Hello Toogit Freelancers!,
I need services of a financial planner.
Essentially, I will need the provider to get an understanding of my current financial positions including investments, assets, liabilities etc.
Once this is done
1. Personal Financial Statement - Production of a user-friendly, financial statement - which essentially shows me where I'm at. Can be updated monthly
2. Budget - development of a weekly or monthly budget as well as tools for tracking. Also, revision of budget until it is ideal
3. Tools - Development/ recommendation/ identification/ setup of tools necessary to do what I have to do to allow you do what I need you to do.
4. Additional - I'm open to any additional work which you think will be key to me getting on top of my finances.
To apply, please
1. Paraphrase my requirement, so I know you understand whats needed
2. Tell me why you are the person to deliver for me
3. Outline your approach to the work
4. Give me a timeline for the setup
5. Send a sample of some similar work done.
Any questions needed to help you better quote? Don't hesitate to ask me.
About the recuiterMember since Aug 21, 2017 Chris K.
from Ohio, United States