Financial Consulting Agreement

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Financial Consulting Agreement Powered By Docstoc
					                            Financial Consulting Agreement

Financial Consulting Agreement made on the (date), between (Name of Consultant), a
corporation organized and existing under the laws of the state of (name of state), with
its principal office located at (street address, city, state, zip code), referred to herein as
Consultant, and (Name of Client), a corporation organized and existing under the laws
of the state of (name of state), with its principal office located at (street address, city,
state, zip code), referred to herein as Client

Whereas, Consultant is in the business of (type of business); and

Whereas, Client desires to have the following services performed by Consultant on
Client’s behalf: (type and description of consulting); and

Whereas, Consultant agrees to perform these services for Client under the terms and
conditions set forth in this Agreement;

Now, therefore, for and in consideration of the mutual covenants contained in this
agreement, and other good and valuable consideration, the receipt and sufficiency of
which is hereby acknowledged, the parties agree as follows:

1.     Nature of Work. Consultant will perform consulting and advisory services on
behalf of Client with respect to all matters relating to or affecting Client’s (describe
aspect of Client’s business to which Consultant will provide service).

2.     Place of Work. It is understood that Consultant's services will be rendered
principally at Consultant's home office located at (street address, city, county, state, zip

3.    Time Devoted to Work. In the performance of the services, the services and the
hours Consultant is to work on any given day will be entirely within Consultant's control
and Client will rely upon Consultant to put in such number of hours as is reasonably
necessary to fulfill the spirit and purpose of this Agreement.

4.      Payment. Client will pay Consultant $_________ in (e.g., monthly, quarterly,
etc.), payable in equal installments on or before the (date) of each month such payment
is due.

5.     Duration. The parties contemplate that this Agreement will run for _____ (e.g.,
weeks, months, etc.) from date of this Agreement. At any time prior to (month and day)
of any year, either party may notify the other, in writing, that the arrangement is not to
continue beyond the ensuing (month and day). In the absence of any such notification,
this Agreement will run from month to month up to the maximum period of ______
(e.g., weeks, months, etc.)

6.    Status of Consultant. This Agreement calls for the performance of the services
of Consultant as an independent contractor and Consultant will not be considered an
employee of the Client for any purpose.

7.     Disclosure of Financial Information to Consultant. Client understands and
agrees that it is responsible to disclose to Consultant accurate financial information,
including all creditors of Client, assets, and sources of income if requested by
Consultant. Client authorizes Consultant to obtain a copy of Client’s credit reports in
order to enable Consultant to better assess Client’s financial situation and correct any
erroneous information on such reports. Client understands and agrees that any credit
report so obtained by Consultant will be the sole property of Consultant and Client may
or may not receive (in Consultant’s sole discretion) a copy of such credit report. All
information contained in said credit reports will be considered confidential and used for
legitimate business purposes under the Federal Fair Credit Reporting Act and
applicable state consumer protections statutes.

8.    Power of Attorney
      A.     Client does make, constitute and appoint Consultant, as its true and lawful
      attorney, for Client and in Client’s name, place and stead to correspond with any
      “consumer reporting agency” (as defined by the Federal Fair Credit Reporting
      Act), and Client hereby authorizes any such consumer reporting agency, while
      this Agreement is in effect, to discuss the information about Client in the file of
      any such consumer reporting agency, including, but not limited to the following:

             1.     The nature and substance of certain information in its files
             regarding Client;

             2.     The sources of most of that information;

             3.    The recipients of any consumer report on Client furnished for
             employment purposes within the two-year period preceding the request of
             Consultant on Client’s behalf, and for any other purpose within the one-
             year period preceding the request;

             4.     The dates, original payees, and amounts of any checks on which is
             based any adverse characterization of Client, included in the file at the
             time of the disclosure; and

Description: A financial consultant offers money management advice to people and businesses. Most people employ them for guidance on how to reach long-term financial goals, which may include a debt management plan, investment advice, or developing a savings plan. Organizations also work with consultants to make sure their business plans are financially viable and to manage money programs for employees.
PARTNER William Glover
I received my B.B.A. from the University of Mississippi in 1973 and my J.D. from the University of Mississippi School of Law in 1976. I joined the firm of Wells Marble & Hurst in May 1976 as an Associate and became a Partner in 1979. While at Wells, I supervised all major real estate commercial loan transactions as well as major employment law cases. My practice also involved estate administration and general commercial law. I joined the faculty of Belhaven College, in Jackson, MS, in 1996 as Assistant Professor of Business Administration and College Attorney. While at Belhaven I taught Business Law and Business Ethics in the BBA and MBA programs; Judicial Process and Constitutional Law History for Political Science Department); and Sports Law for the Department of Sports Administration. I am now on the staff of US Legal Forms, Inc., and drafts forms, legal digests, and legal summaries. I am a LTC and was Staff Judge Advocate for the Mississippi State Guard from 2004-2008. I now serve as the Commanding Officer of the 220th MP BN at Camp McCain near Grenada, MS. I served on active duty during Hurricanes Dennis (July, 2005), Katrina (August, 2005) and Gustav in 2008. I played football at the University of Mississippi in 1969-1971 under Coach John Vaught. I am the author of the Sports Law Book (For Coaches and Administrators) and the Sports Law Handbook for Coaches and Administrators (with Legal Forms),