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!

Müşterilerimiz, Financial Planners freelancerlarımızı 24,913 değerlendirme içinden 5 üzerinden 4.9 ile derecelendirdi.
Financial Planners İşe Alın

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!

Müşterilerimiz, Financial Planners freelancerlarımızı 24,913 değerlendirme içinden 5 üzerinden 4.9 ile derecelendirdi.
Financial Planners İşe Alın

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    25 iş bulundu

    We are looking for an experienced Startup Fundraising Expert / Investment Advisor to help raise investment for our SaaS platform Blueheaven ONE, developed by Blueheaven Software India Pvt. Ltd. Blueheaven ONE is a unified platform designed to help businesses manage operations, automation, and digital workflows from a single system. We are currently preparing for early-stage fundraising and are looking for professionals who have experience connecting startups with angel investors, VCs, or strategic investors. Engagement Model: • Success Fee Based (percentage after successful fundraising) • Open to advisors, investment consultants, or fundraising specialists Responsibilities: • Help structure the fundraising strategy • Introduce relevant investors / VCs / angel networ...

    €6 - €1403
    €6 - €1403
    0 teklifler

    Application only for US, UK CANADA Job Summary: Join our customer's team as an Investment Banking Modeling Analyst, contributing your deep transaction experience to help shape the future of finance and AI. In this high-impact, flexible role, you will transform real-world investment banking workflows into structured deliverables that power advanced financial decision systems for leading enterprises. Position is applied ony through the company website not on FREELANCER!! apply if acceptable Key Responsibilities: Convert complex investment banking and M&A processes into structured, knowledge-rich outputs Build, review, and annotate high-quality financial models (LBO, M&A, 3-statement, valuation) Create and refine investor-grade documents including IC memos, CIM sections, and...

    €109 / hr Average bid
    €109 / hr Ortalama Teklif
    2 teklifler

    I need a comprehensive farm tax spreadsheet to track income and expenses for federal and state taxes. Requirements: - Track income and expenses - Categorize expenses: - Equipment and machinery - Seeds and fertilizers - Labor and wages Ideal Skills and Experience: - Proficiency in spreadsheet software (Excel, Google Sheets) - Experience with tax preparation and farm financials - Attention to detail and accuracy

    €329 Average bid
    €329 Ortalama Teklif
    87 teklifler

    ADN DEL PROYECTO Cocula es un desarrollo natural en el desierto, pensado como: • Territorio de libertad • Inversión patrimonial de baja densidad • Proyecto auténtico, no masivo • Valor por ubicación, paisaje y concepto, no por urbanización pesada ________________________________________ DIFERENCIADOR CLARO • No compite con fraccionamientos urbanos • No vende “servicios”, vende territorio • No promete lujo artificial, promete valor real + visión ________________________________________ Necesidad que atiende: autonomía, decisión propia. • Uso flexible • Construcción libre con respeto • Sin reglas innecesarias Necesidad que atiende: descanso psicológico. • Menos e...

    €372 Average bid
    €372 Ortalama Teklif
    3 teklifler

    Please read carefully before applying I am looking for an experienced financial analyst or financial modeler to help prepare a detailed cash flow forecast for a residential construction project. I already have a comprehensive project cost estimation sheet, and several project costs have already been incurred. The goal of this project is to convert the existing cost estimate into a structured cash flow forecast model that clearly shows the timing of cash inflows and outflows throughout the construction period. Project Background: - Land has already been purchased. - Some project expenses such as architectural design, permits, and site demolition have already been paid. - A portion of the project loan has already been drawn. - A detailed cost estimation sheet for the remaining constructi...

    €26 / hr Average bid
    €26 / hr Ortalama Teklif
    24 teklifler

    Saya ingin benar-benar memahami proses pembayaran dan, khususnya, cara menarik dana dari akun Freelancer.com. Fokus saya ada pada alur “Proses pembayaran dan penarikan dana”, dengan penekanan pada langkah-langkah penarikan (withdrawal) yang aman, cepat, dan hemat biaya. Apa yang saya butuhkan dari Anda Saya berharap Anda bisa memandu saya secara praktis—mulai dari syarat verifikasi, pilihan metode penarikan yang tersedia untuk pengguna Indonesia, sampai estimasi waktu pencairan, biaya, dan tips menghindari kendala umum. Contoh topik yang ingin saya lihat mencakup: • Kapan saldo bisa ditarik dan bagaimana status “pending” bekerja • Perbedaan jadwal serta biaya antar metode (PayPal, kartu, transfer bank lokal, dll.) • Cara memastikan akun l...

