A consulting agreement built for modern advisors. Retainer or project, monthly or one-time — generate and sign in two minutes.
A consulting agreement covers professional advisory or consulting services delivered by an independent consultant or firm.
A consultant is an independent contractor: they invoice you, control how they work and aren't on payroll.
For project work, yes — set a not-to-exceed amount. For retainers, fix the monthly fee and the included scope.