Personal Finance Manager Needed




Chris KelsalUnited States


ExpiredSep 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.


Skills & Expertise Required

Financial Analysis Financial Modeling Corporate Finance Accounting 

Project closed for bidding!

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