    €430 Average bid
    €430 Ortalama Teklif
    1 teklifler

    Saya ingin benar-benar memahami proses pembayaran dan, khususnya, cara menarik dana dari akun Freelancer.com. Fokus saya ada pada alur “Proses pembayaran dan penarikan dana”, dengan penekanan pada langkah-langkah penarikan (withdrawal) yang aman, cepat, dan hemat biaya. Apa yang saya butuhkan dari Anda Saya berharap Anda bisa memandu saya secara praktis—mulai dari syarat verifikasi, pilihan metode penarikan yang tersedia untuk pengguna Indonesia, sampai estimasi waktu pencairan, biaya, dan tips menghindari kendala umum. Contoh topik yang ingin saya lihat mencakup: • Kapan saldo bisa ditarik dan bagaimana status “pending” bekerja • Perbedaan jadwal serta biaya antar metode (PayPal, kartu, transfer bank lokal, dll.) • Cara memastikan akun l...

    €13 - €22 / hr
    €13 - €22 / hr
    0 teklifler

    Saya sedang memulai toko kue dan membutuhkan bantuan untuk merancang rencana bisnis yang solid dan strategi pemasaran yang efektif. Tujuannya adalah untuk memastikan toko kue ini bisa segera beroperasi dan menghasilkan pendapatan yang optimal. - Rencana Bisnis: - Menyusun model bisnis yang sesuai dengan target pasar. - Merencanakan struktur operasional dan logistik. - Menetapkan proyeksi keuangan dan anggaran. - Strategi Pemasaran: - Mengidentifikasi pasar sasaran dan preferensi konsumen. - Mengembangkan branding dan identitas toko kue. - Menyusun strategi promosi dan distribusi. Idealnya, saya mencari seorang freelancer dengan pengalaman dalam bisnis kuliner, yang mengerti pasar Indonesia, dan memiliki rekam jejak dalam merancang strategi bisnis serta pemasaran yang ber...

    €215 - €645
    €215 - €645
    0 teklifler

    Je termine mes études en agronomie et je souhaite maintenant poser les bases d’une entreprise de services agricoles. Le projet est entièrement personnel : je n’ai pas encore de structure officielle, mais je veux préparer dès aujourd’hui un dossier solide pour pouvoir le lancer dès l’obtention de mon diplôme. Objectif Je veux proposer un service d’amélioration des techniques de culture aux petits et moyens producteurs de mon pays, la Côte d’Ivoire. Cela inclut également des initiatives dans des secteurs peu exploités comme l’élevage et la transformation agroalimentaire. L’idée est d’accompagner les paysans sur le terrain : diagnostics de sols, choix vari...

    €423 Average bid
    €423 Ortalama Teklif
    11 teklifler

    Je lance une entreprise de riz de contre-saison qui vise à lutter contre le chômage des jeunes et la pauvreté dans les zones rurales. Je suis à la recherche d'un expert en développement d'entreprise et en levée de fonds pour m'aider à: - Élaborer un plan d'affaires solide qui souligne la viabilité et l'impact social de mon entreprise. - Développer une stratégie de financement qui inclut la recherche de subventions, le crowdfunding, et la présentation aux investisseurs. - Créer des campagnes de sensibilisation pour attirer l'attention des bonnes volontés, des investisseurs et des donateurs. - Mettre en place des structures ou partenariats locaux pour l'emploi ...

    €482 Average bid
    €482 Ortalama Teklif
    3 teklifler

    I want to open a new trading account and get it ready for live use, but I’d prefer someone on the ground in Bangladesh to guide me step-by-step. The immediate task is straightforward: create the account in my name and make sure it is fully operational. Because I already trade on Binance, we can speak the same crypto language—USDT transfers, basic blockchain concepts, and exchange workflows won’t need explaining. Here’s what I expect from you: • Walk me through the sign-up flow in real time (video call or screen-share is fine). • Complete KYC and regional verification smoothly, using best practices you’ve tested yourself. • Leave me with clear, written next steps for deposits, withdrawals, and any Bangladesh-specific compliance tips. You must b...

