Financial Planner | Remote

Position: Special Needs Financial Planning Expert. Type: Hourly contract. Compensation: $90–$130/hour. Location: Remote. Commitment: Approximately 10–15 hours/week. Role Responsibilities: Develop and organize expert-level financial planning content aligned with structured project guidelines. Review, interpret, and translate special needs financial plans into clear, consistent documentation. Validate and refine content related to special needs trusts (first-party and third-party). Evaluate and document ABLE account strategies and benefits-preserving financial approaches. Apply expert judgment to guardianship-adjacent financial planning considerations. Ensure accuracy around SSI and Medicaid eligibility rules. Address common financial planning transitions such as adulthood planning, inheritance strategies, and lifetime care preservation. Provide structured feedback to improve dataset clarity, consistency, and technical accuracy. Collaborate asynchronously with project stakeholders and meet delivery timelines. Requirements: Strong professional background in special needs financial planning. Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies. Advanced understanding of SSI and Medicaid financial eligibility standards.