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Top Financial Planners

  • View Service Offered By T Ferreira

    T Ferreira

    Financial Planning

    Porto, Porto, Portugal

    2,376/year ·
    • Financial Planning
    • Financial Advisory
    • Financial Advisor
    • Agriculture
    • Business Planning
    • Capital Markets Analysis
    • Consulting
    • Corporate
    • Corporate Finance
    • Corporate Portfolio Management

    Financial Advisor, Planning & Consulting

    Skilled financial professional with 20 years experience in the Financial Industry, working as a Financial Adviser, Trading, Compliance, Equity Investments & Portfolio Management, Quantitative Methods & Risk Management, Derivatives & Fixed Income, Alternative Investments, Economics & Corporate Finance. Public & Private Company Valuation, Executive Summary, Pro-forma and Business Plan Expert. I will benefit you and your company if hired by you. Exceptional skills in the areas of Investor Relations... View more

  • View Service Offered By memccabe

    memccabe

    Financial Planning

    New York, New York, United States

    Past Earnings
    • Financial Planning
    • Budgeting
    • Financial Consulting
    • Accounting
    • Accounting Software
    • Accounting Systems
    • Act
    • Analysis
    • Consulting
    • Corporate

    Financial Planning

    Our firm can provide diversified accounting/ financial expertise to help your business be more efficient and make your dollars work smarter. Our mission is to move you forward with proactive business solutions that continue to grow your bottom line. We specialize in three distinct areas of professional services: 1)Corporate-level financial consulting - twenty year cross-professional combination of Big Five accounting firm/Fortune 500/Corporate Financial Consulting experience to provide cl... View more

  • View Service Offered By NTS Consulting

    NTS Consulting

    Financial Planning

    TRUMBULL, Connecticut, United States

    • Financial Planning
    • Budgeting
    • Financial Strategy
    • .NET
    • Access
    • Accounting
    • Analysis
    • Business Process Improvement
    • Communication Skills
    • Consulting

    Financial Planning

    NTS Consulting, LLC is a “one stop shop” for your financial strategy, reporting, and analysis needs. We provide customized strategies to help our clients exceed their business objectives. We adhere to the strictest financial integrity standards, whilst providing our clients with a range of creative, business building solutions. Our clients represent a diversity of industries, disciplines and geographic locations. Our specialties include: * Proficient use of the Microsoft Office Suit... View more

  • View Service Offered By infinmaxwel

    infinmaxwel

    Financial Planning

    kottayam, Kerala, India

    • Financial Planning
    • Budgeting
    • Financial Strategy
    • Accounting
    • Accounting Software
    • C
    • Consulting
    • Corporate
    • Corporate Governance
    • Cost Management

    Financial Planning

    We undertake the following types of work.1Accounting 1a) Book keeping(Any software)1b) Reconciliation work - Debtor''s, Stock(Material Qty.), Bank, Branch & Others1c) Budget Preparation(Financial Estimate) - Cash Budgets, Flexible Budgets, Purchase Budgets, Sales Budgets.1d) Project Reports2) Functional Consulting Services 2a) Corporate & Finance Strategy - Organization Restructuring, Business Revival Services, Financial Strategy 2b) Business Risk Services - Risk Assessment & Reportin... View more

  • View Service Offered By JHM Consultants

    JHM Consultants

    Financial Planning

    Rawalpindi, Punjab, Pakistan

    • Financial Planning
    • Financial Advisory
    • Financial Advisor
    • Accounting
    • Accounting Software
    • Analysis
    • Business Performance Management
    • Consultant
    • Cost Accounting
    • Cost Management

    Financial Planning

    JHM consultants pursue the highest levels of integrity, quality and professionalism to provide clients with a broad array of services relating to financial advisory including book keeping, business plans preparation, financial statement preparation, risk related services, polices and procedure documentation, presentation development etc. We are truly client driven and have a innovative engagement approach and committed to provide customised services to our clients. We have a team consisting of ... View more

  • View Service Offered By pchestang

    pchestang

    Financial Planning

    ALTADENA, California, United States

    • Financial Planning
    • Financial Advisory
    • Financial Advisor
    • Account Management
    • Accounting
    • Analysis
    • Basic
    • Bookkeeping
    • Community Development
    • Construction

