Personal Finance Manager Needed

Budget

$14.49HOURLY

Client

Chris KelsalUnited States

Status

OpenSep 11, 2017
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.

Thanks
Chris!

Skills & Expertise Required

Financial Analysis Financial Modeling Corporate Finance Accounting 

Offer to work on this project closes in 140 days!

Submit A Proposal

Share this project with your friends



Other jobs by this client

Android Engineer - Travel Technology Start-up - Fixed

Similar Projects

Quiz from excel

Help me make a quiz from excel sheet.

Fixed, $15.00

Financial Analyst - Excel Modeling

Help me update financial models to project project cash flows from real estate assets. Includes revenue/sales and expense projections. Models are already built just need to update with realized figure...read more

Fixed, $11.00

Valuation and share calculate for s...

Help with valuation of the company and calculate the favourite share we can offer to investors, provide financial report for investor to review

Fixed, $11.00