Financial Planning Engagement Letter

Justin S. Guess
K&J Personal Financial Planning
123 Maple St.
Ft. Worth TX, 76180

9/28/2015
Mr. and Mrs. Mike Jackson
321 Ave A
Ft. Worth TX, 76180

Dear Mr. and Mrs. Mike Jackson,
I greatly appreciated our time together getting to know one another, and cannot wait to continue working with you as your financial planner. This engagement letter outlines the specific terms and conditions of the financial planning engagement between:
Justin S. Guess, Mike, and Jo-Beth Jackson
At anytime if the terms or conditions change they will be submitted via writting and signed by all parties.
Be assured that all information that you provide will be strictly confidential and only used upon official business. During the financial planning process I may, on

• Developing a summary of your current financial situation, including a net worth statement, cash flow summary, and insurance analysis.
• Completing a retirement planning assessment, including financial projections of assets required at estimated retirement date.
• Assessing estate net worth and liquidity.
• Identifying tax planning strategies to optimize financial position.
• Presenting a written financial plan that will be reviewed in detail with you. It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries.
• Referral to other professionals, as required, to assist with implementation of the action plan.
• Assisting you with the implementation of the financial plan.
• Determining necessity to revise your financial plan.

This will be a continuing professional relationship. We will meet at a minimum of once per year, (but are able to schedule multiple appointments) to ensure this plan is adequate to your living standards. At anytime any party may terminate this agreement by notifying the other in writing and any fee incurred prior to date of termination will be payable in full

This list is not all-inclusive and any other relevant information should be disclosed in a timely manner. It is your responsibility to ensure that any material changes to the above noted circumstances are disclosed to me as your financial planner on a timely basis since they could impact the financial planning