FINANCIAL SERVICES PLANNING AGREEMENTFinancial Planning Services Agreement • February 16th, 2025 • Michigan
This Financial Planning Services Agreement (the “Agreement”) is between the undersigned party (herein referred to as “Client” or “you”) and Lifeworks Advisors, LLC, 4095 Park East Court, Suite C, Grand Rapids, MI 49546 (herein referred to as the “Advisor”, also doing business as the entities listed on Part 1 of the Advisor’s Form ADV) to provide Client with financial planning services as indicated in Item 1 of this Agreement.
FINANCIAL SERVICES PLANNING AGREEMENTFinancial Planning Services Agreement • December 29th, 2022 • Michigan
This Financial Planning Services Agreement (the “Agreement”) is between the undersigned party (herein referred to as “Client” or “you”) and Lifeworks Advisors, LLC, 4095 Park East Court, Suite C, Grand Rapids, MI 49546 (herein referred to as the “Advisor”, also doing business as the entities listed on Part 1 of the Advisor’s Form ADV) to provide Client with financial planning services as indicated in Item 1 of this Agreement.