1. Mutuality of Interest

What To Expect From Us

  • Explain issues and concepts related to the overall financial planning process
  • Explain the services we will provide and the process of planning and documentation
  • Clarify your responsibilities as a client
  • Clarify our responsibilities including a discussion about how and by whom we will be compensated

We Should

  • Discuss the scope of the client/planner engagement
  • Agree on how decisions will be made