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1. Non-Compete: Restrictions on competing activities - include when protecting client relationships is crucial

2. Insurance: Requirements for professional liability insurance - include for high-value consulting arrangements

3. Intellectual Property: Ownership of materials and deliverables - include when consultant will create proprietary materials

4. Performance Metrics: Specific KPIs and performance standards - include when measuring consultant success is important

5. Force Majeure: Provisions for unforeseen circumstances - include when services are time-sensitive or critical

6. Assignment Rights: Rights to transfer the agreement - include when working with larger organizations

7. Subcontracting: Rights and restrictions on subcontracting - include when consultant may need to delegate work

1. Schedule A - Scope of Services: Detailed breakdown of specific financial consulting services to be provided

2. Schedule B - Fee Schedule: Detailed fee structure, including hourly rates, retainer fees, or project-based fees

3. Schedule C - Service Levels: Specific performance standards and response times

4. Schedule D - Compliance Requirements: List of specific regulatory requirements and certifications

5. Appendix 1 - Required Reports: Templates and formats for required financial reports and deliverables

6. Appendix 2 - Contact Information: Key contacts and escalation procedures

7. Appendix 3 - Confidentiality Agreement: Detailed confidentiality terms and data handling procedures