Financial Consulting Agreement

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

code).



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