Financial Planning is a key element to managing finances, yet it is often overlooked or underestimated by individuals. A Financial Planner is a professional who has the necessary skillset to effectively and efficiently map out a viable plan to manage and grow your finances. They are there to provide advice and recommendations for your financial needs, including budgeting, taxes, investments, insurance, estate planning and retirement planning. Their aim is to provide their clients with the ultimate goal — financial stability.

At Freelancer.com, we have world-class Financial Planners capable of developing complete and tailored strategic financial plans that are adjusted per each individual scenario. They produce detailed calculations in their financial plans featuring estimated outcomes, graphs and charts which provide maximum information to help drive informed decisions. Our Financial Planners are not just advisor and consultants but true problem solvers creating ingenious solutions which can serve as a successful asset for any household or business.

Here's some projects that our expert Financial Planners can make real:

  • Analysing financial risks
  • Reducing tax bills
  • Maximising investments
  • Creating comprehensive budget plans
  • Developing banking strategies
  • Drawing up estate plans
  • Optimising retirement strategies

These are just some of the services that our Freelancer.com Financial Planners can offer you – when you work with us, you’re guaranteed an experienced professional who will go above and beyond to ensure your financial plans operations run smoothly and efficiently. So if you’re in need of a Financial Planner for any kind of financial project such as developing an estate plan or cutting down on tax bills – post your project on Freelancer.com today!

Conform celor 24,363 recenzii, clienții îi evaluează pe Financial Planners cu 4.91 din 5 stele.
Angajează Financial Planners

Financial Planning is a key element to managing finances, yet it is often overlooked or underestimated by individuals. A Financial Planner is a professional who has the necessary skillset to effectively and efficiently map out a viable plan to manage and grow your finances. They are there to provide advice and recommendations for your financial needs, including budgeting, taxes, investments, insurance, estate planning and retirement planning. Their aim is to provide their clients with the ultimate goal — financial stability.

At Freelancer.com, we have world-class Financial Planners capable of developing complete and tailored strategic financial plans that are adjusted per each individual scenario. They produce detailed calculations in their financial plans featuring estimated outcomes, graphs and charts which provide maximum information to help drive informed decisions. Our Financial Planners are not just advisor and consultants but true problem solvers creating ingenious solutions which can serve as a successful asset for any household or business.

Here's some projects that our expert Financial Planners can make real:

  • Analysing financial risks
  • Reducing tax bills
  • Maximising investments
  • Creating comprehensive budget plans
  • Developing banking strategies
  • Drawing up estate plans
  • Optimising retirement strategies

These are just some of the services that our Freelancer.com Financial Planners can offer you – when you work with us, you’re guaranteed an experienced professional who will go above and beyond to ensure your financial plans operations run smoothly and efficiently. So if you’re in need of a Financial Planner for any kind of financial project such as developing an estate plan or cutting down on tax bills – post your project on Freelancer.com today!

Conform celor 24,363 recenzii, clienții îi evaluează pe Financial Planners cu 4.91 din 5 stele.
Angajează Financial Planners

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    17 proiecte găsite

    I need a polished, well-structured job description for a finance position that will double as the benchmark for our upcoming performance reviews. The document must clearly outline day-to-day responsibilities, expected competencies, and the specific metrics we will later use to evaluate success. It should read professionally enough to share with leadership yet remain practical for employees who will reference it during their self-assessments. Please incorporate common finance-sector terminology, highlight compliance and accuracy requirements typical of the field, and weave measurable goals—think ratios, deadlines, or audit scores—directly into each key duty. By the end, I want a crisp description that makes it effortless for managers to rate performance and for team members t...

    $18 / hr Average bid
    $18 / hr Oferta medie
    19 oferte

    I need a polished, well-structured job description for a finance position that will double as the benchmark for our upcoming performance reviews. The document must clearly outline day-to-day responsibilities, expected competencies, and the specific metrics we will later use to evaluate success. It should read professionally enough to share with leadership yet remain practical for employees who will reference it during their self-assessments. Please incorporate common finance-sector terminology, highlight compliance and accuracy requirements typical of the field, and weave measurable goals—think ratios, deadlines, or audit scores—directly into each key duty. By the end, I want a crisp description that makes it effortless for managers to rate performance and for team members t...

    $18 / hr Average bid
    $18 / hr Oferta medie
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    Credit Sweep Expert Needed
    5 zile left
    Cont confirmat

    I need someone to work behind the scenes and do my clients credit sweep for me. Must be familiar with the process already.

    $5 / hr Average bid
    $5 / hr Oferta medie
    17 oferte

    I’ve built a corpus a little above ₹1 crore and now want a clear, lawful strategy that lets me keep more of it in my pocket year after year. The immediate focus is pure tax planning—no dispute work, no routine filing—just a forward-looking plan whose single goal is to minimise my ongoing income-tax liability. What I expect from you • An end-to-end written strategy that applies the latest provisions of the Indian Income-tax Act, relevant circulars, and landmark rulings. • Practical illustrations showing the estimated tax outgo before and after your recommendations. • A step-by-step implementation roadmap I can follow or hand over to my CA for execution. Typical areas you might consider include deductions, exemptions on capital gains, HUF structuring,...

