Engagement Letter

Engagement Letter - E ngagement Letter Mr M rs Goodwin...

Info iconThis preview shows pages 1–3. Sign up to view the full content.

View Full Document Right Arrow Icon
Engagement Letter 4867B Collwood Blvd San Diego, CA 92115 Dear Mr. and Mrs. Goodwin We would like to thank you for giving us this opportunity to discuss your financial affairs with us. We are also delighted with the opportunity to work as your financial planner. This engagement letter will outline the terms of our agreement regarding the financial planning engagement between: Shen Xiang, Lim, CFP and Nge Hwee, Ng, CFP Managing Directors of GetRich Financial Planning LLC Authorized and Registered Investment Advisor Representatives of GetRich Financial Planning LLC 464A Lake Murray Boulevard, La Mesa, CA 91942 917-306-5094 and Jeremy and Jane Goodwin Engagement Objectives The principal goal of our engagement is to review and analyze your current financial situation and make recommendations for your financial plan. We will also find out about your financial goals and objectives and help you achieve them with a comprehensive financial plan. Planners’ Background Our curricular vitaes are summarized below. Shen Xiang, Lim Nge Hwee, Ng Educational Background - Bachelors of Accountancy, Nanyang Technological Educational Background - Bachelors of Accountancy, Nanyang Technological
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
University, Singapore Professional Employment History - 2009 – now: GetRich Financial Planning LLC (Managing Director) Professional Qualifications
Background image of page 2
Image of page 3
This is the end of the preview. Sign up to access the rest of the document.

{[ snackBarMessage ]}

Page1 / 4

Engagement Letter - E ngagement Letter Mr M rs Goodwin...

This preview shows document pages 1 - 3. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online