Engagement Letter
[YOUR COMPANY NAME]
[YOUR COMPANY ADDRESS]
[YOUR COMPANY EMAIL]
September 5, 2050
Jordan Lee
456 Prosperity Blvd
Wealthtown, TX 75001
Dear Jordan Lee,
Subject: Engagement Letter for Financial Services
We are pleased to confirm our engagement to provide financial services to you. This letter outlines the scope of our services, our responsibilities, and the terms of our engagement. Please review the details below and, if acceptable, sign and return a copy of this letter.
Services Provided
[YOUR COMPANY NAME] will provide the following financial services:
Financial Planning
Investment Advisory
Tax Planning
Portfolio Management
Terms and Conditions
Service | Description | Rate | Estimated Hours | Total Cost |
|---|
Financial Planning | Comprehensive financial plan | $150/hr | 10 | $1,500 |
Investment Advisory | Investment strategy and advice | $200/hr | 8 | $1,600 |
Tax Planning | Tax optimization strategies | $180/hr | 6 | $1,080 |
Portfolio Management | Ongoing portfolio management | $250/hr | 12 | $3,000 |
Total Estimated Cost: $7,180.00
Responsibilities
Confidentiality
We will treat all information provided by you as confidential and will not disclose it to third parties without your consent, except as required by law.
Termination
Either party may terminate this engagement with 30 days written notice. Upon termination, you will be billed for any services rendered up to the date of termination.
Please sign below to acknowledge your acceptance of the terms outlined in this letter. If you have any questions or need further clarification, please feel free to contact me at [YOUR EMAIL].
Sincerely,
[YOUR NAME]
Managing Director
[YOUR COMPANY NAME]
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