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!

24,809 건의 리뷰 기록에서, 저희 프리랜서( Financial Planners )에 대한 거래선 측의 평가는 별점 5점 만점에 4.9점입니다.
Financial Planners 분야 채용

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!

24,809 건의 리뷰 기록에서, 저희 프리랜서( Financial Planners )에 대한 거래선 측의 평가는 별점 5점 만점에 4.9점입니다.
Financial Planners 분야 채용

필터

내 최근 검색 기록
필터링 기준:
예산
최대
최대
최대
유형
보유 기술
언어
    프로젝트 진행 단계
    25 찾은 프로젝트

    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...

    $24 / hr Average bid
    $24 / hr (평균 입찰가)
    9 건의 입찰

    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...

    $271 Average bid
    $271 (평균 입찰가)
    1 건의 입찰

    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 ...

    $108 Average bid
    $108 (평균 입찰가)
    10 건의 입찰

    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

    $19 / hr Average bid
    $19 / hr (평균 입찰가)
    138 건의 입찰

    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...

    $433 Average bid
    $433 (평균 입찰가)
    33 건의 입찰

    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...

    $108 Average bid
    $108 (평균 입찰가)
    15 건의 입찰
    Bilan Financier 2025 Complet
    5 일 left
    인증 완료

    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.

    $53 Average bid
    $53 (평균 입찰가)
    10 건의 입찰

    I need my UK personal and business tax returns prepared and submitted no later than 12 March. I do not yet have every document in order, so part of the job is guiding me on what is missing and helping me pull the data together correctly—bank statements, expense receipts, payroll figures, the works. Once these filings are safely lodged, I would like to keep working together on day-to-day bookkeeping, periodic financial reporting and forward-looking tax planning, so accuracy and clear communication are must-haves. Deliverables for this first engagement • Completed personal income tax return, ready for submission • Completed corporate/business tax return with all schedules • A concise checklist of the documents you used and any still outstanding • A short...

    $18 / hr Average bid
    $18 / hr (평균 입찰가)
    20 건의 입찰

    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...

    $32 / hr Average bid
    $32 / hr (평균 입찰가)
    59 건의 입찰
    QuickBooks Online Expert
    5 일 left
    인증 완료

    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...

    $18 / hr Average bid
    $18 / hr (평균 입찰가)
    25 건의 입찰

    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...

    $483 Average bid
    $483 (평균 입찰가)
    19 건의 입찰

    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...

    $409 Average bid
    $409 (평균 입찰가)
    11 건의 입찰

    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. L’idée est d’accompagner les paysans sur le terrain : diagnostics de sols, choix variétal, itinéraires techniques, bonnes pratiques de fertilisation, irrigation raisonnée et gestion intégrée des ravageurs. Ce que j’attends ...

    $447 Average bid
    $447 (평균 입찰가)
    6 건의 입찰
    Financial Planning website
    4 일 left
    인증 완료

    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

    $98 Average bid
    $98 (평균 입찰가)
    99 건의 입찰

    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...

    $1500 - $3000
    $1500 - $3000
    0 건의 입찰

    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...

    $31 Average bid
    $31 (평균 입찰가)
    42 건의 입찰

    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...

    $39700 Average bid
    $39700 (평균 입찰가)
    5 건의 입찰

    Saya sedang membutuhkan dana sebesar Rp10 juta secepatnya untuk membeli sebuah motor yang sudah saya pilih. Saya mencari seorang ahli yang memahami pasar pembiayaan di Indonesia—mulai dari bank konvensional, koperasi, aplikasi pinjaman online, hingga platform P2P lending—dan bisa memandu saya hingga dana benar-benar cair. Ruang lingkup pekerjaan: • Menganalisis profil finansial saya secara singkat dan menyarankan skema pinjaman paling realistis (bunga, tenor, biaya admin). • Menyusun daftar minimal tiga opsi pemberi pinjaman lengkap dengan persyaratan dokumen, estimasi waktu proses, serta langkah pengajuan. • Membantu menyiapkan dan meninjau seluruh formulir, surat keterangan, atau dokumen pendukung agar lolos verifikasi pertama kali. • Memberi pand...

    $500 Average bid
    $500 (평균 입찰가)
    3 건의 입찰

    I’m looking for a meticulous bookkeeper who can log in each business day, enter every transaction from the previous 24 hours, reconcile the running balances, and leave me with an up-to-date snapshot of cash flow and profit. Bookkeeping is the only service I’m after right now; tax prep and broader financial analysis are handled elsewhere. The volume is moderate—usually 50–100 line items per day spread across two bank accounts, one credit-card feed, and a handful of payment processors. I’ll upload invoices, receipts, and bank statements to a shared cloud folder and grant you direct access to the accounting file. If you already specialise in QuickBooks, Xero, or FreshBooks that’s perfect; I’m flexible and can migrate the data to whichever platform yo...