    $30 / hr Average bid
    $30 / hr Oferta medie
    7 oferte

    Dairy & Milk Products Business Project Business Name Milk Production & Dairy Products Business Total Investment ₹10,00,000 Important: No business can honestly guarantee ₹1 crore profit from a ₹10 lakh investment. A more realistic target is to build toward ₹1 crore annual turnover by expanding the business. Investment Plan Item Estimated Cost 6 good milk-producing buffaloes/cows ₹6,00,000 Animal shed & equipment ₹1,25,000 Initial cattle feed/fodder ₹75,000 Water/borewell & electricity setup ₹75,000 Milk containers, refrigerator, etc. ₹50,000 Small curd/paneer production setup ₹50,000 Emergency working capital ₹25,000 Total ₹10,00,000 Products to Sell Fresh milk Curd Paneer Ghee Other dairy products Target Customers Local households Sweet shops Hotels and restaurants Tea shop...

    $3 / hr Average bid
    $3 / hr Oferta medie
    2 oferte

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    $11 / hr Average bid
    $11 / hr Oferta medie
    12 oferte

    I’m ready to take the next, decisive step in raising my clients credit profile. I don’t have time to do myself. Their current report shows late payments, several collections accounts, and an old bankruptcy entry. On top of that, a few suspicious items suggest possible identity-theft activity. Deliverables I’d like to see: • Written dispute packages (or electronic filings) submitted to all three bureaus for the late-payment, collections, and bankruptcy entries • Documented follow-up schedule and status reports until each item is cleared or fully addressed • An action plan I can follow to keep my score climbing once the removals are complete, including practical steps on utilization, mix, and ongoing monitoring • Guidance on identity-theft prot...

    $8 / hr Average bid
    $8 / hr Oferta medie
    6 oferte

    Sou cidadão português, mas passei a maior parte da minha vida profissional no estrangeiro. Sempre que tento obter um empréstimo em Portugal, recebo uma recusa. Meu principal objetivo é resolver esse problema específico de crédito. O caso até agora • Recusa de empréstimos é o obstáculo imediato. • A justificação informada pelos bancos tem sido “renda não comprovada”. • Não há dívidas pendentes conhecidas e pretendo confirmar se o meu histórico nacional está realmente incompleto ou mal reportado. O que preciso de você 1. Investigar, de forma detalhada, todos os fatores que podem estar a impedir a aprovação de cr&eacu...

    $116 Average bid
    $116 Oferta medie
    2 oferte

    Looking for a Pakistan-Based Professional – Wise Business & Payoneer Setup I am looking for an experienced professional based in Pakistan who can assist me with setting up: * Wise Business * Payoneer Business My situation: * I own a US LLC * I have an EIN * I have all official LLC formation documents * I have a valid passport * I have a company website * I am a non-US resident currently living in Iraq * I have my real Iraqi residential address * My LLC currently has a Registered Agent address, but I do not have a physical US business address. Requirements: * Accounts must be opened using my real identity and legitimate company information * All information must match my LLC documents and EIN * I must retain full ownership and control of the accounts * No fake documents, fak...

    $158 Average bid
    $158 Oferta medie
    5 oferte

    I am an Australian resident and I want a registered ATO tax advisor with advanced expertise to take full responsibility for my personal returns and year-round compliance. The role is ongoing rather than a single consultation, so I need someone who can not only lodge each annual return accurately but also keep me ahead of any legislative changes, deductions, and reporting obligations. Typical work will include preparing and lodging my personal tax return, reviewing any investment or employment changes during the year, answering ad-hoc compliance questions, and flagging opportunities or risks well before deadlines. Clear, proactive communication is important to me, as is the ability to translate complex ATO requirements into practical next steps I can act on quickly. Deliverables I exp...

    $285 Average bid
    $285 Oferta medie
    13 oferte
    Weekly Bookkeeping & Reporting Support
    4 zile left
    Cont confirmat

    I’m looking to free up a few hours every week by handing off the routine bookkeeping that keeps my business running. Your focus will be twofold: first, accurate data entry of all transactions as they come in during the week; second, producing clear financial reports so I can quickly understand cash flow and performance. We’ll work on a weekly cadence. Each week you’ll receive bank and card statements (plus any scanned receipts) and enter them promptly, flagging anything that doesn’t match supporting docs. By week-end, I’ll need concise reports—primarily an updated profit & loss and balance sheet—so I can make informed decisions before Monday. I already have subscriptions to the major cloud platforms, so if you’re comfortable in QuickBoo...

    $103 Average bid
    $103 Oferta medie
    52 oferte

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    $7 / hr Average bid
    $7 / hr Oferta medie
    42 oferte

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    39 oferte
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    3 zile left
    Cont confirmat

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    $94 Average bid
    $94 Oferta medie
    7 oferte

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    $11 / hr Average bid
    $11 / hr Oferta medie
    42 oferte

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    $3 / hr Average bid
    $3 / hr Oferta medie
    9 oferte

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    $143 Average bid
    $143 Oferta medie
    2 oferte

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