    €233 Average bid
    €233 Ortalama Teklif
    1 teklifler

    My business accounting needs have outgrown spreadsheets, so it’s time to move everything into a reliable, well-structured system and keep it there. The core of this project is ongoing accounting support that covers three concrete areas: • Bookkeeping – timely recording and reconciliation of all transactions, clean ledgers, and month-end closings. • Financial analysis – concise management reports that highlight cash flow, profitability, and trends so I can make informed decisions. • Tax preparation – accurate, compliant filings with schedules and supporting workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative an...

    €17 / hr Average bid
    €17 / hr Ortalama Teklif
    38 teklifler

    I’m starting a new commercial project and need two complementary skill sets brought together. First, I require solid financial planning—no bookkeeping or tax preparation, just forward-looking advice tailored to the architecture aspects of this venture. The focus is simply “Architecture” in the sense of cash-flow forecasts, cost modelling, and investment timing that keep the build on track without overruns. Second, I need a qualified architect to develop the full commercial design package: concept sketches through to permit-ready drawings, 3-D models and material schedules. Familiarity with AutoCAD, Revit, or similar industry tools will help us move smoothly from schematic design to detailed construction documents. Deliverables • Financial planning report ...

    €90 Average bid
    €90 Ortalama Teklif
    13 teklifler

    Looking for a website for a financial planning firm. Please submit ONLY if you have had experience with building such a site. I have some content. Please submit examples of your work. Thanks

    €16 / hr Average bid
    €16 / hr Ortalama Teklif
    154 teklifler

    My business accounting needs have outgrown spreadsheets, so it’s time to move everything into a reliable, well-structured system and keep it there. The core of this project is ongoing accounting support that covers three concrete areas: • Bookkeeping – timely recording and reconciliation of all transactions, clean ledgers, and month-end closings. • Financial analysis – concise management reports that highlight cash flow, profitability, and trends so I can make informed decisions. • Tax preparation – accurate, compliant filings with schedules and supporting workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative an...

    €374 Average bid
    €374 Ortalama Teklif
    45 teklifler

    Necesito la ayuda de un contador o experto financiero para desarrollar la sección “Estructura de costos” de mi Business Model Canvas orientado a un negocio de comercio minorista. Alcance solicitado • Identificar y cuantificar los costos fijos que sostendrán la operación. • Definir los costos variables ligados al volumen de ventas. • Elaborar un análisis de costos por producto que muestre márgenes y puntos de equilibrio. Punto de partida No dispongo de estados financieros ni de datos históricos de ventas, por lo que requeriré que propongas supuestos realistas y me orientes sobre la información mínima que debo recopilar para afinar las cifras. Entregable esperado 1. Documento explicat...

    €100 Average bid
    €100 Ortalama Teklif
    19 teklifler
    Bilan Financier 2025 Complet
    3 gün left
    Onaylı

    Je souhaite faire réaliser le bilan 2025 de mon entreprise. Le contenu doit se concentrer exclusivement sur les données financières : • Élaboration du bilan comptable 2025, structuré et clairement présenté. • Préparation d’un compte de résultat complet pour la même période. Je ne souhaite pas d’analyse comparative avec les années antérieures ; le travail porte uniquement sur l’exercice 2025. Merci d’indiquer votre méthode (Excel, logiciel comptable, etc.) et le délai nécessaire pour me livrer un dossier final prêt à être présenté.

    €46 Average bid
    €46 Ortalama Teklif
    10 teklifler

    I run a rapidly expanding courier service with hubs in Nevada, Chicago, New York, and Washington DC. We cycle through roughly 100 - 500 transactions each month and all of our data already lives inside QuickBooks Online. Here’s what I need you to own: • Accurate monthly financial statements, P&L, balance sheet, and cash-flow, delivered by the 5th business day. • End-to-end payroll processing for drivers and office staff (bi-weekly). • Day-to-day management of accounts payable and receivable so vendor bills, client invoices, and driver settlements stay current. You’ll receive secure, view-only feeds from our bank, credit cards, and delivery platforms, plus any historical files you need to get fully caught up. A short variance summary or set of notes...

