Instantly download a professionally-drafted Financial Consulting Agreement, ready to customize and use.
Why this template is for you
If you’re a consultant offering financial advisory or a business engaging a consultant, this Agreement gives you a clear, legally-sound framework to define the working relationship. It helps you cover essential elements like scope, compensation, confidentiality, termination, liability and more—so both parties can move forward confidently and avoid misunderstanding.
What’s included
- A fully-editable Word/Google Docs version of the Financial Consulting Agreement, ready for your branding, names, and project details.
- A PDF “clean” version, ideal for sharing or “sign and send”.
- A companion guide listing key clauses and what to watch out for when customizing (e.g., how to set compensation, how to specify deliverables, how to define liability limits).
- Instructions on how to adapt the template for different consulting arrangements (hourly vs. project, ongoing vs. one-off, etc).
When to use it
This template is ideal if you are:
- A financial consultant being engaged to provide services such as budgeting, forecasting, investment analysis, cash-flow management, risk assessment.
- A business or individual client hiring a consultant to improve financial strategy, set up reporting frameworks, optimise debt/capital structure, or review investments.
- Entering a new consulting arrangement and want a clear contract to protect both sides and ensure clarity from day one.
Key benefits
- Time-saving: Instead of drafting from scratch, you get a fully structured document you can customise in minutes.
- Professional clarity: Both parties know exactly what to expect — scope of services, fees, term, deliverables, confidentiality, termination rights.
- Risk mitigation: Helps define liability, ownership of deliverables and termination rights clearly, reducing future disputes.
- Flexibility: Designed to be adapted for different service models — hourly, flat-fee, retainer, milestone-based.
Customisation & Legal Reminder
While this template covers the common requirements for a financial consulting relationship, it is not a substitute for legal advice. You should review and adjust the document—especially the compensation, jurisdiction, liability and deliverables sections—to ensure they reflect your local laws, tax obligations, and specific business model. If you’re working across jurisdictions, also check that governing-law and dispute-resolution provisions comply with local rules.
How it works
- Click the “Download” button to receive both Word/Google Docs and PDF versions instantly.
- Open the editable version, fill in your details: names, addresses, start/end dates, scope of work, fee structure.
- Review key sections: Confidentiality, Independent Contractor status, Ownership of Work, Liability Limitations, Dispute Resolution.
- Save/export the final version, share with the other party, have both sign and date the agreement.
- Store a signed copy and maintain version control for your records.
