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Develop my personal financial plan

$250-750 USD

Concluído
Publicado há aproximadamente 5 anos

$250-750 USD

Pago na entrega
I am looking for help designing a financial plan as I prepare how to manage my money ahead of going to graduate school. I have multiple international accounts, and do not have enough savings to pay for graduate school on my own, so I am looking for someone with expertise in: - Currency conversion / cross-border money management (e.g., when should I transfer my cash in GBP to USD?) - School tuition planning (e.g., how much should I pay down in cash vs. take out in loans? Which types of loans?) Please note: I am looking for someone with financial advisory expertise - not just to set up a budgeting tool in Excel. Ideally you are a Certified Financial Planner (or similar).
ID do Projeto: 18965358

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39 propostas
Projeto remoto
Ativo há 5 anos

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Good morning, I am currently a licensed CPA, PFS, & CFP working primarily with individual financial planning clients on all aspects of their financial life. I have completed thousands of financial plans over more than a decade working in the financial planning industry. I pride myself on creating value for clients by custom tailoring the financial advice I give to their specific goals and objectives. I have bid an hourly rate lower than my standard billing rate, as I think that this project would offer me good experience as I am newer to the freelancer side of Freelancer.com, and my current objective is to build my online reputation. Please let me know if you have any question, or would like to learn more about the services that I can provide. I have attached a brief version of my current resume listing credentials, work history, and education. I look forward to discussing this project in greater detail. Thank you, Fred W. Lundin, CPA, PFS, CFP
$277 USD em 10 dias
0,0 (0 avaliações)
2,9
2,9
39 freelancers estão ofertando em média $354 USD for esse trabalho
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I am a qualified professional accountant, APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$277 USD em 10 dias
4,9 (593 avaliações)
8,0
8,0
Avatar do Usuário
CHECK MY SAMPLE WORK HI. I have read your requirements mentioned in the project details. I would like you to see my sample work and check the quality that I can provide. I am an affiliate chartered accountant (CPA) with 9+ years of experience. i have prepared FINANCIAL plans for clients based in US, UAE, KSA, Pakistan, UK etc. by carrying out the market research in their specific areas. I have prepared business plans & feasibilities for restaurants, manufacturing, trading, services, IT sector etc. In my deliverables, i will provide you excel sheet containing financial model and editable MS Word document for any further work that you may needed from time to time. Please contact and discuss the details. i can deliver you within 3 - 4 days time.
$350 USD em 4 dias
4,7 (249 avaliações)
7,3
7,3
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Hey, I can help you in making finance plan as I have done Masters in Finance from the University of Melbourne and have an experience of 6 years in this field so I can handle your task very well. I have full command on cash flows, balance sheets, financial plans/projections, budget and comparative analysis and so on. I assure you that I will provide you an exceptional quality work on your desired time. I am an experienced freelancer with more than 600 positive reviews from my clients living across the globe and I assure you that I won’t disappoint you with my work. Please message me so we can discuss about it more. Thank you! Regards, Monica!
$250 USD em 3 dias
4,9 (38 avaliações)
6,1
6,1
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I am a professional Financial Analyst and Excel expert holding years of experience in utilizing advance level tools and functions of Excel to develop highly dynamic and automated budgets, financial analysis tools and other customized financial planning dashboards. This project can be completed within much lesser price. I will be happy to discuss in detail.
$250 USD em 1 dia
4,6 (178 avaliações)
6,4
6,4
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Hi, I'm a Certified Public Accountant having more than experience of ten years in personal financing. Please check my profile for more reviews and discuss in detail over chat right now.
$500 USD em 5 dias
4,7 (109 avaliações)
6,6
6,6
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Hi, I will provide highly credible and well-researched financial advisory with my CFO level experience in the past. You may validate my profile which is also certified as “Preferred Freelancer” with highest trust score - 100%. I have completed 139 finance and business projects with great reviews in this platform. You may also look at the sample work in my portfolio section and great reviews of 84% FIVE STARS in last 50 reviews. I am a qualified finance professional with national merit and 25+ years of experience around Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hearing from you. Best Regards / Sanjib
$300 USD em 7 dias
4,8 (85 avaliações)
6,6
6,6
Avatar do Usuário
Hi. I am good in your required project, I also have a huge amount of working experience of more than 7 years. To ensure please visit my profile and check customers satisfaction level. https://www.freelancer.com/u/toplinesolutions To begin, please send me a message. I will complete your project within your given deadline. Thank you.
$250 USD em 1 dia
4,9 (57 avaliações)
5,7
5,7
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I am a professional freelancer having exceptional and diversified experience in business planning, research, marketing, business consultancy, business analysis, business proposals, accountancy, Pitch deck, and feasibility preparation along with many other skills. I have spent five years to gain relevant experience in the field I am serving with the 24/7 availability. I will create a comprehensive business plan for you. Would you like to hire my services?
$750 USD em 15 dias
5,0 (37 avaliações)
5,4
5,4
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Hello there! I liked the way you have given the job description. I am a professional financial planner and don't just want to end up creating a budget sheet for you but a more comprehensive insight into your financial plan for your studies. I have to study your present case and the scenario we have open now and in future. requesting you to please come on chat and discuss. Regards, yogesh
$277 USD em 5 dias
5,0 (33 avaliações)
5,3
5,3
Avatar do Usuário