    Financial Planning

    2nd Year Law Student,**MBA, International Business & Finance, Real Estate and Financial Planning, CPA (cand.) with corporate, public & private experience. Recent projects - utilities, Big 4, $1Bil Community Development Infrastructure Loans, Financial Services/Merchant Account Management- $70 Bil. Market-over 600 on-site visits for American Express. Sarbanes-Oxley. Commercial Real Estate Development, Mixed-grade use/Urban In-Fill Construction cost estimating and cost analysis in aerospace. Com... View more

  • View Service Offered By Hassan Munir 11

    Hassan Munir 11

    Financial Planning

    Karachi, Sindh, Pakistan

    Past Earnings
    • Financial Planning
    • Budgeting
    • Financial Consulting
    • Business Models
    • Business Plan
    • Cash Flow Forecasting
    • Cash Flow Management
    • Excel
    • Financial Analysis
    • Financial Forecasting

    Financial Modeling/Planning/Forecasting

    Every Financial Model is different from the other depending on the Industry. Financial Models are normally used to present to the stakeholders (Senior Management, Banks, or Investors) to obtain funding and others. Also, it is used to assess the operational feasibility of Business in the long term. Here come my role and I will build an Excel-based Model for your Business which would include the following: 01. Financial Dashboard 02. Startup Expenditures 03. Summary Sheet 04. Schedules/Assum... View more

  • View Service Offered By Andrejs Grigolunovics, CFA

    Andrejs Grigolunovics, CFA

    Financial Planning

    Lapenieki, Riga, Latvia

    • Financial Planning
    • Budgeting
    • Financial Advisory
    • Financial Advisor
    • Analysis
    • Business Planning
    • Consulting
    • Corporate
    • English Language
    • Excel

    Financial Planning

    Owned by an experienced corporate financial manager, holding a CFA certificate, AG Capital, SIA, specializes in asset management, corporate financial planning and analysis. AG Capital team consists of educated, young and talanted financial analysts and provides its clients with both, qualitative and quantitative, and accurate service. Work can be performed in three languages: English, Russian, and Latvian.AG Capital professionals'' team is willing to deliver proper, fast and qualitative work, pro... View more

  • View Service Offered By VOLANTE PL

    VOLANTE PL

    Financial Planning

    Warsaw, Mazowieckie, Poland

    • Financial Planning
    • Financial Advisory
    • Financial Advisor
    • Analysis
    • Benchmarking
    • Business Growth Strategies
    • Business Valuation
    • Dom
    • Economics
    • Engineering

    Financial Planning

    Volante team includes branch specialists, experts in management, finance, investment banking as well as lawyers. The whole team is managed by Bartlomiej Knichnicki. Bartlomiej has graduated from Wroclaw University of Economics, Banking and Finance faculty. Before establishing Volante he gathered essential experience at i.e. PricewaterhouseCoopers (the international audit and advisory company), Dom Maklerski BZWBK (polish brokerage house), Ventura Securities. His expertise includes financial ana... View more

  • View Service Offered By Michael Krier MBA

    Michael Krier MBA

    Financial Planning

    Seattle, Washington, United States

    ID Verified
    • Financial Planning
    • Financial Advisory
    • Financial Advisor
    • Accounting & Finance
    • Analytics
    • Business Alignment
    • Business Insights
    • Comparative Market Analysis
    • Competitive Analysis
    • Cost Benefit Analysis

    FINANCIAL PLANNING & ANALYSIS

    FINANCIAL PLANNING & ANALYSIS - Budgeting & Forecasting: Annual Budgeting & Longer Range Forecasting for Strategic Planning - Financial Modeling: Dynamic financial models provide revenue projections, cash flow forecasts, and fixed and variable cost - Operational & Financial Analysis: Historical financial & operational performance assessed alongside industry benchmarks & competitor analyses. - Strategic Recommendations: Actionable business insights from financial & operational analytics & finan... View more

  • View Service Offered By Classic Consulting

    Classic Consulting

    Financial Planning

    Bangalore, Karnataka, India

    • Financial Planning
    • Financial Advisory
    • Financial Advisor
    • Analysis
    • Business Expansion
    • Business Valuation
    • Cash Flow Forecasting
    • Consulting
    • Cost Reduction Strategies
    • Drafting

