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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.
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De 24,227 opiniones, los clientes califican nuestro Financial Planners 4.9 de un total de 5 estrellas.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:
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!
De 24,227 opiniones, los clientes califican nuestro Financial Planners 4.9 de un total de 5 estrellas.Buscamos a alguien que pueda comenzar a las 10:00 (hora España), de lunes a viernes. Te proporcionamos un guion cifras y URLs. Tu trabajo es abrir cada enlace y comprobar que el dato está ahí (gráficos, titulares de noticieros...etc). Y si un enlace no funciona, buscar otro que confirme lo mismo y cambiar la URL en el guión. Duración: 1–1,5 h/día. Pago: 6,8USD/h. Se valora tener conocimientos/estudios en finanzas.
I’m conducting a brief, compensated study on behalf of a market-research firm to understand how finance leaders who oversee both Accounts Payable and Accounts Receivable handle invoice management today. The task is simple: complete a short online questionnaire that explores current workflows, automation levels, and bottlenecks in your invoice life-cycle. Most participants finish in under 10 minutes, and I can release payment immediately once your submission is validated. Because the insights are time-sensitive, I need your responses as soon as possible, ideally within the next day. Deliverable • One fully completed survey (all questions answered honestly and in detail). Acceptance Criteria • Survey is submitted through the provided link. • Answers reflec...
I need a financial expert to handle weekly accounting as per US GAAP accounting. Pls share a monthly fee quote Ideal Skills and Experience: - Expertise in US GAAP - Experience in financial reporting - Attention to detail and accuracy - Relevant industry experience (preferred but not mandatory) Please share your qualifications and similar work experience.
Saya sedang berjuang keluar dari jerat kemiskinan dan membutuhkan bimbingan bisnis khusus di bidang keuangan—tepatnya pengelolaan hutang. Saya ingin bekerja sama secara pribadi dengan seorang konsultan atau coach yang dapat: • Menelaah kondisi utang saya sekarang dan memetakan prioritas pelunasan. • Membuat rencana anggaran praktis yang cocok dengan pendapatan saya saat ini. • Memberi panduan langkah-demi-langkah agar saya disiplin menabung dan tidak menambah utang baru. • Menjelaskan konsep dasar arus kas, bunga, dan negosiasi dengan kreditur dengan bahasa sederhana. • Menyediakan template atau alat sederhana (misalnya spreadsheet Excel atau Google Sheets) untuk memantau progres mingguan. Keberhasilan proyek diukur dari tersusunnya rencana peluna...
I’m working through a corporate‐finance assignment that requires a full Discounted Cash Flow model for a retail company, and the sticking point is building a solid cash-flow forecast. I already understand the mechanics of discounting, but I need an experienced finance professional who can help me translate retail-specific drivers—sales per square foot, inventory turns, gross margin trends, seasonality, and working-capital swings—into a reliable five- to seven-year projection. Here’s what I expect: • A clean, Excel-based forecast module that plugs into my existing DCF template. • Clear, sourced assumptions for revenue growth, cost structure, capex, and net working capital that make sense for the retail space. • A brief walk-through (recorded or ...
I'm a serial entrepreneur and business strategist based in the Netherlands, looking for an experienced investment coach, mentor, or consultant to help me grow my personal investment portfolio strategically and sustainably. I currently trade and invest through across multiple asset classes: stocks (individual equities), commodities (gold, oil, etc.), cryptocurrency (BTC, ETH, and selected altcoins), and ETFs (index and sector-based). What I'm Looking For: * Portfolio Strategy & Allocation – Building a well-diversified portfolio tailored to long-term capital growth, balancing risk across asset classes * Risk Management – Setting up proper stop-losses, position sizing, leverage management, and overall risk frameworks * Market Analysis & Forecasting – Te...
We're looking for a fractional Managing Director to run the day-to-day business of Layerline (), a global 3D printing marketplace selling printers, filament, and accessories worldwide. You'll be the person in charge — coordinating all departments, driving execution, and making sure the business grows. The founder stays involved at strategic level, but you run the show. Layerline is the immediate focus, with the role expanding to other ventures in our portfolio over time. Freelancers only — no agencies. Flexible, ongoing engagement with potential to grow into a full-time role and long-term partnership. --- ABOUT LAYERLINE • Global 3D printing marketplace — 100+ products (printers, filament, parts & accessories) • Worldwide shipping, competitive pr...
