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!

Asiakkaamme antoivat 26,260 arvostelussa keskimääräisen arvosanan Financial Planners 4.9 / 5 tähteä.
Palkkaa 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!

Asiakkaamme antoivat 26,260 arvostelussa keskimääräisen arvosanan Financial Planners 4.9 / 5 tähteä.
Palkkaa Financial Planners

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    21 löydetyt työt

    I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

    €8 / hr Average bid
    €8 / hr Keskimäär. tarjous
    8 tarjoukset

    I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

    €8 / hr Average bid
    €8 / hr Keskimäär. tarjous
    7 tarjoukset

    Banka ödemelerimi sorunsuz ve zamanında yapabilmek için deneyimli bir uzmandan destek arıyorum. Özellikle “Banka odemesi” kapsamında, para transferi işlemlerimi EFT/Havale yöntemiyle yürütmek istiyorum. Beklentilerim • Düzenli ve tek seferlik EFT/Havale işlemlerinin doğru alıcı bilgileriyle hazırlanması • İşlem limitleri, cut-off saatleri ve masraf tipleri konusunda yol gösterme • Transfer talimatlarının bankacılık paneline eksiksiz girilmesi, dekontların arşivlenmesi • Olası hata veya iade durumlarında bankayla iletişim ve sorunun hızla çözülmesi Tercihen internet bankacılığı ve mobil bankacılık arayüzlerine hâkim olmanız, güvenlik prosedürlerine (2FA, OTP vb.) alışık ...

    €495 Average bid
    €495 Keskimäär. tarjous
    3 tarjoukset

    I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

    €11 Average bid
    €11 Keskimäär. tarjous
    13 tarjoukset
    Comparative Financial Analysis report
    5 päivää left
    Varmennettu

    I need a thorough, side-by-side evaluation of Company A and Company B, both operating in the finance sector. The work centres on three core documents you will source and analyse: the balance sheet, the income (profit & loss) statement, and the cash-flow statement for the most recent three years. Once the data are clean and organised, calculate the full suite of profitability and solvency ratios—gross margin, ROA, ROE, debt-to-equity, interest-coverage, and any other industry-standard metrics you consider essential for a credible picture of risk and return. If you spot a liquidity indicator that adds real insight, flag it; we can decide together whether to include it in the final cut. Interpret the figures in plain language, highlighting trends, year-on-year movements, and any r...

    €57 Average bid
    €57 Keskimäär. tarjous
    51 tarjoukset
    Google Sheets Financial Data Entry
    5 päivää left
    Varmennettu

    I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

    €8 / hr Average bid
    €8 / hr Keskimäär. tarjous
    2 tarjoukset

    Saya mencari mentor yang dapat memberikan bimbingan keuangan, khususnya di area investasi dan tabungan, dengan penekanan utama pada investasi saham. Tujuan saya sederhana: memperbaiki kondisi ekonomi keluarga melalui keputusan investasi yang lebih cerdas dan terarah. Ruang lingkup yang saya butuhkan: • Penjelasan dasar-dasar pasar saham dan cara kerjanya di Indonesia. • Bantuan menyusun strategi investasi sederhana yang sesuai dengan profil risiko keluarga saya. • Panduan memilih platform sekuritas, membuka akun, serta langkah praktis membeli dan menjual saham. • Rekomendasi cara memantau portofolio, menilai kinerja, dan menyesuaikan alokasi secara berkala. • Sesi tanya jawab terjadwal untuk memastikan saya memahami setiap langkah sebelum mempraktikkannya....

    €13 - €21 / hr
    €13 - €21 / hr
    0 tarjoukset
    EIN for 2 US Companies
    4 päivää left

    I need EIN number for two US companies recently incorporated. The owners are foreigners and don't have SSN or ITIN. We need the EIN filed with IRS as foreign individuals without SSN for opening bank accounts. Please only bid if you have relevant experience and if you can get this done for us effortlessly. The application needs to get through without being rejected so experience is a must.

