All Services Business & Finance Business Management & Consulting Financial Planner $15/hr · Starting at $30 Evaluate clients’ financial documents including their income, expenses, and liabilities.Offer support and guidance in financial, insurance, and investment planning.Create strategic financial plans and budgets for clients.Monitor clients' needs and adjust their financial plans accordingly.Prepare financial and business analysis reports.Present and market financial products and services. About $15/hr · Ongoing Download Resume Evaluate clients’ financial documents including their income, expenses, and liabilities.Offer support and guidance in financial, insurance, and investment planning.Create strategic financial plans and budgets for clients.Monitor clients' needs and adjust their financial plans accordingly.Prepare financial and business analysis reports.Present and market financial products and services. Skills & Expertise AnalyticsBudgetingBusiness AnalysisBusiness CommunicationsBusiness DevelopmentBusiness ManagementBusiness PlanningBusiness StrategyClient DevelopmentMarketing 0 Reviews This Freelancer has not received any feedback. Browse Similar Freelance Experts Business Communications ServicesBusiness AnalystsBusiness DevelopersMarketersBusiness ManagersBusiness Strategy ConsultantsBusiness Planning ExpertsAnalytics ExpertsBudgeting Services