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!

На підставі 25,826 відгуків клієнтів, рейтинг Financial Planners становить 4.9 із 5 зірочок.
Найняти 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!

На підставі 25,826 відгуків клієнтів, рейтинг Financial Planners становить 4.9 із 5 зірочок.
Найняти Financial Planners

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    23 знайдені роботи

    Job description 5-Year Financial Projections for Corebrain Inc. Note: with future job potential Overview Corebrain Inc. is a pre-revenue startup holding (parent) company with four pre-revenue startup subsidiaries. We need a fully integrated 5-year financial model for Corebrain Inc. that reflects staggered rollouts across subsidiaries as follows: Year 1: SpiceX (beverage) 5-year projections — we need. Year 2: GroovyTreads (tire & rubber) 4-year projections — we have. Year 3: Exceed100 (health & wellness) 3-year projections — we have. Year 4: Spot-on (hospitality) 2-year projections — we need. Year 5: All of the numbers for the aforesaid subsidiaries will be consolidated into a clear group-level 5-year projection for Corebrain Inc. and align with the stagge...

    $1788 Average bid
    $1788 Сер. заявка
    21 заявки

    I need someone to assist me both in gathering the necessary information and filing Form 5472 and Pro-forma Form 1120. This is my first time doing this, so I would greatly appreciate guidance. Ideal Skills & Experience: - Experience with Form 5472 and Form 1120 - Familiarity with U.S. tax regulations - Strong organizational skills - Attention to detail - Ability to explain tax concepts clearly

    $314 Average bid
    $314 Сер. заявка
    12 заявки
    Guide Webull Funds to Coinbase
    5 дні(-в) left
    Верифіковано

    I need clear, step-by-step guidance on how to get the cash that is sitting in my Webull account safely over to my Coinbase account. I do not want anyone logging in for me or taking remote control; instead, I want you to walk me through each screen so I can complete every step myself without risking a mistake that could strand the money. Here is where I stand right now: • The funds are fully settled in Webull. • I have already verified my identity on Webull, so we can skip that. • I am comfortable using Coinbase once the money arrives, but I am unsure whether the transfer has to pass through a bank first or if a direct crypto purchase and outbound transfer is possible. What I expect from you: 1. A concise set of instructions I can follow in real time—either de...

    $529 Average bid
    $529 Сер. заявка
    11 заявки

    I run a small but fast-moving agency and I’m looking for a remote bookkeeper to keep our accounts payable and receivable perfectly up to date. The focus is pure bookkeeping—capturing every bill, coding every client payment, and making sure nothing slips past its due date. Here’s what I need from you: • Maintain the AP/AR ledgers daily, attaching source documents and matching each entry to the correct client or cost centre • Generate weekly ageing reports and a concise cash-flow snap-shot so I always know who we owe and who owes us • Close the month within three business days, flagging discrepancies and recommending follow-ups on overdue invoices Accuracy and timeliness matter more than volume; I prefer clean books to heroic catch-ups. I’m flexi...

    $5 / hr Average bid
    $5 / hr Сер. заявка
    12 заявки

    Hiring: Café Pre-Opening Consultant / Operations Head (Patna) I’m excited to announce that I’m setting up a premium café in Patna, inspired by top-tier café brands in India, and I’m looking for an experienced professional to lead the pre-opening setup and operational structuring. Role: F&B Consultant / Café Operations Head (Project-Based) Key Responsibilities: • End-to-end café setup (pre-opening phase) • Vendor sourcing & finalization (coffee, bakery, kitchen, packaging) • Menu planning, engineering & costing • Designing SOPs for kitchen & coffee bar operations • Staff hiring, training & workflow structuring • Ensuring a smooth and high-quality launch Preferred B...

    $526 Average bid
    $526 Сер. заявка
    4 заявки
    Panduan Penarikan Dana
    5 дні(-в) left

    Saya ingin memperoleh panduan praktis, singkat, dan jelas tentang cara menarik uang. Metode penarikan yang saya pilih adalah dana, jadi jelaskan alur lengkap menggunakan layanan tersebut—mulai dari verifikasi akun, langkah penarikan, hingga konfirmasi penerimaan dana di rekening atau dompet digital. Fokus utama saya adalah manajemen uang; karena itu sertakan tips sederhana tentang cara mengalokasikan dana setelah berhasil ditarik agar tetap aman dan terkelola dengan baik. Deliverable yang saya butuhkan: • Dokumen ringkas (PDF atau Google Docs) berisi langkah-langkah penarikan dana dengan screenshot atau ilustrasi penting. • Daftar checklist keamanan dan rekomendasi manajemen uang pascapenarikan. • Sesi tanya-jawab singkat secara chat atau panggilan (maks. 3...