    €129 Average bid
    €129 Keskimäär. tarjous
    7 tarjoukset

    I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

    €8 / hr Average bid
    €8 / hr Keskimäär. tarjous
    9 tarjoukset
    Help Me Grow My Income
    3 päivää left

    My current earnings no longer cover the goals I have set for myself, so I want a clear and realistic strategy that shows exactly how to raise my monthly income and build long-term financial stability. Here’s what I need from you: • A concise assessment of my present financial position based on the information I will supply (income streams, expenses, debts, and any assets). • A step-by-step plan outlining practical ways to boost revenue—whether through side hustles, small-business ideas, or passive investment vehicles—plus an estimated timeline and projected results for each action. • Simple budgeting and expense-control techniques I can implement immediately to free up additional cash for growth. • A list of recommended tools, platforms, or r...

    €349 Average bid
    €349 Keskimäär. tarjous
    18 tarjoukset

    Necesito poner en orden tanto mi contabilidad personal como la de un pequeño emprendimiento que estoy desarrollando. El objetivo es consolidar la información de ingresos y egresos, preparar las declaraciones de renta y generar certificaciones de ingresos, todo acompañado de una asesoría fiscal que me permita cumplir con las obligaciones tributarias sin contratiempos. Alcance del trabajo • Levantar y clasificar los movimientos bancarios y de efectivo. • Diseñar un esquema de cuentas claro que separe lo personal de lo empresarial. • Elaborar declaraciones de renta actualizadas y listas para presentación. • Emitir certificaciones de ingresos cuando las solicite una entidad externa. • Brindar orientación fiscal so...

    €146 Average bid
    €146 Keskimäär. tarjous
    10 tarjoukset

    I need help opening a personal European account that will reliably receive payments in EUR and let me cash the funds out without friction. Business or joint options are not what I’m after; the solution has to be strictly in my own name and fully compliant with EU banking and KYC rules. Guide me through every step, from choosing the right bank or licensed fintech to submitting documents and passing verification. Your experience with SEPA-enabled providers, online onboarding, and non-resident or cross-border scenarios will be essential, as I want the account live and ready to accept incoming EUR transfers quickly. Deliverables (all required for project completion): • Shortlist of suitable banks/fintech platforms with pros and cons • Clear checklist of documents, forms, ...

    €81 Average bid
    €81 Keskimäär. tarjous
    3 tarjoukset
    Real Estate Sale Compliance Expert
    2 päivää left
    Varmennettu

    I need legal assistance for selling real estate on behalf of a person in nursing care, managed by their medical Power of Attorney. Key Tasks: - Ensure compliance with all relevant regulations - Navigate distribution of sale funds according to POA guidelines Ideal Skills: - Real estate law expertise - Experience with Power of Attorney transactions - Knowledge of local and healthcare regulations Looking for someone to ensure a smooth and compliant sale process. I am medical poa and will beneficiary for my ex wife who is in nursing care with dementia in NC and i live in Fl ...when i sell the house my question is concerning the proceeds from sale. I have invested significant funds making the payments on the house and keeping it from forclosure. Can those funds be reimbursed from the sal...

    €248 Average bid
    €248 Keskimäär. tarjous
    3 tarjoukset

    I need a credit-repair professional who can secure full deletions— not just status updates—of charge-offs, collections, and several student-loan entries that still appear on my reports with Equifax, Experian, and TransUnion. My sole goal is to eliminate every one of these negative lines so the reports come back clean. You will be responsible for drafting and sending persuasive dispute packages, tracking bureau responses, and following through until written confirmation of each removal is obtained. Techniques must comply with FCRA and all relevant regulations; I am not interested in shortcuts that risk re-reporting or legal issues down the line. To keep things clear, the engagement is complete when I receive: • Updated credit reports from all three bureaus showing the tar...

    €255 Average bid
    €255 Keskimäär. tarjous
    11 tarjoukset

    Looking for a qualified Turkish accountant (SMMM) with experience in international tax and the UK-Turkey Double Taxation Treaty (1988). Services needed: - Advice on how UK Limited Company income is treated under Turkish tax law - Guidance on UK-Turkey double taxation treaty application - Annual Turkish tax return filing for foreign company income - Advice on tax-efficient ways to extract income from a UK Ltd (salary vs dividends) Please only apply if you: - Are a qualified SMMM or CPA - Have handled UK-Turkey international tax cases before

    €138 Average bid
    €138 Keskimäär. tarjous
    8 tarjoukset

    I need a credit-repair professional who can secure full deletions— not just status updates—of charge-offs, collections, and several student-loan entries that still appear on my reports with Equifax, Experian, and TransUnion. My sole goal is to eliminate every one of these negative lines so the reports come back clean. You will be responsible for drafting and sending persuasive dispute packages, tracking bureau responses, and following through until written confirmation of each removal is obtained. Techniques must comply with FCRA and all relevant regulations; I am not interested in shortcuts that risk re-reporting or legal issues down the line. To keep things clear, the engagement is complete when I receive: • Updated credit reports from all three bureaus showing the tar...

