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Expert Financial Guidance Needed

$30-250 USD

Closed
Posted 3 months ago

$30-250 USD

Paid on delivery
I am in search of a proficient financial advisor equipped to provide comprehensive assistance across a range of financial planning activities. My primary focus is twofold: budgeting and investment, with a particular emphasis on retirement planning. This role is crucial for ensuring my long-term financial stability and growth. **Ideal Skills and Experience:** - **Financial Acumen:** Deep understanding of financial principles, market trends, and investment strategies. - **Investment Expertise:** Proven experience in investment planning, capable of guiding on the best investment paths tailored to my goals. - **Negotiating Skills:** Proficiency in negotiating NDA terms, ensuring confidentiality and protection of financial strategies. - **Market Knowledge:** A well-rounded knowledge of various financial markets is imperative. This will play a key role in diversifying investments and minimizing risks. **Expectations:** - Develop and implement a robust budgeting plan, considering current financial status and future goals. - Construct a personalized investment portfolio, advising on allocations suited to risk tolerance and time horizon. - Guide through retirement planning, ensuring necessary measures are adopted for a secure financial future. - Offer insightful analysis on financial markets, identifying opportunities and forecasting potential challenges. **Ideal Candidate:** You should be a certified financial planner or possess relevant qualifications/experience in finance or economics. A successful track record in financial advising with emphasis on investment strategy and market analysis is essential. Strong communication skills, confidentiality commitment, and the ability to simplify complex financial concepts for client understanding are also crucial. Ultimately, I seek a trusted advisor who combines strategic financial planning with personalized advice, geared towards achieving my short-term and long-term objectives.
Project ID: 37778989

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30 proposals
Remote project
Active 1 mo ago

