This packages includes certificates to present to business prospects when engaging them as a potential clients.

Regular price $39.00

Client Engagement  Business Owner - Package

This packages includes certificates to present to business prospects when engaging them as a potential clients.  Forms are in Word format for editing.  Also includes how to Close the Client Engagement White Paper – a narrative to guide a consultant through the engagement process.

Certificates Included:

  • Code of Ethics
  • Non Disclosure Commitment
  • Fee Schedule
  • Financial Plan Assurance
  • Financial Engagement Agreement
  • Financial Plan Acceptance
  • Invoice