    Financial Planning

    Classic Consulting  has two professional consultants both  Chartered Accountants qualified with The Institute of Chartered Accountants of India(equivalent to CPA)  and one member qualified as a Company Secretary with The Institute of Company Secretary of India.  Each  member  has experience of over 20 years as  senior executive  in corporates and more than 5 years in consulting.  Classic Consulting offers business and financial advisory services to ... View more

  • View Service Offered By Dataxis

    Dataxis

    Financial Planning

    Gurgaon, Haryana, India

    95,628/year ·
    • Financial Planning
    • Business Insights
    • Business Intelligence
    • Data Analysis
    • Ecommerce Optimization
    • Forecasting
    • Microsoft Excel Dashboards
    • Regression Testing
    • VBA
    • Ms Excel

    Business Analytics

    Services provided in descriptive, predictive and prescriptive analytics areas include constant monitoring of data, trends, KPIs, applying filters on data, visualizing data through varied graphs, generation of insights, predicting future trends using regression modelling, optimization using LP programming. View more

  • View Service Offered By Mohammad Iqbal Abubaker

    Mohammad Iqbal Abubaker
    Member

    Financial Planning

    Karachi, Sindh, Pakistan

    • Financial Planning
    • Accounting
    • Analysis
    • Bookkeeping
    • cnm
    • Corporate
    • Corporate Finance
    • Cost Reduction Strategies
    • ERP
    • Excel

    Financial Planning

    I believe my drive to excel, exceptional finance savvy, ability to work lead teams towards achieving great results and my proven accounting acumen give me a unique and informed perspective from which I can add significant value to your business and make me a valuable team member.I am seeking either contract work or permanent part-time accounting work. Work can be done from my home. Following skills made me perfect to work on the Finance and Accounting Work with the clients.Financial Management, ... View more

  • View Service Offered By RobertSchmansky

    RobertSchmansky

    Financial Planning

    Royal Oak, Michigan, United States

    • Financial Planning
    • Coaching
    • Consumer Education
    • Finance
    • Holistic Financial Planning
    • Investment Research
    • Management
    • Radio
    • Research
    • Writing

    Financial Planning

    My experience in personal finance runs the gamut, from banking and money management, to holistic financial planning; I am currently a personal finance coach and financial advisor. To assist families and individuals in overcoming their financial concerns; to help them live their best possible lives without money worries View more

  • View Service Offered By ddas

    ddas

    Financial Planning

    Mississauga, Ontario, Canada

    • Financial Planning
    • Analysis
    • Business Development
    • Business Valuation
    • Financial Modeling
    • Financial Strategy
    • Modeling

    Financial Planning

    Financial Modeling and Analysis Finacial evaluation of capital project Pricing Budget, Forecast and annual business Plan Business Valuation Financial Plan for new business & Core business development Specialized in Retail and Wholesale foreign exchange and ATM Business financial modeling & Planning Business Financial strategy Financial Plan for raising equity and working capital View more

  • View Service Offered By CatherineZambrano

    CatherineZambrano

    Financial Planning

    Greenbrae, California, United States

    • Financial Planning
    • Analysis
    • Business Development
    • Business Models
    • Controller
    • Corporate
    • Corporate Development
    • Engineering
    • Finance
    • Financial Management

    Financial Planning

    General and financial management experience across services, technology, travel and immigration industries. Start-up, business development, outsourcing, sales planning, corporate development (M&A), business unit controller, financial structuring and turn-around, and business process re-engineering experience. View more

  • View Service Offered By bwinton

    bwinton

    Financial Planning

    Wilmington, Delaware, United States

    • Financial Planning
    • Benefits
    • Business Planning
    • Holistic Financial Planning
    • Management

    Financial Planning

    Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. We have recently been recognized as a Five Star Wealth Manager by Philadelphia Magazine.Our clients are our highest priority. Although it is essential... View more

  • View Service Offered By Kuldeep Chauhan 8

    Kuldeep Chauhan 8

    Financial Planning

    Delhi, Delhi, India

    • Financial Planning
    • Accounting
    • Analytics
    • Commercial Business Development
    • Consultant
    • Controller
    • Financial Reporting
    • Financial Services
    • Management
    • Operations Management