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30 freelancers are bidding on average $113 USD for this job
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Hello, I am a licensed financial accountant from UK with more than 10 years of experience in Accounting and Finance. The experience of mine working as a financial accountant helped me grow with the audit firms and large listed companies where I helped them achieving some higher end goals such as preparation of financial statements, preparing financial projections, making financial analysis and business valuation. These are my top skills since 2013 because I've been practicing these skills on n off for multiple clients across the globe. I have recently projected 4 years of financial statements of an Aussie client worth $10 million plus. I am available to render my services for your company whether it is budgeting, forecasting, planning, financial analysis or financial statement preparation. I am a meticulous accountant who always attempt to deliver a top notch service for my clients. Feel free to get in touch with me and decide the scope and price of the work. Thank You! Regards, Azmat Ali
$100 USD in 2 days
4.8 (200 reviews)
6.9
6.9
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Hello Sir, I am an experienced Cost and Management Accountant and Financial Analyst having more than 7+ years experience in Accounting and Finance. I have served more than 3+ years with top rated audit firm KPMG. I can do this job efficiently as per your given instructions within the short time with 100% accuracy. Looking for your response. Thanks
$200 USD in 2 days
4.9 (21 reviews)
4.8
4.8
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
$180 USD in 4 days
4.8 (21 reviews)
5.0
5.0
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I have a feeling that I may be the ideal fit for your financial management needs. As a Certified Public Accountant with years of experience in financial planning and management, I have amassed a wealth of knowledge in budgeting, forecasting, and modelling. These skills are fundamental to what you're seeking: creating a sturdy budgeting plan based on your current financial status and relevant future goals. Furthermore, my strong investment background is a perfect match for your second need. Having worked with diverse clients over the years, I understand the uniqueness and necessity of personalized advice when developing an excellent investment portfolio. Navigating the ever-changing market can be daunting, but with my all-round market knowledge I can offer you profound insights on financial markets especially in spotting potential opportunities and anticipating challenges that come along. Consider me as the dedicated partner who will prioritize your satisfaction above anything else in journey towards long term financial stability and growth.
$150 USD in 2 days
5.0 (17 reviews)
4.5
4.5
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Hi, I have seen your your project details and I am the "BEST CANDIDATE" for this job "Expert Financial Guidance Needed". I am Aisha Mujahid, a seasoned professional offering a comprehensive suite of writing services tailored to elevate your brand and communications. I have a proven track record and a 100% satisfaction ratio from over 2500 clients, I am eager to contribute to your project's success. I offer a comprehensive array of services tailored to meet your diverse needs. My services are; Article & Blog Writing, Website Content, Book/eBook Writing, Product Descriptions, Presentations, Resume/CVs, Cover Letters, LinkedIn Profiles, Business Plans, Pitch Deck Presentations, Feasibility Reports, YouTube Scripts, White Papers, and Grant Writing. Let's collaborate to craft compelling narratives that leave a lasting impact. I look forward to the opportunity to enhance your brand through the power of words.
$30 USD in 1 day
5.0 (19 reviews)
4.2
4.2
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I am damn sure that I can complete this project "Expert Financial Guidance Needed" beyond your expectations and within your given time and budget. I am a specialized writer who has been providing professional writing services since 2017 and I have 800+ reviews with 4.8 ratings. In this industry, to produce 100% output the most important thing is the “CREATIVITY” because every time clients demand something “Unique, New & Better”. Since 2017, I have found myself highly creative and this is the main reason for my success because I have achieved the 99% client satisfaction ratio. I have mastered multiple writing skills such as; Investor Ready Business Plans, Pitch Deck Presentations, Financial Models, Feasibility Reports, ATS Resume/CV, Job-winning Cover Letters, Optimized LinkedIn Profiles, White Papers, Grants, Press Releases, Biographies, Speeches, Letters, Website Contents, Articles, Blogs, Book/eBooks, Product Descriptions, and Editing and Proofreading. Please click on the "Award" button to hire me. I am waiting for you, "Thank You"
$30 USD in 1 day
4.3 (33 reviews)
4.7
4.7
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Being an experienced and certified financial planner, I understand the criticality of strong financial management. My solid understanding of finance, investment planning, and market trends will prove essential in your budgeting and investment goals. Drawing from my success of developing personalized investment portfolios for clients, I assure you adept guidance in achieving long-term financial stability. Moreover, my skills in business analysis will enable me to carefully assess your current financial state and future aims to design a robust budgeting plan tailored to your specific needs. Furthermore, my ability to simplify complex financial concepts will ensure you gain a comprehensive understanding of our strategies without overwhelming you with jargon. In addition to the above, I maintain an unwavering commitment to client satisfaction and confidentiality. My work ethics and promise for high-quality performance align perfectly with your expectations. This, together with my expertise in intense market research, ensure that I am capable of providing continuous insightful analysis on various financial markets, foreseeing challenges and identifying opportunities that could influence your investments and future plans.
$35 USD in 1 day
4.7 (12 reviews)
4.5
4.5
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Dear Employer, I am excited to apply for the Business Plan for Start-Up position. As a highly skilled professional with excellent English skills and experience in creating comprehensive business plans. My writing process involves conducting thorough market research, developing financial projections, and creating a marketing strategy that aligns with your organization's goals. I have extensive experience in creating business plans for start-ups, and I am confident that I can contribute to your project by bringing a wealth of knowledge and expertise. Regarding deliverables, I will provide a detailed and well-researched business plan that includes market research, financial projections, and a marketing strategy. Thank you, Global Text Solutions"
$130 USD in 3 days
4.8 (16 reviews)
4.2
4.2
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I have many years of experience in Accounting, Financial Research, Finance, Business Analysis, and Financial Analysis. I have completed many similar projects in the past. I have gone through your project description and it seems like our team is a great fit for this job. Please come over chat and discuss your requirements in a detailed way. Samples of my work will be shared upon request. Thank you, Maherun Nesa.
$150 USD in 2 days
5.0 (7 reviews)
3.7
3.7
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Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,
$30 USD in 1 day
4.9 (12 reviews)
3.9
3.9
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Expert Financial Guidance Needed My name is Rabia Faisal, I am working in the writing industry since 2011. During this time, I have served countless clients with a full amount of satisfaction by providing them with TOP Quality Solutions. I have command of all references APA, Harvard, IEEE, MLA & Chicago, etc. I will provide plagiarism-free work with 100 percent accurate grammar within your given deadline. Please message me to get Top Class Services. I am waiting; https://www.freelancer.com/u/TopWritingGuru
$30 USD in 1 day
4.6 (10 reviews)
3.4
3.4
