I know big firms use there nicely written sales pitch but for independent investors what approach has worked?

I plan to be RN "work" optional by 30 years old through financial independence

He's a realtor and a coach for people looking to house hack and achieve financial independence via real estate... and he's located in Austin!

My current goal is to be financially independent by the age of 40.I currently have a $70K stock portfolio that usually does very well, market downturns notwithstanding, plus ~$30K in unvested employee stock options and a continuous employee stock purchase plan.

What people are referring to when they say you need one, can be employees, independent contractors, licensed professional etc. 

If I give up the first time something doesn't work my chances of financial independence are pretty slim.

The FIRE (Financial Independence, Retire Early)  people are almost 100% focused on stocks/bonds. 

Acord forms are the national standardized form for the independent insurance industry. 

My team took many years to set up with a lot of phone calls and relationship built over time demonstrating that i am an investor that knows the market, self independent, and will close with jobs paid.  

Independent Contract AgreementLien WaiverSOWAlso, any recommendation for an attorney to review documents?