Engagement Planning

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Engagement Planning 

When performing PFP services, you want to present your work in the most understandable format and exhibit the highest level of professionalism. This section provides resources to help you achieve both goals.

 

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Sample Engagement Letters

Overview In this section, you will find engagement letters are used to establish a formal relationship with a client.
Published on December 10, 2014

Illustrative Engagement Letter - Short Version

Sample Letter A short-form version sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 16, 2014

Illustrative Engagement Letter

Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 16, 2014

Illustrative Engagement Letter for Corporate Executives

Sample Letter A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 16, 2014

Illustrative Engagement Letter Long Form

Sample Letter A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 16, 2014

Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
Published on September 16, 2014

Engagement Planning

Overview When performing PFP services, you want to present your work in the most understandable format and exhibit the highest level of professionalism. This section provides resources to help you achieve both goals.
Published on May 07, 2010

Illustrative Transmittal Letter

Sample Letter Once you have completed your financial plan, it is important to clearly communicate your recommendations to the client to avoid confusion or mistakes. Use this illustrative transmittal letter to help you get organized.
Published on October 28, 2004

Illustrative Letter for a Limited Service Engagement

Sample Letter A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on October 28, 2004

Illustrative Engagement Letter for an Investment Advisory Agreement

Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on October 28, 2004

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