Financial expert needed (From USA or Canada only)
Budget: $250 – $750 USD
I’m looking for a seasoned financial planner or advisor located in the United States or Canada to help me map out a successful personal fundraising campaign. This is a one-time effort—think GoFundMe-style rather than venture capital—and I need clear, practical guidance on how to:
• choose the most suitable platform and payment processor,
• set a realistic funding goal and budget,
• stay compliant with IRS or CRA rules on gifts vs. taxable income, and
• keep tracking and reporting simple with tools like QuickBooks, Excel, or Mint.
Here’s how I’d like us to work together:
1. We start with a 60-minute video consultation where I lay out my situation and questions.
2. Within three business days you send back a concise written action plan (1–2 pages) detailing recommended platforms, projected costs and fees, a step-by-step launch timeline, and key tax considerations for my state or province.
3. I’ll have up to a week of email follow-up for clarifications.
I’m not seeking investment management or retirement advice—just expert fundraising know-how backed by your experience advising U.S. or Canadian clients. If this sounds like a good fit, let’s set up that call.
• choose the most suitable platform and payment processor,
• set a realistic funding goal and budget,
• stay compliant with IRS or CRA rules on gifts vs. taxable income, and
• keep tracking and reporting simple with tools like QuickBooks, Excel, or Mint.
Here’s how I’d like us to work together:
1. We start with a 60-minute video consultation where I lay out my situation and questions.
2. Within three business days you send back a concise written action plan (1–2 pages) detailing recommended platforms, projected costs and fees, a step-by-step launch timeline, and key tax considerations for my state or province.
3. I’ll have up to a week of email follow-up for clarifications.
I’m not seeking investment management or retirement advice—just expert fundraising know-how backed by your experience advising U.S. or Canadian clients. If this sounds like a good fit, let’s set up that call.