Here is a Complete Menu Card of a Financial Planner which he gives to prospects and clients before soliciting financial planning & wealth management assignments. Indian delegates met this planner in USA during the recent visit to San Antonio for FPA Annual Conference and he who was kind enough to share these templates with us. This kind of service description along with rate card gives excellent clarity to both clients and planners and brings transparency in client-planner relationship. Download it and draft your own services card.

Download Services Menu Card of a Financial Planner From USA – Excellent!

 

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