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Top Financial Planning Freelancing Services

  • View Service Offered By T Ferreira

    T Ferreira

    Porto, Porto, Portugal

    • financial planning
    • Consulting
    • Corporate

    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 ...

  • View Service Offered By Dan@Blueskies Financial Coaching

    Dan@Blueskies Financial Coaching

    Ypsilanti, Michigan, United States

    • financial planning
    • Advertising
    • Budgeting

    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 inst...

  • View Service Offered By On Purpose Financial Planning MO&Co

    On Purpose Financial Planning MO&Co

    Oviedo, Florida, United States

    • financial planning
    • Analysis
    • Management

    Financial Planning

    Michelle is the Chief Compliance Officer and Managing Member of Michelle Ogden & Company LLC, a Registered Investment Advisory Firm which specializes in Private Wealth Management and Employer Spon...

  • View Service Offered By FOREX


    Nagpur, Maharashtra, India

    • financial planning

    Financial Planning

    FOREX is an expert in Financial Planning.

    View FOREX's profile to review qualifications and get a quote for your job.

  • View Service Offered By Cool Breeze

    Cool Breeze

    Lahore, Punjab, Pakistan

    • financial planning
    • Excel
    • Xero

    Financial Planning

    Cool Breeze is an expert in Financial Planning.

    View Cool Breeze's profile to review qualifications and get a quote for your job.

  • View Service Offered By nishant_ram2007


    Bangalore, Karnataka, India

    • financial planning
    • Research

    Financial Planning

    I can help with all kinds of financial planning.

  • View Service Offered By karenlu


    Sunnyvale, California, United States

    • financial planning
    • Accounting

    Financial Planning

    Specialize in small business accounting, financial planning.

  • View Service Offered By vilasdurve


    Pune, Maharashtra, India

    • financial planning

    Financial Planning

    vilasdurve is an expert in Financial Planning.

    View vilasdurve's profile to review qualifications and get a quote for your job.

  • View Service Offered By rgdoremus


    Newport, New Hampshire, United States

    • financial planning
    • Finance

    Financial Planning

    ecommerce, financial planning, financial analyst

See All Financial Planning Freelancing Services

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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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