Create State-Specific Financial Plans Easily

Step 1: Party Information

Financial Advisor/Planner Information

Advisor/Firm Name *

Entity Type *

Business Address *

Phone Number *

Email Address *

License/Registration Number

Regulatory Body

Professional Credentials

Years of Experience

Client Information

Client Name *

Client Type *

Client Address *

Phone Number *

Email Address *

Date of Birth

Social Security Number

Spouse/Partner Information

Step 2: Services & Scope

Financial Planning Services

Primary Service Type *

Specific Services Included *

Investment Management & Asset Allocation

Retirement Planning & Analysis

Tax Planning & Strategy

Estate Planning Coordination

Insurance Needs Analysis

Cash Flow & Budget Planning

Debt Management Strategy

Education Funding Planning

Client Financial Goals *

Risk Tolerance Assessment

Investment Experience Level

Account Information & Assets

Accounts Under Management

Total Assets Under Management ($)

Minimum Account Balance ($)

Custodian Information

Other Professional Advisors

Reporting & Communication

Reporting Frequency

Communication Preferences

Phone Calls

In-Person Meetings

Video Conferences

Client Portal

Review Meeting Frequency

Step 3: Fees & Legal Terms

Fee Structure

Primary Fee Structure *

Management Fee Rate (%)

Hourly Rate ($)

Fee Schedule & Calculation

Billing Frequency

Fee Payment Method

Additional Fees

Fee Adjustments & Discounts

Fiduciary & Regulatory Disclosures

Fiduciary Standard

Conflicts of Interest

Other Compensation Sources

ADV Part 2 Disclosure

Form ADV Part 2 has been provided to client (if applicable)

Terms & Termination

Agreement Term

Termination Notice Period

Termination Terms

Data Retention & Privacy

Legal & Administrative

Effective Date *

Governing Law (State) *

Dispute Resolution

Limitation of Liability

Additional Terms & Conditions

Financial Planning Agreement Generator

Step 1: Party Information

Step 2: Services & Scope

Step 3: Fees & Legal Terms

Frequently Asked Questions

Financial Planning Agreement Generator

Step 1: Party Information

Step 2: Services & Scope

Step 3: Fees & Legal Terms

Frequently Asked Questions

What is the LeaseCraft Financial Planning Wizard?

How does LeaseCraft ensure state-specific compliance?

Can I customize my financial planning documents?