    $260 Average bid
    $260 (평균 입찰가)
    48 건의 입찰

    Saya membutuhkan sebuah model keuangan lengkap untuk sebuah sekolah menengah yang masih dalam tahap perencanaan. Fokus utama saya mencakup: • Model proyeksi pendapatan – memperkirakan sumber‐sumber penerimaan seperti uang sekolah dst • Model biaya operasional – menghitung komponen gaji guru & staf, utilitas, pemeliharaan gedung, dan biaya aktivitas belajar mengajar, dst • Model laporan keuangan – menyusun modeling laporan laba rugi, neraca, dan arus kas agar saya dapat proyeksi dan kelayakan finansial sekolah dari tahun ke tahun. Saya ingin file akhir dalam bentuk spreadsheet (Excel atau Google Sheets) yang sepenuhnya terbuka untuk saya ubah sendiri, lengkap dengan asumsi‐asumsi utama di satu tab terpisah, rumus terhubung otomatis, dan output ringkas...

    $384 Average bid
    $384 (평균 입찰가)
    15 건의 입찰

    I run a nationwide C-Corporation that owns and operates several short-term rental listings on Airbnb and VRBO. Because reservations and cleaning crews span multiple states—and sometimes different cities within the same state—I need a licensed CPA or Enrolled Agent who can keep every jurisdiction happy while making sure we claim every legal advantage available to the hospitality industry. Here’s what I’m counting on you to handle: • State and local corporate income (and franchise, if triggered) tax returns for every jurisdiction where we have filing responsibility, prepared and e-filed on schedule. • Ongoing full-charge bookkeeping in QuickBooks Online, posted at least monthly and reconciled to bank/credit-card feeds, so the trial balance is always ...

    $362 Average bid
    $362 (평균 입찰가)
    3 건의 입찰

    I need an experienced accountant for my C-Corp that operates an Airbnb business. Key requirements include: - Tax preparation: Federal, state, and local as needed - Potential for ongoing support or one-time service - Not fully sure the totality of services needed Ideal skills and experience: - Expertise in C-Corp taxation - Experience with Airbnb or similar businesses - Comprehensive tax knowledge (federal, state, local) - Financial planning and bookkeeping skills are a plus Please provide a detailed breakdown of your services and experience.

    $307 Average bid
    $307 (평균 입찰가)
    42 건의 입찰

    I need a series of LinkedIn posts with carousels as well that look polished, authoritative, and tailored to corporate finance professionals. Every slide should offer immediately useful insight on finance-related topics, with this run focusing specifically on investment strategies and sound financial planning. Here’s what I expect: • A cohesive carousel format (1080 × 1080 px) ready for direct upload to LinkedIn. • Clear, concise copy that speaks to the challenges and interests of senior analysts, controllers, and CFO-track readers. • Visually consistent design—clean typography, brand-appropriate colour palette, and data visuals or infographics where they strengthen the point. • A logical flow from slide to slide ending with a crisp call-to-a...

    $12 Average bid
    $12 (평균 입찰가)
    14 건의 입찰

    Şirketimin mevcut kaynaklarını en verimli şekilde kullanarak yeni bir danışmanlık gelir modeli oluşturmak istiyorum. Hedefim, mümkün olan en düşük başlangıç maliyetiyle yüksek kârlılık sağlayacak bir hizmet konsepti belirlemek. Senden beklediklerim: • Pazar ve rekabet analizi yaparak kârlı boşlukları ortaya koyman • Hedef müşteri segmentlerini ve fiyatlandırma stratejilerini netleştirmen • Uygulanabilir hizmet paketleri, sunum akışı ve satış kanallarını ayrıntılandırman • 3, 6 ve 12 aylık gelir-gider projeksiyonları sunman • Adım adım uygulanabilir bir aksiyon planı hazırlaman Başvuruna mutlaka detaylı proje teklifini ekle; varsayım ve metodolojini, kullanacağın araştırma araçlarını ve tahmini teslim...

    $16 Average bid
    $16 (평균 입찰가)
    3 건의 입찰

    I am seeking an experienced freelance consultant to support the structuring and operational setup of an Ireland-based private transaction practice. The role includes reviewing and identifying all required legal, compliance and operational documentation for launch, ensuring alignment with Irish jurisdiction and regulatory standards. The consultant should be familiar with Irish contract practices, AML conciderations, VAT implications and sole trader obligations. In addition, i am looking for strategic guidance on targeted outreach to suitable sellers and buyers within high-value private asset markets, with a focus on discreet positioning rather than mass marketing.

    $147 Average bid
    NDA (비밀 유지 계약서)
    $147 (평균 입찰가)
    15 건의 입찰

    고객님만을 위한 추천 게시글