    $666 Average bid
    $666 Сер. заявка
    3 заявки
    Irrevocable Non-Conduit Trust Drafting
    4 дні(-в) left
    Верифіковано

    I need a comprehensive trust document drafted for an irrevocable non-conduit trust. Key provisions to include: - Trustee powers and duties I already have a trustee in mind. Ideal skills and experience: - Expertise in trust law - Experience drafting complex trust documents - Attention to detail and accuracy

    $412 Average bid
    Місцевий
    $412 Сер. заявка
    11 заявки

    Sou não residente em Portugal e preciso de um contabilista certificado que faça a preparação do meu IRS e do IVA resultantes da atividade de Alojamento Local. O que forneço: • Faturas de despesas • Registros de renda • Comprovantes de pagamentos O que preciso: • Organização desses documentos e apuramento dos valores sujeitos a IRS e IVA • Cálculo da matéria coletável e das deduções permitidas para Alojamento Local • Preenchimento das declarações oficiais no Portal das Finanças e, sempre que possível, submissão eletrónica em meu nome • Orientação sobre prazos, obrigações de não re...

    $583 Average bid
    $583 Сер. заявка
    1 заявки

    I'm seeking an experienced accountant to assist with shutting down my partnership in a landscaping business and continuing as a sole trader. Key tasks include: - GST registration - Ongoing bookkeeping - Tax preparation Ideal candidates should be proficient in: - Accounting principles - Tax regulations - Setting up and managing accounting software (since I currently use none) Looking for someone detail-oriented and reliable with experience.

    $755 Average bid
    $755 Сер. заявка
    25 заявки

    I run a small but fast-moving agency and I’m looking for a remote bookkeeper to keep our accounts payable and receivable perfectly up to date. The focus is pure bookkeeping—capturing every bill, coding every client payment, and making sure nothing slips past its due date. Here’s what I need from you: • Maintain the AP/AR ledgers daily, attaching source documents and matching each entry to the correct client or cost centre • Generate weekly ageing reports and a concise cash-flow snap-shot so I always know who we owe and who owes us • Close the month within three business days, flagging discrepancies and recommending follow-ups on overdue invoices Accuracy and timeliness matter more than volume; I prefer clean books to heroic catch-ups. I’m flexi...

    $200 Average bid
    $200 Сер. заявка
    12 заявки
    Asesoría Fiscal Personal
    3 дні(-в) left

    Quiero optimizar mi declaración de impuesto sobre la renta y necesito a alguien con experiencia en planificación fiscal personal. Lo que espero: • Revisión de mi situación financiera actual y de los documentos relevantes (ingresos, deducciones, inversiones). • Propuestas claras para reducir la carga impositiva dentro del marco legal vigente. • Un plan paso a paso que incluya calendarios de pagos, recomendaciones de deducciones y sugerencias de ahorro complementario. • Explicaciones sencillas que me permitan entender cada decisión y su impacto. Valoro la confidencialidad, el uso de herramientas actualizadas y la capacidad de comunicar conceptos complejos en un lenguaje accesible. Si has trabajado con contribuyentes individ...

    $52 Average bid
    $52 Сер. заявка
    4 заявки

    Saya baru mulai belajar berbisnis dan sama sekali belum memahami dunia keuangan. Saya ingin seseorang yang sabar membimbing saya — mulai dari dasar — agar saya mampu: • Mengelola keuangan pribadi dengan terstruktur • Menyusun rencana tabungan bulanan yang realistis • Memahami pilihan investasi pemula (deposito, reksa dana, emas, dll.) beserta risikonya • Memonitor perkembangan aset menggunakan template spreadsheet atau aplikasi sederhana Format pendampingan yang saya bayangkan berupa sesi online reguler (video call atau chat) disertai materi ringkas, contoh kasus, dan tugas praktis agar saya cepat paham. Jika Anda memiliki sertifikasi keuangan, pengalaman melatih pemula, atau portofolio keberhasilan klien lain, mohon sertakan. Target saya dalam ...

    $15 / hr Average bid
    $15 / hr Сер. заявка
    1 заявки

    Accountant for Boutique Pre‑Opening & Ongoing Operations (Remote – India) Project-Based / Hourly (to be agreed) Role Overview We are looking for a detail‑oriented Accountant to support the financial setup and ongoing bookkeeping for a luxury bridal/fashion boutique in Qatar. The role focuses on pre‑opening budget tracking, expense management, and inventory‑linked accounting workflows, with the option to continue after the boutique opens. Scope of Work 1. Pre‑Opening Accounting & Budget Tracking Create a comprehensive budget tracker for construction, procurement, décor, and operational setup. Monitor and record all pre‑opening expenses. Track payments to contractors, suppliers, and service providers. Prepare weekly budget status reports. 2. Boutique Accounting S...

