Certified Financial Planner (CFP®) Needed for Comprehensive Financial Planning

Job Description We are seeking a Certified Financial Planner (CFP®) to provide professional, fiduciary-level financial planning services. This role is ideal for an experienced planner who can deliver clear, actionable advice and communicate complex financial topics in a straightforward way. You will help evaluate our current financial situation and provide guidance across multiple areas, including investments, retirement planning, tax efficiency, and long-term financial strategy. Scope of Work The selected CFP® will be responsible for: Reviewing overall financial picture (income, assets, liabilities, cash flow) Evaluating existing investment portfolio and asset allocation Providing retirement planning guidance and projections Offering tax-efficient planning strategies (in coordination with tax professionals, if needed) Advising on risk management, insurance considerations, and long-term goals Delivering a written summary and/or live consultation(s) with recommendations Answering follow-up questions as needed Requirements Certified Financial Planner (CFP®) designation is required (active and in good standing) Fiduciary, fee-only or clearly disclosed compensation structure Proven experience working with individuals or families on comprehensive financial planning Strong communication skills and ability to explain recommendations clearly Experience with U.S. tax and retirement systems Ability to provide references or examples of similar work (if available) Nice to Have Experience with high-income professionals or business owners Familiarity with tax optimization strategies Experience delivering virtual consultations Project Type One-time project with potential for ongoing advisory relationship Budget Open to proposals (please include your rate structure and what it includes) How to Apply Please include the following in your proposal: Confirmation of your CFP® certification Brief summary of your relevant experience Description of your planning process and deliverables Fee structure (flat fee, hourly, or package-based) Availability for consultations Apply tot his job Apply To this Job