Saya sedang mencari pinjaman untuk mengembangkan sebuah usaha kecil yang saya kelola. Agar peluang persetujuan lebih tinggi, saya membutuhkan bantuan menyiapkan dokumen pinjaman bisnis yang lengkap dan meyakinkan. Apa yang saya perlukan: • Ringkasan profil usaha kecil saya—visi, produk, dan pasar sasaran. • Proyeksi keuangan realistis (arus kas, laba-rugi, dan titik impas) untuk minimal 12 bulan. • Analisis kebutuhan modal serta rencana penggunaan dana pinjaman. • Executive summary dan slide presentasi singkat yang siap saya ajukan ke bank atau lembaga keuangan. Saya akan menyediakan data penjualan, biaya operasional, dan detail lain yang diperlukan. Tolong jelaskan pengalaman Anda menyiapkan proposal pinjaman untuk UKM, contoh hasil kerja serupa, da...
Saya menargetkan pendapatan konsisten sekitar Rp 30.000.000 setiap hari melalui jalur investasi, khususnya di pasar saham. Pengalaman saya masih terbatas—saya baru mengenal analisis dasar dan belum pernah mengelola portofolio dengan nominal besar. Yang saya butuhkan: • Rencana langkah-demi-langkah untuk mencapai target pendapatan harian, lengkap dengan estimasi modal awal yang realistis. • Metode pemilihan saham (screening), indikasi entry–exit, dan manajemen risiko yang terukur. • Panduan penggunaan platform trading, termasuk penjelasan fitur penting seperti order type, margin, dan stop-loss. • Template jurnal trading harian agar saya bisa merekam performa dan melakukan evaluasi rutin. • Sesi konsultasi singkat (online) untuk menjawab pertanya...
I need assistance to elevate my financial readiness assignment from merit to distinction level. The assignment is cantered on Financial Readiness for MBA. Requirements: - In-depth knowledge of financial concepts, particularly in the context of MBA readiness. - Exceptional analytical and writing skills. - Experience in improving academic coursework to higher grades. Ideal Skills and Experience: - Background in finance or related fields. - Proven track record in academic writing and problem-solving. - Ability to provide constructive feedback and enhance existing content. Most importantly; how to elevate the work from low medium merit to 80-85%
We're looking for an experienced accountant or financial controller to support a portfolio of international technology and ecosystem ventures. This is a flexible, ongoing engagement — open to independent professionals and agencies — with the potential to grow into a fractional CFO role. ABOUT US We operate multiple ventures across ecosystem infrastructure (B2B SaaS), e-commerce, technology solutions, and startup ecosystem coordination. Our activities span Europe and North America, and we work closely with accelerators, innovation hubs, and tech startups globally. We manage multiple legal entities across jurisdictions, including Dutch BVs and potential US structures. WHAT WE NEED We need someone who can handle the full financial picture across our ventures. Here's wh...
Saya bertekad membangun rumah kost untuk orang tua sekaligus menyiapkan biaya berhaji mereka. Untuk itu, saya membutuhkan bantuan dalam dua hal: 1. Perencanaan keuangan • Proyeksi biaya pembangunan kost dan estimasi penghasilan pasifnya. • Perhitungan tabungan haji, termasuk jadwal setoran serta simulasi inflasi. • Saran instrumen investasi syariah agar dana berkembang sambil tetap aman. 2. Strategi penggalangan dana • Konsep kampanye yang memanfaatkan komunitas keagamaan sebagai kanal utama, misalnya masjid, majelis taklim, atau organisasi pesantren. • Rencana komunikasi: narasi, materi presentasi, dan ajakan donasi atau musyarakah. • Daftar kontak komunitas/figur agama yang relevan lengkap dengan alasan pemilihannya dan cara m...
Project Description I’m looking for an experienced freelance Chartered Accountant to assist me on an hourly, ad-hoc basis with financial modelling and financial planning tasks. This is support for my own finance-related work and requires someone comfortable working independently and delivering high-quality financial analysis. ⸻ Scope of Support Tasks may include: • Building and maintaining financial models (P&L, Balance Sheet, Cash Flow) • Assisting with cash flow forecasts and budgets • Forecast vs actual variance analysis • Reviewing financial performance and highlighting key issues • Providing written financial commentary and recommendations Work will be assigned as needed and scoped in advance. ⸻ Required Experience • Chartered Acco...