Dear Client, We are a chartered accountant firm based in Lahore and provide consultancy services for preparing business planning, financial models, feasibility studies, forecasting, budgeting, cash flow statement, profit and loss statement, reconciliation of bank accounts, profitability analysis. I have prepared financial models for restaurants, manufacturing, trading, IT, and services etc. With my experience in financial services I assure I can help you in financial model responsibly and provide you with better quality. Please contact and have a look at my samples. Kindly drop me a message to take this forward. Regards, Omair
$315 USD em 4 dias
4,8 (45 avaliações)
5,4
5,4
Avatar do Usuário
Hi! I have checked your requirements on this financial plan. Can you please share the instruction? As a research analyst, I know where to look to elicit information, and how to properly analyze my findings. I am confident to deliver my best possible. Please come via chat in order to discuss your project.
$250 USD em 5 dias
5,0 (6 avaliações)
4,9
4,9
Avatar do Usuário
I am looking for help designing a financial plan as I prepare how to manage my money ahead of going to graduate school. I have multiple international accounts, and do not have enough savings to pay f... Read More
$250 USD em 2 dias
4,7 (28 avaliações)
5,0
5,0
Avatar do Usuário
Hi, I can do help in designing a financial plan as I prepare how to manage your money ahead of going to graduate school. kindly discuss details thanks.
$253 USD em 3 dias
5,0 (11 avaliações)
4,9
4,9
Avatar do Usuário
Hello. I am Edgar Díaz. I am Urban Planner with a MBA and Specialist in Project Management (PMI) I can handle many Financial, administrative, Econometric and Mathematical softwares (MSProject, Primavera, Simul8, Excel VBA, etc). Indeed, I am a Association of Chartered Certified Accountants of USA (AAA) student, NACPB and ACCA student too I think I have enough skill to do this task
$250 USD em 6 dias
4,9 (30 avaliações)
5,0
5,0
Avatar do Usuário
Hi. I am new on Freelancer.com but I have a huge amount of skills and expertise in this field. Please try me once and I will assure you superior quality paper within the agreed deadline. As I am new on this forum, so I am charging a low price ("pay the minimum and get high"). I’m waiting for your kind. https://www.freelancer.com/u/TopWritingGuru.Thanks
$250 USD em 1 dia
4,8 (19 avaliações)
4,5
4,5
Avatar do Usuário
Hi, I can help you with developing a personal financial plan for Currency conversion and School tuition. I'm an MBA in Business and Finance from Harvard Business School. I have created many business plans, articles, marketing research, financial analysis for my different clients. I am confident to present you well organized and strategic financial plan including all details that you are aiming to achieve will perfectly be described in the plan. Come over chat so we can discuss the project further. Regards, Moeez.
$250 USD em 5 dias
5,0 (9 avaliações)
4,3
4,3
Avatar do Usuário
Hello, You have just posted a project by requesting to write a financial plan. I specialize in helping SME's and Start-up's get a foothold in the business world by offering my expertise & services @ affordable prices. I know what makes a business ‘tick’ – I’ve got a wealth of experience in all aspects of business from developing Business Plans to administration - all of which is at your disposal. I can write you a business plan aimed at a specific type of investor (Bank/Business Angel etc) I can develop operational / strategic or marketing plans that can help your business flourish and I know how to create sales plans that work or write professional articles and design product brochures - all designed to help your business grow. I’ll just require you to fill out a questionnaire and then all you need do is sit back and relax while we take the burden off you! I’ll help you: Build the business of your dreams Prepare 5 YR Financial Analysis Prepare Market analysis and strategies for your Business Niche Create a Custom Business Plan Get that loan or grant from the bank The complete plan will include: 3-5 Year Financial Projection with Graphs and Charts, Executive Summary, Mission Statement, Objectives, Industry Analysis, Market Analysis Summary, Target Market Segment Strategy, Competitive Edge & Analysis, Competitive Summary, SWOT Analysis, etc. Thank you for reading and I hope to hear from you soon. Regards
$450 USD em 5 dias
4,1 (7 avaliações)
5,4
5,4
Avatar do Usuário
Hi, I have read your project brief and I understand that you're looking for a knowledgeable writer to help you to create engaging personal financial plan. Please give me a chance to prove my ability to complete your project at a fair price within time deadlines. Please don't hesitate to contact me so we can discuss your particular 'writing' needs. I'm looking forward to learning about your project! Thanks
$400 USD em 7 dias
5,0 (6 avaliações)
4,6
4,6
Avatar do Usuário
Hi, I see you looking for a financial plan. I am an experienced business writer and financial analyst and I'm a graduate in business management, Masters in finance from Staffordshire University, United Kingdom along with additional qualification of ACCA and a certified financial planner. I have experience in evaluating businesses, projects, budgets Currency conversions, Cash flow, and balance sheet, and other finance-related entities and also I have written research papers on Challenges to audit education for the 21st century, Ethics and professionalism in accounting education. I am sure that I can come up with the best suggestions for your reaching goals and expenditure and correct auditing. Come over the chat so we can discuss more details. Thank you
$250 USD em 10 dias
4,7 (12 avaliações)
4,8
4,8
Avatar do Usuário
Hello friend, welcome with your project. I have checked your requirements on this financial plan and confident to deliver a high-quality plagiarism free paper. Your topic is clear enough. I can make it at its best. Please let me know more about your requirements on my chat box. Then I will make it accordingly. Please reply to discuss more on your project. Also, provide the required reading materials/instruction sheet, if there is any. **Regular drafts will be provided. Thanks in advance. If there any project gets deleted you can hire me for private chatting from my profile link. Here is my profile link https://www.freelancer.com/u/Lily2k18 Please ignore my bidding price, I can confirm the pricing only after knowing your exact requirements.
$250 USD em 1 dia
4,8 (5 avaliações)
4,1
4,1

Sobre o cliente

Bandeira do(a) DENMARK
Ridgefield, Denmark
5,0
2
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Membro desde out. 7, 2014

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