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Expert Financial Guidance Needed My name is "Usama Safdar" and I am a Ph.D degree holder which means I am highly-capable to tackle this project "Content Editor " with 100 percent accuracy. I am a professional writer with over 6 years of experience in writing; Essays, Research Summaries, Thesis, Dissertation, Lab Reports and Case Studies. I always provide High-Quality Solutions within the shortest possible time with all instructions followed against very reasonable prices. I can manage works even with shortest deadlines like; "2500 words work in just 6 Hours" with very reasonable time. As a pro academic writer I am also familiar with all the referencing styles; such as APA, Harvard, OSCOLA, IEE, MLA etc. I always provide plagiarism-free solutions and as a prove I also provide "FREE Turnitin reports". For Samples, please visit my profile https://www.freelancer.com/u/SolutionMart Please message me to start the discussion. Thank You
$30 USD in 1 day
4.4 (9 reviews)
3.7
3.7
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With a solid background in business analysis, finance, and financial analysis, I am your ideal candidate for this project. My abilities in gauging market trends and weighing investment options will be key to developing your personalized budgeting and investment strategies. Having served a plethora of clients since 2010, my experience not only underlines my competence but also assures you of diverse thinking and adaptability. Your retirement plan is an area of particular focus for you - and I'm geared to provide meticulous advice, taking into account even the most minute detail. As a stalwart penman in Excel and Google Sheets, I can ensure your budget goes beyond mere numbers on a spreadsheet. It'll be an extensively tailored roadmap to your future financial security, helping you maximize your goals with minimal risk. Moreover, confidentiality and communication are significant aspects of this project that would not be taken lightly. My unwavering commitment to these principles greatly reflects in my prior work. Together, we can navigate the financial markets for lucrative opportunities balancing them with astute risk mitigation strategies. Collaborating with me ensures meticulousness, proficiency, and above all else - a partner working tirelessly towards enhancing your financial position. Empower your decision-making process by making me your data ally today!
$30 USD in 1 day
4.7 (5 reviews)
3.3
3.3
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Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2009 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$30 USD in 1 day
4.9 (3 reviews)
2.1
2.1
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With a background in software engineering and financial writing, I bring an interdisciplinary perspective that can be invaluable when it comes to your financial planning needs. My eight years of deep technical expertise, particularly in Python, C++, and Java, is directly transferable to areas such as budgeting, market analysis, and investment strategies. Having developed over 4000 high-quality papers on diverse topics, rigorous analysis and meticulousness in detail are my strong suits – qualities that I believe are absolutely necessary for your project. Lastly, my flair for growth hacking signifies my approach to constantly seek innovative solutions and capitalize on untapped domains. In practical terms for our project together, this means that apart from the standard financial analyses that you would expect from a competent professional like me, I also incorporate non-traditional sources of information to gain a better grip on investment prospects. I offer you an augmented skill set as compared to a traditional client adviser. Let's get started!
$30 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Providing expert financial counsel in budgeting, investments, and retirement planning. With a rich background as a consultant and lecturer, I offer a wealth of experience and a profound grasp of financial management principles. My tailored strategies and market insights are poised to deliver optimal results, safeguarding your long-term financial stability and growth.
$30 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Olá ! Sou Sara, consultora financeira pessoal dedicada a fornecer orientação sólida e confiável em questões financeiras. Possuo expertise abrangente e estou aqui para auxiliá-los em diversos aspectos essenciais: 1. Educação Financeira: Ensinar estratégias práticas para alcançar a estabilidade financeira e tomar decisões informadas. 2. Aquisição de Bens: Orientar no processo de aquisição de propriedades, veículos e outros bens, alinhando-se com seus objetivos financeiros. 3. Investimentos: Desenvolver estratégias de investimento personalizadas, visando o crescimento do seu patrimônio a longo prazo. 4. Aposentadoria: Planejar o futuro com segurança, garantindo uma aposentadoria confortável através de estratégias de poupança e investimento. 5. Proteção de Patrimônio: Implementar medidas para proteger seus ativos, assegurando a preservação do seu patrimônio ao longo do tempo. Contem comigo para guiá-los rumo a uma saúde financeira duradoura e próspera. Estou à disposição para discutir como posso ajudar você a atingir seus objetivos financeiros. Obrigada pela atenção.
$140 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Dear, I am reaching out to offer my professional business writing services, backed by five years of experience in Business Planning, Financial Planning, Sales Planning, Marketing Planning, and a range of related services. With a strong focus on meticulous research and a deep understanding of real business scenarios and the latest industry trends, I am dedicated to delivering comprehensive and tailored plans that meet your specific needs. I can assist you in developing a strategic roadmap that aligns with your goals and maximizes your chances of success. Please let me know a convenient time for us to connect and further discuss your requirements. Thank you for considering my services. I look forward to the opportunity of working with you. Warm regards,"
$140 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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I am a business graduate majoring in Finance & Accounting. I am expert in MS Excel, Google sheets. I will solve all kinds of your problems associated with MS Excel, Spreadsheets. I have been doing financial projections, cash flow analysis, forecasting, and budgets for 12 years. I am experienced in preparing business plans, bookkeeping, payroll accounting, tax accounting, financial analysis & valuation. I will help you to complete all files related to your business, corporate tax filing and bank reconciliation tasks in a professional way with excellent accuracy.
$30 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Hi team, I have read and understood your requirements. Here is why you should accept my bid : 1. I am a qualified Chartered Accountant and Certified Public Accountant. I have 10+ years experience of finance and accounts, with work experience in Big4, industry and startups as well. So, you know you have the eyes of a professional focusing on your work. 2. I have been in the UAE for the past 4 years, working for 2 companies - first one was a manufacturing company, and the second one was a trading firm with interests in event management, catering and aviation. I have also worked in India for 6 years. I have closely worked on and handled the entries of sales, purchases, etc right up to the financial analysis and P&L analysis with the managements. I will be able to handle all this part for you easily, provided all backup documents are complete, correct and proper. 3. I am excited about the opportunity to contribute to your dynamic healthcare start-up as a proactive bookkeeper. With a strong background in bookkeeping, proficiency in Quickbooks, Xero, GST& HGST and a "Can Do" attitude, I am confident in maintaining water-tight financial procedures, handling accounts, and supporting the Head of Production. I sincerely think I would be able to support you with your work in a timely and proper manner. Happy to help and looking forward
$140 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED ARAB EMIRATES
dubai, United Arab Emirates
4.9
36
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Member since Jun 3, 2018

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