    €38 Average bid
    €38 Keskimäär. tarjous
    10 tarjoukset

    Saya mencari ahli keuangan yang dapat membantu saya menambah uang jajan melalui konsultasi keuangan terarah. Fokus utamanya adalah: • Menyusun portofolio investasi sederhana yang mudah dipahami oleh investor pemula seperti saya. • Memberikan panduan langkah-demi-langkah tentang cara memulai, menambah dana, serta menyeimbangkan portofolio agar risiko tetap terkontrol. • Menjelaskan cara memantau kinerja portofolio menggunakan alat pelacakan gratis atau berbiaya rendah. • Menjawab pertanyaan ad-hoc seputar strategi menabung, alokasi aset, dan kebiasaan finansial harian yang mendukung pertumbuhan dana. Saya menginginkan pendekatan praktis—bukan teori rumit—dengan contoh nyata dan rekomendasi produk yang relevan di pasar Indonesia. Sesi dapat dilakukan s...

    €233 Average bid
    €233 Keskimäär. tarjous
    2 tarjoukset

    I need an experienced internal auditor who can dive into our finance function and give me a clear, actionable picture of where we stand. The assignment centres on financial compliance and must cover three critical areas I listed: Pelaporan Keuangan (financial reporting accuracy and timeliness), Identifikais Kecurangan (potential fraud indicators), and Perbaikan SOP Keuangan (updating our finance SOPs so they actually work in practice). Here is what I expect: • A concise audit plan outlining scope, sampling, and key milestones before fieldwork begins. • Fieldwork that tests controls, traces transactions, and benchmarks our current practices against relevant standards (IFRS, local tax rules, internal policy). • A written audit report that grades each finding by risk leve...

    €9 / hr Average bid
    €9 / hr Keskimäär. tarjous
    15 tarjoukset

    I need a clear, investor-ready financial forecasting model for my technology startup. The file should let me toggle assumptions easily while flowing the impact through three core areas: detailed revenue projections, a transparent expense breakdown, and monthly cash-flow analysis that ties back to ending cash. I already have basic market data and unit economics in Excel, but the structure is rough. Your task is to rebuild it into a clean, fully linked workbook (Excel or Google Sheets) with: • Revenue projections that separate recurring and one-off streams • Operating and capital expense schedules with drivers I can adjust • Cash flow that automatically reconciles to the balance sheet Charts that highlight runway and key metrics (ARR, burn rate, EBITDA) will help me pre...

    €25 Average bid
    €25 Keskimäär. tarjous
    19 tarjoukset
    Credit File Revamp & Cleanup
    19 tuntia left
    Varmennettu

    My goal is to emerge with a clean, accurate credit profile and a noticeably higher score. I already know that all three bureaus—Equifax, Experian, and TransUnion—contain incorrect personal details, inaccurate account lines, and even a handful of clearly fraudulent entries. I need a credit-repair specialist who can: • Perform a line-by-line audit of each report and clearly flag every inaccuracy. • Draft and, if possible, submit dispute letters that comply with FCRA guidelines. • Track each bureau’s response, follow up where necessary, and keep me updated on progress. • Deliver proof of the corrections and the new, improved scores once the disputes are closed. You should be comfortable working with common credit-repair tools or your own proven wo...

    €14 Average bid
    €14 Keskimäär. tarjous
    3 tarjoukset

    I'm seeking an experienced QuickBooks bookkeeper to clean up the financial records for our church. Key Tasks: - Record and categorize donations, tithes, expenses, and bills on QuickBooks Desktop - Ensure all transactions are accurately reflected and reconciled - Provide a clean and organized set of books Ideal Skills and Experience: - Proficiency in QuickBooks Desktop and Online - Experience with church bookkeeping - Strong attention to detail and accuracy - Ability to work with financial data on a weekly basis Please share your relevant experience and approach to this task. Looking forward to your bids!

    €344 Average bid
    €344 Keskimäär. tarjous
    47 tarjoukset

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