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.
Skills & Expertise RequiredFinancial Analysis
Project closed for bidding!
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