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Financial Planning - Middle Income Families (USA Residents Only)

$30-250 USD

Closed
Posted almost 3 years ago

$30-250 USD

Paid on delivery
I own a financial planning and wealth coaching agency that focuses on middle income families that the big banks have forgotten about. My company helps these families by creating wealth management plans to ensure their income is protected, they handle their debt, and begin to save money and invest it so they learn the tools to have money work for them. I have a project available to support 1000 small business employees with these services and need extra support. Will train all team members and pay for team members to acquire appropriate state licenses to do this work. Looking for team members across the USA.
Project ID: 29950378

About the project

7 proposals
Remote project
Active 3 yrs ago

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7 freelancers are bidding on average $99 USD for this job
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I can perfectly assist you with that. I am a professional Financial Analyst and Financial Planner holding years of experience. I will be happy to discuss in detail.
$50 USD in 1 day
4.7 (200 reviews)
6.9
6.9
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Hi! I see you’re looking for somebody who can help you in creating your strategic business plan. I can write your business plan to express your capability for success and obtain investors' funding. I have over 5 years in management consulting, leadership coaching, consumer goods, and manufacturing industries, creating strategies, financial modeling, operational leadership, program management, and defining team structures. I have an MBA, HRM, and PMP degrees. I can create a personalized Premium Looking Business Plan by covering Company Overview & Purpose, Organization & Management, Industry & Competitor Analysis, Customer Analysis, SWOT Analysis, Marketing & Sales Plan, Operations & Milestone Plan, Success Metrics, 5-year Financial Model & Financing Needs, Consulting Calls. I’ll revise to ensure you're happy with the final product. Please reach out if you have additional questions or want to chat. Let's get started! Regards.
$30 USD in 1 day
5.0 (4 reviews)
5.4
5.4
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Hello Hope you are doing well. I can assist you in plagiarism free business plan as I have already done several related projects of business plan writing, business writing, pitch deck, marketing plan, and market research. I have a master qualification with 5 years’ experience in business plan. You can review my profile to know more about me as I have maintained 4.9/5 stars rating against more than 150 projects. I have read your project description carefully and you will get plagiarism free work according to your requirements. Please come over chat and discuss your requirement in a detailed way. Best Regards, Maria
$140 USD in 7 days
5.0 (16 reviews)
4.7
4.7
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Financial Planning - Middle Income Families (USA Residents Only) After reading your project details, I feel, I am the best option for you to fulfill this project with 100% perfection. I am working in this industry since 2014 and I have served more than 1200 clients with a full amount of satisfaction. I can deliver your work within your given deadline and budget. Please give me a chance. I PROMISE, You will find it GREAT. Thanks, please send me complete details via chat.
$30 USD in 1 day
4.1 (24 reviews)
4.5
4.5
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Hello, I can unquestionably help you recorded as a hard copy a strategic plan. I am experienced business essayist and have composed a few strategies, advertising methodologies, practicality study, strategic agreements, monetary arrangement, pitch deck, speculation recommendations and so forth I will hand over the recommendation that will incorporate all the data about your organization like who are you and what your organization does, the issue your purchaser faces, arrangement that your organization offers to facilitate the issue, how your organization will execute this arrangement viably, assets for example time, cash, financials, and so on needed to actualize the arrangement and will likewise feature the advantages it will give to the proposing party. I will likewise make a point to incorporate a synopsis that will integrate the entirety of the vital data of the proposition, give a diagram of your organization objectives, exhibit your organization's achievements, generally speaking vision and tentative arrangements. Thanks.
$140 USD in 5 days
4.9 (4 reviews)
3.4
3.4
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Greetings I hope you're doing well. I have skills in Financial Research, Business Plans, Accounting, Business Analysis and Finance. I have done similar projects and I can deliver quality and superior work at a price we are both comfortable with and within the agreed timeline. Please send me a message
$100 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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I have 15 years experience in accounting and financial planning. Two years as a consultant. My strengths are in analysis and problem solving as well as coaching. Thank you for your consideration.
$200 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Novi, United States
0.0
0
Member since Apr 21, 2021

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