Name *

Please provide your full legal name

First Name

Last Name

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What services are you interested in? *

Financial Planning

Wealth & Investment Management

Educational Seminars

Retirement or Estate Planning

Preferred Date

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DD

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Consent to receive electronic communications *

CLIENT COMMUNICATION CONSENT AGREEMENT This Client Communication Consent Agreement (“Agreement”) is entered into between Felicity Financial LLC ("Firm," “Company,” “we,” “us”) and the individual signing below (“Client,” “you”). 1. Electronic Communications Consent By signing this Agreement, providing an electronic signature, or checking the consent box below, you expressly consent and agree that the Firm and/or its affiliates may send you electronic communications regarding its products, services, offers, updates, and other information. Electronic communications may include, but are not limited to, e-mail messages, text (SMS) messages, and messages through online or mobile platforms. You understand that: Electronic communications may be sent to the e-mail address(es) or mobile number(s) you provide. Standard message and data rates may apply for SMS messages. You may withdraw this consent at any time by contacting the Firm using the contact information below. (collectively, “Electronic Communications”). 2. Telephone Call Consent You also expressly consent to receive telephone calls from us regarding our products and services at any telephone number you provide, including: Live agent calls, Pre-recorded message calls, and calls made using an automatic telephone dialing system or similar technology. This consent covers calls made by, or on behalf of, the Firm, its affiliates, agents, or representatives for informational or marketing purposes. You understand that consenting to these calls is not a condition for purchasing any goods or services from Felicity Financial LLC. 3. Revocation of Consent You may revoke your consent to receive Electronic Communications and/or telephone calls at any time by: Emailing us at: contact@felicity-financial.net Calling us at: (866) 433-5424 Updating your preferences through your account settings (if applicable) Once we receive your revocation, we will process it in accordance with applicable laws and our policies. 4. Acknowledgement By signing below and/or clicking “I Agree,” you confirm that: You have read and understand this Agreement, You agree to receive Electronic Communications and telephone calls as described above, You are 18 years old or older, of sound mind and legally capable of giving this consent, and Your consent is voluntary and not conditioned on the purchase of any good or service. _________________________________ ☐ By checking this box and submitting this form, I consent to receive electronic and telephone communications from Felicity Financial LLC and/or its affiliates as described above.

I agree