Comprehensive Financial goal planner

Posted At: May 12, 2022, from India

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  • Cost$24.00
  • Delivery Time2 days
  • Delivery DateApr 27, 2024
  • Feedbacks0
Customer Service & Operations
FromIndiaMember SinceMay 12, 2022
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About This Service

  • Time Value of Money with Excel elaboration
  • Preparation of Basic Personal Financial Report
  • Risk Profiling of Clients
  • Retirement Planning - Accumulation & Distribution
  • House Purchase using Loans
  • Children’s Education & Marriage Goals
  • Life Insurance Coverage Planning
  • Personal Taxation
  • Comprehensive Financial Planning Process
  • Tracking Goals and Review of Financial Plan.

What seller need from the Buyer to get started?

Basic information about dependent members ,Salary range,Loans taken @Interest rate and tenure,Goals of family, Savings amount specify, Education Goal, country living,monthly expenses

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4) Hire.
Within the service page, you will see a 'Contact Seller' button at right side. We recommend contacting your seller before placing your order, especially if you have specific requirements.
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