    €27 / hr Average bid
    €27 / hr Ortalama Teklif
    60 teklifler
    QuickBooks Online Expert
    2 gün left
    Onaylı

    We need someone who knows QuickBooks Online, and I need an experienced hand to keep everything running smoothly. The first priority is a clean, well-structured chart of accounts tailored to my operation; once the foundation is solid, you’ll take over the ongoing monthly bookkeeping—categorizing transactions, reconciling bank and credit-card feeds, and generating clear P&L and balance-sheet reports. From time to time errors pop up in QBO (sync hiccups, reconciliation issues, unexpected balance discrepancies). When they do, I’d like you to jump in, diagnose the root cause and correct it so my books stay accurate. I’m not planning to connect any third-party apps right now, so the focus is entirely on native QuickBooks Online functions. Acceptance criteria &bul...

    €15 / hr Average bid
    €15 / hr Ortalama Teklif
    25 teklifler

    I’m looking for a seasoned personal-finance professional who can show me clear, practical ways to make more money and manage what I already have more effectively. Right now I don’t have a structured budget, investment plan, or debt-reduction roadmap—I just know I want “more money” and a path that actually works. What I need from you: • A quick discovery call (or questionnaire) to grasp my current income, expenses, debts, and savings. • A concise, easy-to-follow action plan that covers day-to-day budgeting, recommended saving targets, and ideas for new or improved income streams. • Straightforward investment or side-hustle suggestions that match my risk tolerance and time commitment. • Simple tracking templates or spreadsheet tools so...

    €406 Average bid
    €406 Ortalama Teklif
    20 teklifler

    I’m looking for a seasoned personal-finance professional who can show me clear, practical ways to make more money and manage what I already have more effectively. Right now I don’t have a structured budget, investment plan, or debt-reduction roadmap—I just know I want “more money” and a path that actually works. What I need from you: • A quick discovery call (or questionnaire) to grasp my current income, expenses, debts, and savings. • A concise, easy-to-follow action plan that covers day-to-day budgeting, recommended saving targets, and ideas for new or improved income streams. • Straightforward investment or side-hustle suggestions that match my risk tolerance and time commitment. • Simple tracking templates or spreadsheet tools so...

    €352 Average bid
    €352 Ortalama Teklif
    11 teklifler
    Financial Planning website
    1 gün left
    Onaylı

    Looking for a website for a financial planning firm. Please submit ONLY if you have had experience with building such a site. I have some content. Please submit examples of your work. Thanks

    €84 Average bid
    €84 Ortalama Teklif
    99 teklifler

    Je souhaite lancer une production de riz hors saison irriguée par forage afin d’améliorer durablement les revenus des agriculteurs locaux. Je recherche un expert capable de transformer cette idée en un plan d’action clair et directement exploitable sur le terrain. Objectif principal • Augmenter le revenu des exploitants grâce à une campagne de contre-saison stable et rentable. Défis identifiés • Accès à l’eau : dimensionnement et implantation d’un forage fiable, estimation des débits, choix du système de pompage solaire ou diesel ou à gaz. • Capacité de stockage : solutions de silos ou entrepôts adaptés au climat, prévention des pert...

    €1290 - €2581
    €1290 - €2581
    0 teklifler

    I need someone to write a masters manual for my businesses services builders manual sales script and intake form fof clients access and info. I expect it to be 20 or so page's long with detailed descriptions on terminology services included prices expected completion dates financial forcast etc. I will give you a prompt and/or a document to use with copilot ai(free app) and you can use copilot to help you complete it. If you feel copilot does not give enough detail then expand it on your own. Use tell copilot to use the descriptions from this job posting plus the document i give you into copilot chat as well. You will have 2 days to complete it and will be paid by the end of the week from start date. Please message me after submitting bid. (I will not be communicating first) Side not...

    €26 Average bid
    €26 Ortalama Teklif
    42 teklifler

    Project Type: Fundraising / Capital Introduction Budget: Success Fee Only (Percentage of Funds Raised) Description: I am seeking an experienced capital introducer with direct relationships to: Family offices (single-family or multi-family) Lending companies (private credit funds, direct lenders, debt funds) Institutional investors that do direct debt deals High-net-worth individuals with family office-style direct investment appetite The Opportunity: We are raising $500,000 in senior secured debt for an AI-native education infrastructure company. Key Terms: Fixed Return: 50% over 24 months ($250,000 interest on $500,000 principal) Security: First lien on all IP and hardware (investor paid before founders, before staff, before expansion) Breakeven: 50 pods total ever (12% of target) Insta...

    €34152 Average bid
    €34152 Ortalama Teklif
    5 teklifler

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