I'm looking for a comprehensive financial projections plan for my fashion startup. Key components needed: - Revenue Forecast: Project sales and income. - Expense Forecast: Detail all operating costs. - Profit and Loss Statement: Summarize expected profits and losses. Ideal skills and experience: - Expertise in financial modeling - Experience with startups, especially in fashion industry - Strong analytical skills - Ability to work without existing financial data
I’d like an experienced, Australian-based senior accountant to take full responsibility for our day-to-day bookkeeping in Xero. All bank feeds are already connected; what I need is someone who can confidently reconcile transactions, maintain the chart of accounts, and keep our numbers up to date so quarterly and annual reporting runs smoothly. Also to reconcile payable and receivable. Do summary through excel. Australian GST, BAS, and payroll legislation familiarity is essential so that coding is correct from the outset. Deliverables • Weekly transaction reconciliation and coding in Xero • Month-end review with any required accruals or adjustments entered • BAS data ready to submit at the end of each quarter I’ll share secure Xero access and opening b...
Our financial year has closed and I now need a full set of UK-compliant accounts prepared for a small limited company. The trial balance, bank statements will be supplied in Excel, along with access to our cloud ledger (Xero). The deliverable must include: • Profit & Loss (FRS 102 section 1A or FRS 105, whichever fits once you review the numbers) • Balance Sheet with all statutory notes • Statement of Cash Flows • iXBRL tagging ready for Companies House and HMRC submission Please apply normal UK GAAP presentation, reconcile every balance back to the trial balance, and flag any ledger issues you spot so I can clear them quickly. A brief hand-over call at the end to walk me through the figures will complete the assignment. When you respond, focus on you...
I need my Xero file set up correctly from day one and then taken care of each month so I can stay focused on running the business. The two areas that matter most to me are: • Invoicing & billing – creating branded templates, automating recurring invoices where possible, and making sure payments flow smoothly through Xero. • Financial reporting – configuring the chart of accounts, setting up tracking categories, and producing reliable monthly and year-end reports I can share with my accountant. No data migration is required; everything will be created fresh in Xero. After the initial configuration, I’d like you to handle the ongoing upkeep: keeping invoice sequences tidy, reconciling payments that feed in automatically, reviewing report layouts, and f...
We are seeking an experienced Workday Adaptive Planning Consultant to support a post-go-live environment focused on enhancements, reporting, forecasting, and user support. This is a hands-on consulting engagement, not a greenfield implementation. The right consultant has already worked inside Adaptive Planning environments and can operate independently with minimal ramp-up. The initial engagement is 2–3 months, with a strong possibility of extension based on performance and project needs. What You’ll Be Doing Support and enhance existing Workday Adaptive Planning models Build and refine reports, dashboards, and forecasting models Assist with budget-to-actuals reporting and scenario planning Partner with finance and FP&A stakeholders to gather requirements and deliver...
We are seeking an experienced Workday Adaptive Planning Consultant to support a post-go-live environment focused on enhancements, reporting, forecasting, and user support. This is a hands-on consulting engagement, not a greenfield implementation. The right consultant has already worked inside Adaptive Planning environments and can operate independently with minimal ramp-up. The initial engagement is 2–3 months, with a strong possibility of extension based on performance and project needs. What You’ll Be Doing Support and enhance existing Workday Adaptive Planning models Build and refine reports, dashboards, and forecasting models Assist with budget-to-actuals reporting and scenario planning Partner with finance and FP&A stakeholders to gather requirements and deliver...
I need my Xero file set up correctly from day one and then taken care of each month so I can stay focused on running the business. The two areas that matter most to me are: • Invoicing & billing – creating branded templates, automating recurring invoices where possible, and making sure payments flow smoothly through Xero. • Financial reporting – configuring the chart of accounts, setting up tracking categories, and producing reliable monthly and year-end reports I can share with my accountant. No data migration is required; everything will be created fresh in Xero. After the initial configuration, I’d like you to handle the ongoing upkeep: keeping invoice sequences tidy, reconciling payments that feed in automatically, reviewing report layouts, and f...
Saya sedang mencari bantuan keuangan berupa INVESTASI untuk memperbaiki kondisi ekonomi pribadi saya sebagai mahasiswa. Fokus utama saya adalah: • Menyusun strategi investasi sederhana namun efektif yang cocok dengan pendapatan terbatas dan risiko rendah. • Memetakan rencana jangka pendek hingga lulus kuliah serta proyeksi jangka panjang setelah memasuki dunia kerja. • Mendapatkan panduan langkah-demi-langkah: penentuan tujuan, pemilihan instrumen (misalnya reksa dana pasar uang, obligasi ritel, atau saham blue-chip), hingga cara memantau portofolio secara rutin. Saya membutuhkan penjelasan praktis dan mudah dipahami, termasuk template anggaran bulanan, tabel simulasi pertumbuhan dana, dan daftar aplikasi atau platform investasi yang relevan di Indonesia. Bila Anda b...
