and in excess of $500.00.
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Specific Financial Planning. The fee for providing specific financial planning is based on the time required to prepare the analysis/modular plan. The fee for this service is estimated to be $3,000.00.
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Related to Specific Financial Planning

  • Financial Planning The Employer will provide, or cause to be provided, continued access, for the remainder of the calendar year in which the Covered Termination occurs or for 60 days (if greater), to the financial planning services available to executive employees at the time of the Covered Termination.

  • Financial Planning Services The Executive shall receive financial planning services, on an in-kind basis, for a period of twenty-four (24) months following the date of Involuntary Termination. Such financial planning services shall include expert financial and legal resources to assist the Executive with financial planning needs and shall be limited to (i) current investment portfolio management, (ii) tax planning, (iii) tax return preparation, and (iv) estate planning advice and document preparation (including ▇▇▇▇▇ and trusts); provided, however, that the Company shall provide such financial services during any taxable year of the Executive only to the extent the cost to the Company for such taxable year does not exceed $25,000. The Company shall provide such financial planning services through a financial planner selected by the Company, and shall pay the fees for such financial planning services. The financial planning services provided during any taxable year of the Executive shall not affect the financial planning services provided in any other taxable year of the Executive. The Executive’s right to financial planning services shall not be subject to liquidation or exchange for any other benefit. Such financial planning services shall be provided in a manner that complies with Section 1.409A-3(i)(1)(iv).

  • Annual Operating Budget and Financial Projections Within sixty (60) days after the end of each fiscal year of Borrower Representative (and promptly and within five (5) days of any material modification thereto), an annual operating budgets, on a consolidating basis (including income statements, balance sheets and cash flow statements, by month) for the upcoming fiscal year of Borrower Representative, as approved by Borrower Representative’s Board, together with any related business forecasts used in the preparation of such annual financial projections.

  • Selection Planning Prior to the issuance to consultants of any requests for proposals, the proposed plan for the selection of consultants under the Project shall be furnished to the Association for its review and approval, in accordance with the provisions of paragraph 1 of Appendix 1 to the Consultant Guidelines. Selection of all consultants’ services shall be undertaken in accordance with such selection plan as shall have been approved by the Association, and with the provisions of said paragraph 1.

  • Financial Plans as soon as practicable and in any event no later than 45 days after the beginning of each Fiscal Year, a consolidated plan and financial forecast for such Fiscal Year (the “Financial Plan” for such Fiscal Year), including (a) a forecasted consolidated balance sheet and forecasted consolidated statements of income and cash flows of Holdings and its Subsidiaries for such Fiscal Year and (b) forecasted consolidated statements of income and cash flows of Holdings and its Subsidiaries for each Fiscal Quarter of such Fiscal Year, together with an explanation of the assumptions on which such forecasts are based;