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I'm a financial advisor and seek for someone fairly well versed in trust and estate planning to answer questions I have that will be extremely basic for someone versed in trust and estate planning. I expect my needs will be as follows:
1. tutoring on study materials I have from the Certified Financial Planning exam-- perhaps 2-5 hours of tutoring.
2 .occasional and sporadic questions that crop up, if you can give me 15 minute to 1 hour blocks of time, over the next 1-2 years. maybe 1x per month-- maybe more maybe less, I would reach out to hold a call.
I'm-- at this juncture of my career- highly cost sensitive. I don't know if it's realistic, but something on the order of $25 per hour would be ideal. That said, I'll consider whatever bids come in.
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