Hi Client, I’d be happy to support your monthly QuickBooks Online bookkeeping. I specialize in helping small businesses keep their records accurate, reconciled, and ready for decision-making. With around 50 transactions per month, this is a great fit for a consistent and well-organized workflow. Here’s how I can help you: • Reconcile all bank, credit card, and payment accounts • Categorize income and expenses based on your chart of accounts • Deliver clear month-end reports (Profit & Loss, Balance Sheet, Cash Flow) • Complete everything within your 5-day timeline I’m detail-oriented, maintain strict confidentiality, and communicate clearly if questions come up. I’m ready to start and would love to work with you long term. If you’d...
I’m looking for a seasoned personal-finance expert to map out a realistic strategy that will let me build a proper emergency fund. The core of the engagement is financial planning with a sharp focus on saving: I need a clear, step-by-step framework that shows exactly how much I should set aside each month, where that money should live (high-yield account, money-market fund, etc.), and what discretionary expenses I can trim without turning my lifestyle upside down. Here’s what the finished work should give me: • A snapshot of my current cash-flow, broken down into fixed, variable, and “nice-to-have” categories • A savings schedule that gets an emergency fund of three-to-six months’ living expenses in place within a realistic timeframe • Rec...
We are hiring an experienced Excel financial modeling expert to develop a set of advanced financial Excel models for internal business use. The work requires strong financial logic, accuracy, and professional Excel structuring. This is not data entry or basic Excel work. Only apply if you have built serious financial models before. What You Will Develop You will build multiple Excel financial models, such as: Integrated financial models (Profit & Loss, Balance Sheet, Cash Flow) Budgeting and forecasting models Cash flow and runway models Unit economics models (LTV, CAC, break-even) Valuation and scenario analysis models Each model will be a complete, stand-alone Excel file. Deliverables (Per Model) Excel file (.xlsx) 5–10 structured worksheets Clear input and output sections...
Saya sedang mencari seorang mentor yang dapat membimbing saya langkah demi langkah untuk memperoleh penghasilan lewat investasi, khususnya di pasar saham. Pengetahuan saya masih dasar, jadi saya membutuhkan penjelasan yang mudah dipahami serta contoh konkret penerapannya di Indonesia. Yang saya harapkan: • Analisis kebutuhan awal—kondisi keuangan, tujuan, dan toleransi risiko saya. • Rencana investasi saham yang jelas: pemilihan broker, cara membuka akun, strategi membeli – menyimpan – menjual, serta manajemen portofolio. • Sesi tatap muka daring (video call) terjadwal, lengkap dengan bahan ajar, lembar kerja, dan tugas praktik. • Pendampingan untuk membaca laporan keuangan, memahami fundamental & teknikal sederhana, dan mengatur disiplin cu...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
Je souhaite créer une activité de consultation en ligne dans le domaine Business et finance afin de travailler avec des clients du monde entier et générer des revenus quotidiens. Pour y parvenir, j’ai besoin d’un expert qui m’accompagne de l’idée jusqu’à la mise en marché. Vos missions : • Structurer une offre de services claire et rentable (conseil en gestion, planification financière ou stratégie marketing, selon la pertinence). • Définir le positionnement, la tarification et les outils indispensables pour des sessions virtuelles (Zoom, Calendly, passerelles de paiement, etc.). • Mettre en place un processus simple pour attirer, convertir et fidéliser les clients...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...
Saya merasa arus kas mulai tidak terkendali dan membutuhkan panduan profesional untuk menstabilkan keuangan. Fokus utama saya adalah memahami posisi keuangan saat ini, menemukan kebocoran pengeluaran, lalu membangun anggaran yang realistis agar saldo kas kembali positif dan tetap terjaga ke depannya. Ruang lingkup yang saya harapkan: • Analisis singkat laporan mutasi rekening dan tagihan terakhir guna memetakan pemasukan-pengeluaran. • Rencana anggaran terperinci 3–6 bulan, lengkap dengan rasio tabungan, dana darurat, dan alokasi biaya rutin. • Rekomendasi pengurangan biaya serta ide meningkatkan pendapatan jika ada potensi sampingan. • Template sederhana (Excel / Google Sheet) untuk memantau cash-flow dan target bulanan. • Satu sesi tinjauan daring ...
I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...
Get your product into the hands of test users and you'll walk away with valuable insights that could make the difference between success and failure.
Learn how to hire and collaborate with a freelance Typeform Specialist to create impactful forms for your business.