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    Sample Engagement Letter - General

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS
    Published on March 14, 2014

    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

    Sample Letter for Implementation Engagement

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS
    Published on March 14, 2014

    Sample Letter for Monitoring and Updating Engagements

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS
    Published on March 14, 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 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 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

    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

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on April 13, 2015

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