RETAINER AGREEMENT FOR DIVORCE FINANCIAL ANALYSIS SERVICES
Gianola Financial Planning, LLC
2094 Tremont Center, Suite 4
Columbus, OH 43221
1. I, ___________________________, hereby retain and employ Gianola Financial
Planning, LLC and Beth Pickenpaugh, Certified Divorce Financial Analyst™, to
provide financial counseling for me in the matter of my divorce. I agree to pay all
fees and costs incurred. I agree to advance the sum of $_______ as a retainer against
fees and costs of the consultation.
2. Hourly Fee Schedule: It is mutually agreed that I shall be charged for services at the
rates set forth below:
Consultation and Preparation $150.00/hr
Court, Mediation, Arbitration, and Hearing $200.00/hr
Travel Time (outside of Franklin County) $50.00/hr
3. Retainer and Payment: All work accomplished shall be charged against said retainer
of $______ until such time as the retainer is exhausted. I understand that the retainer
may not pay all the fees and costs necessary to complete the consultation. Should the
initial retainer be consumed, Company Name may require additional retainers in an
amount deemed to be appropriate. Any part of the retainer that is not used will be
I agree that any remainder charges above the retainer will be due and payable
in full within 30 days of the final invoice. In the event of a delay in final court
orders, I agree to bring my account current within 30 days of being invoiced. Any
invoice not paid within 30 days will be assessed interest at the rate of 18% per annum
(1.5% per month) plus costs of collection.
4. Obligation to Provide Accurate Data: I agree to provide Gianola Financial Planning,
LLC with accurate, reliable and complete financial statements and information. I
understand Gianola Financial Planning, LLC will rely exclusively on such information
provided. Consequently, I agree I will not hold Gianola Financial Planning, LLC or
its divorce planners accountable for any errors or omissions in their work product
resulting from my failure to provide accurate, reliable and complete financial
information to them.
5. Independent Legal Advice: Gianola Financial Planning, LLC provides supporting
financial information and evaluations to be utilized by the client and the client’s
selected divorce lawyer. Gianola Financial Planning, LLC does not provide legal
advice. Additionally, all work is deemed confidential, and subject to all applicable
lawyer-client privileges and work product protections.
6. Client acknowledges and understands that Gianola Financial Planning, LLC cannot
promise any certain result in regard to financial consequences of the Litigation,
including any award of spousal support, or asset and liability distribution between the
parties of the Litigation.
7. All work performed by Gianola Financial Planning is deemed confidential and subject
to all applicable privileges and work product protections. Gianola Financial Planning,
LLC cannot be held responsible for breaches of confidentiality caused directly or
indirectly by Client’s sharing of work product or information with third parties.
8. The Agreement shall be construed according to Ohio law. All claims regarding
construction or enforcement of the Agreement shall be brought in a court located in
Franklin County, Ohio.
SIGNATURE INDICATES THE ABOVE HAS BEEN READ AND AGREED TO:
Client’s Address: _____________________________________________
Client’s Contact information:
Home Phone: (____)____-_______ Home Fax: (____)____-_______
Work Phone: (____)____-_______ Work Fax: (____)____-_______
Home e-mail address: _____________________________
Work e-mail address: _____________________________