Advisor: Do you charge for financial plans?
... or do you simply do the plan as a part of your complete fee?
Mark's Response: We charge a flat fee for getting each Ideal Client's financial house in perfect order and keeping it that way for the rest of their lives.
A comprehensive lifetime written financial plan is a component of our service.
We would not create a financial plan for a client who is not a member of our Ideal Client community; we would refer them to a competent financial planer





My client agreement
As with any legal documents you should hire an attorney to draft or review your own customized versions before use. Here is an internal description we have of The Ten Client Deliverables™:
http://trustedadvisortoolkit.com/[…]/view