    $11 / hr Average bid
    $11 / hr Сер. заявка
    62 заявки

    Saya sedang menata kembali keuangan pribadi dengan fokus utama pada pengelolaan hutang. Tujuan saya jelas: mengurangi jumlah hutang yang ada, bukan sekadar menata ulang jadwal cicilan. Untuk mencapainya, saya membutuhkan dukungan profesional sekaligus praktis, termasuk bantuan dalam negosiasi ulang dengan para kreditur. Ruang lingkup pekerjaan: • Analisis ringkas portofolio hutang saya (jenis pinjaman, bunga, tenor, biaya penalti). • Rekomendasi strategi pengurangan pokok dan bunga: prioritas pelunasan, konsolidasi, atau opsi refinancing yang masuk akal. • Draf skenario negosiasi: poin tawar penurunan bunga, restrukturisasi tenor, atau penghapusan denda. • Template surat dan skrip percakapan untuk berkomunikasi dengan bank atau lembaga keuangan. • Rencan...

    $250 - $750
    $250 - $750
    0 заявки

    Tôi đang chuẩn bị mở một dự án trong lĩnh vực thực phẩm và đồ uống và cần một bản kế hoạch kinh doanh cơ bản, gói gọn trong ngân sách 1 triệu. Những gì tôi mong nhận được: • Phân tích thị trường ngắn gọn: quy mô, xu hướng tiêu dùng nổi bật, đối thủ chính và khoảng trống còn bỏ ngỏ. • Xác định khách hàng mục tiêu cùng đề xuất định vị sản phẩm/dịch vụ. • Khung mô hình kinh doanh: nguồn lực chính, hoạt động cốt lõi, kênh phân phối, dòng doanh thu. • Ước tính chi phí khởi sự và điểm hòa vốn ở mức phác thảo để tôi có cơ sở t&ia...

    $38 Average bid
    $38 Сер. заявка
    1 заявки
    Excel for Personal Finance Management/Divorce
    23 годин(-и) left
    Верифіковано

    I have started an excel program // I am going through a divorce // I need transitions //downloaded from Bank Account/ I have categories I want to work with at present/ Expense summary // then A place to highlight something not right * sign then an explanation page easily read.

    $52 / hr Average bid
    $52 / hr Сер. заявка
    35 заявки
    Chartered Accountant: FP&A Support
    15 годин(-и) left

    I want to bring a chartered accountant on board who can focus exclusively on financial planning and analysis for my business. The immediate goal is to turn our raw accounting data into clear forecasts, budgets, and decision-ready insights that will guide our next stage of growth. Here’s what I have in mind: • Build an annual budget and rolling monthly forecast based on historical QuickBooks data. • Develop a simple KPI dashboard that highlights cash-flow drivers, margin trends, and break-even points. • Provide variance analysis after each month-end close with a short written summary of the key movements and recommended actions. You will receive full, secure access to our bookkeeping files and prior financial statements. I’m looking for a collaborative...

    $7 / hr Average bid
    $7 / hr Сер. заявка
    12 заявки

    Saya sedang mencari konsultan keuangan yang dapat membantu saya fokus pada debt management. Tujuan utama saya sederhana: merapikan kondisi keuangan agar saya bisa melunasi utang lebih cepat dan mulai menabung untuk masa depan. Yang saya butuhkan: • Analisis menyeluruh atas semua kewajiban utang saya (termasuk bunga, tenor, dan prioritas pelunasan). • Strategi pembayaran utang yang realistis dan terjadwal, lengkap dengan proyeksi timeline hingga lunas. • Saran praktis untuk menekan pengeluaran bulanan tanpa mengorbankan kebutuhan penting. • Panduan membangun dana darurat agar saya tidak kembali berutang. Saya akan menyediakan semua data yang diperlukan—saldo utang, suku bunga, penghasilan bulanan, dan pengeluaran rutin. Saya berharap Anda menyajikan s...

    $15 / hr Average bid
    $15 / hr Сер. заявка
    1 заявки
    Bank SBLC for Loan Security
    12 годин(-и) left

    I need a standby letter of credit issued by a recognised bank that I can present as collateral for an upcoming loan facility. Because the instrument’s sole purpose is loan security, it must be structured in standard SBLC format and delivered through SWIFT MT-760 (or an equally accepted banking channel). I am not working against a tight clock, so timing is flexible; what matters most is that every compliance box is ticked and that I receive verifiable issuance evidence from the bank itself before any funds are released on my side. Deliverable: • Original SBLC (bank-issued, transferable or non-transferable as required for loan security) with accompanying SWIFT confirmation. If you already have established relationships with issuing banks and can guide me through the custo...

    $100000 Average bid
    $100000 Сер. заявка
    1 заявки

    I run a hydroponic service company and the bank has asked for a fresh Credit Monitoring Arrangement (CMA) projection. I need a complete one-year model that stands up to lender scrutiny and clearly tells the story of our cash needs and growth path. The work revolves around three core statements—income statement, balance sheet, and cash-flow statement—built month-by-month, tied together, and driven by transparent assumptions. Please build everything in a clean, well-annotated Excel workbook so I can trace every input. Deliverables • Excel file with linked Income Statement, Balance Sheet, and Cash-Flow tabs covering 12 months • Separate assumptions tab showing revenue drivers, cost structure, funding terms, and cap-ex for the hydroponic operations • A brief ...

    $30 Average bid
    $30 Сер. заявка
    6 заявки

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