Common Contracts
2 similar Financial Planning Agreement contracts
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • December 17th, 2020 • Virginia
This agreement sets forth the terms and conditions of the Financial Planning Services, outlines the responsibilities of the parties and defines the relationship of J.B. Bryan Financial and the Client. The Client hereby appoints the Adviser Advisors to provide personal financial planning services, as described below.
Financial Planning AgreementFinancial Planning Agreement • December 17th, 2020 • Virginia
This Financial Planning Agreement dated is by and between J.B. Bryan Financial Group, Inc. (“J.B. Bryan Financial” or “Adviser”), a registered investment adviser, and