How do I identify the specific financial services I need?
Start by listing your business or personal finance goals. Think about what you need help with, like budgeting, tax planning, or investment advice. Knowing your needs will help you find an advisor with the right skills.
What should I look for in a financial advisor’s portfolio?
Check for experience in the financial area you need help with. Look at previous results to see if their work matches your goals. A strong portfolio shows they've solved similar problems before.
How can I ensure a financial advisor understands my business or personal goals?
Clearly communicate your goals from the start. Share detailed information about what you want to achieve. This helps the advisor know exactly how to help you.
What questions should I ask about an advisor’s work process?
Ask how they plan to achieve your goals step by step. Learn about the tools and methods they use. This helps you know what to expect during the project.
How should I agree on the deliverables with a financial advisor?
Discuss what you expect to receive and by when. Make a list of deliverables you both agree on. Written expectations ensure everyone knows their tasks.
What should be included in the project timeline?
Include milestones with specific dates. Set realistic deadlines for each part of the project. This keeps the work on track and helps manage time well.
How do I establish communication expectations with an advisor?
Agree on how often and in what way you will communicate. Decide if you prefer emails, calls, or video meetings. This keeps the information flowing smoothly.
What legal considerations should I have before starting the project?
Ensure a clear contract with terms you both agree on. Cover confidentiality and data protection. This keeps your information safe and sets clear boundaries.
How do I assess if a financial advisor’s values align with mine?
Discuss values and see if they match your approach to finance. Look for honesty and a shared vision. Aligned values can lead to better teamwork and outcomes.
How can I set up a payment structure that works for both parties?
Discuss payment frequency and methods upfront. Agree on payment milestones that follow project phases. This ensures both parties feel secure about the arrangement.
Who is Contra for?
Contra is designed for both freelancers (referred to as "independents") and clients. Freelancers can showcase their work, connect with clients, and manage projects commission-free. Clients can discover and hire top freelance talent for their projects.
What is the vision of Contra?
Contra aims to revolutionize the world of work by providing an all-in-one platform that empowers freelancers and clients to connect and collaborate seamlessly, eliminating traditional barriers and commission fees.
