Banner Image

All Services

Business & Finance

Financial Planning

$150/hr Starting at $150

I am a Certified Financial Planner who specializes in helping individuals and families improve their financial health.Through an innovative, but structured process, I help articulate & quantify your financial goals, then I create an individualized plan to achieve them. My expertise includes managing cash flow & budgeting, investment selection and monitoring; college, retirement & estate planning, and evaluation of insurance needs.With 23 years in various financial service roles, my experience also includes: - Working with women who who are in transition from a job, marriage or inheritance - Working with businesses to provide personal finance workshops &seminars for employees Like a fitness coach, I help guide individuals and families to a more secure, financially fit lifestyle. I listen first, ask questions second and then create a unique financial roadmap for you to follow. I also make sure to celebrate your milestone successes along the way. While w

About

$150/hr Ongoing

Download Resume

I am a Certified Financial Planner who specializes in helping individuals and families improve their financial health.Through an innovative, but structured process, I help articulate & quantify your financial goals, then I create an individualized plan to achieve them. My expertise includes managing cash flow & budgeting, investment selection and monitoring; college, retirement & estate planning, and evaluation of insurance needs.With 23 years in various financial service roles, my experience also includes: - Working with women who who are in transition from a job, marriage or inheritance - Working with businesses to provide personal finance workshops &seminars for employees Like a fitness coach, I help guide individuals and families to a more secure, financially fit lifestyle. I listen first, ask questions second and then create a unique financial roadmap for you to follow. I also make sure to celebrate your milestone successes along the way. While w

Skills & Expertise

ArticulateBudgetingDesignFinanceHealth

0 Reviews

This Freelancer has not received any feedback.

Browse Similar Freelance Experts