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