Financial Advisor Agreement Letter

By | February 25, 2014


Mr. Robby Ray,

89, Down Way Path,

Bells Road,


18th November 2013

Subject: Financial Advisor Agreement

Dear Mr. Robby,

This letter is to confirm your engagement as a ‘Financial advisor’ for our firm ‘Paul Constructors’, located at 39, Emma street, California from 1st December 2013 onwards.  This letter agreement also marks the initiation of a contract between you and our firm for a time period of one year starting from today. We really wish to have a cordial working relationship for the successful and victorious completion of this project.

As per the clause mentioned in the contract signed between us, you will be advising the firm on all the financial matters. It will be your duty to look after the expenses and keep them under control. Management of the firm’s net savings and suggesting legal ways to resolve financial issues of the firm at the time of crisis will be the part of your primary duties. You will have to give a report about the status of the work to the organization.

The contract will end on 30th November 2014. You are required to give a one month prior notice in case you want to end the contract early. In case you fail to do so, the firm is free to take legal actions against you.

The management of the firm had agreed to pay you the sum of $20,000 on monthly basis for the contract period.  Please let us know if you have any doubts or queries regarding the agreement.

Yours Truly,

Rods Smith

(CEO, Paul Constructions)