However, when I attempted to contact her employer, she only provided an email address.

You do not need to pay a lot of money for the information that he provides.If you go to his seminars it is mostly just upselling to get you to buy into another program that will provide you with the information missing from the current program.

Would we both have to provide "timesheets"? 

Does he have an extra incentive?

I agree with @Michael Plaks - having them provide financial and tax strategy together is not necessarily a good thing.Interesting to note - all of the largest asset management / financial advisory firms I work with...none of them do tax work, they all coordinate with a tax firm to address those needs.There are true "fee only" financial advisors out there. 

People tend to have strong opinions about buying site unseen, so if that's the route you go, do all the extra due diligence you can! 

If they don't provide you with a contract with the terms then she might be looking to use TREC promulgated contract but be careful if you haven't use one.Are you trying to avoid a commission that you are not involving a realtor?

Provide a curated welcome package with local snacks, a bottle of wine, and a personalized note.

I appreciate any help anyone could provide!

Nobody can answer your question based on the very limited information you provided.