This sample letter addresses the implementation phase of a client’s personal financial plan. The creation of the financial plan is assumed to have already taken place in a previous step and may not have been done by the current advisor. The implementation step involves assisting the client in acting on decisions and recommendations that were developed as part of the financial plan phase. The monitoring and updating phase are a separate engagement that generally requires a new engagement letter. The
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Sample Implementation Engagement Letter
Jan 30, 2020 · 39.5 KB Download
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