    Financial Planning & Accounts Consultant

    10+ years of experience in Financial Planning & Analysis, Business Finance, and Finance Operations & Internal controls, Taxation ? Currently working with Snapdeal Private Limited (E-Commerce) as Finance Planning & Analysis ? Also worked as Financial Consultant with leading financials consulting firm for ~3 years ? Earlier worked with Base Corporation Ltd (Battery Manufacturing),as Manager Finance Operation ? Also worked with JSW Steel Ltd, (Steel Manufacturing) as Jr. Manager in Risk Assurance &... View more

  • View Service Offered By The Financial Analyst

    The Financial Analyst

    Financial Planning

    Piliyandala, Western, Sri Lanka

    • Financial Planning
    • Computer Science
    • Corporate
    • Corporate Finance
    • Finance
    • Financial Strategy
    • Science

    Financial Planning

    I deliver sophisticated financial models and comprehensive business plans. Having dual qualifications in computer science & finance together with high level of exposure to strategy formulation, I am well suited to serve your business and financial strategy needs. I believe in developing solutions that spot address the underlying problems. My experience ranges from manufacturing to distribution, from information technology to corporate finance and almost everything in between. I will be a... View more

  • View Service Offered By Dan@Blueskies Financial Coaching

    Dan@Blueskies Financial Coaching

    Financial Planning

    Ypsilanti, Michigan, United States

    • Financial Planning
    • Advertising
    • Budgeting
    • Excel
    • Finance
    • Skill
    • Software Design
    • Training

    Financial Planning

    We specialize in personal finance and debt elimination. We have over 5 years experience in helping clients gain control over their income and develop the skill set to tell their money where to go instead of wondering where it went. We have worked with people with incomes ranging from one end of the spectrum to the other. when we finish with a client our goal is make sure we have given them the skills to allow us to never have repeat business. Our best advertising comes from client referrals. Whe... View more

See All Financial Planners

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Hire Financial Planners

Financial planning is the process of defining your financial goals. It involves knowing when you will need to use your money, and what you will be using it for and then laying out a plan of action to achieve those goals. You may consider hiring professional help to chalk out this financial plan for you. This is where financial planners come in the picture. They help you organize your finances and projects the results of your savings and investments so that you can see how well prepared you are for retirement.  They gather personal and financial data about client and use this data to create projections on how client can accomplish his financial goals.

Why Hire a Financial Planner?

A financial planner is like a planning partner. Their services are a means to reach your financial goals and secure a great retirement. They assess the financial needs of individuals and help them with investments (such as stocks and bonds), tax laws, and insurance decisions. They assist clients in planning short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients' goals. Ensure that your freelancer has:

  • Financial expertise like, financial analysts, who know more about investing and managing money than most people.

  • Capability to help keep you on track by talking you out of making emotional decisions about your money.

  • Capability to help you adjust your financial plan so that it always fits your current situation.

  • Ability to handle your finances in case you don’t have time for it and make sure your money is being deployed in the best way.

 Personal financial planners typically do the following:

  • Meet with clients in person to discuss their financial goals and introduce to different types of financial services they provide

  • Suggest investments to clients or select investments on their behalf

  • Help clients plan for different stages of life

  • Monitor clients' accounts and improvise account performance in case of life changes, such as getting married or having children

  • Research investment opportunities

If you wish to hire a freelance financial planner for yourself or your business, you can find a number of them on any of the best online freelance websites, like Guru.

Qualifications of Financial Planners

It is ideal that your freelancer has the following:

  • Bachelor’s degree in finance, economics, business, statistics or similar fields

  • Specialist in financial areas, including retirement, taxes, estate planning or insurance and risk management.

Benefits of Financial Planners

Financial security can affect you as strongly as job satisfaction, relationship stability, and physical health combined. In order to have effective financial planning for yourself or business, you can hire a freelance financial planner on some of the best websites to hire freelancers, like Guru.

  • These professionals have the experience of working with a number of clients for their financial needs.

  • Their extensive finance knowledge and practical approach can certainly contribute in meeting your financial objectives.

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