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Personal Finance Manager

$25-50 USD / hour

Closed
Posted almost 6 years ago

$25-50 USD / hour

Hello- I'm looking for a financial wiz who is highly skilled at setting up obtainable personal financial goals, game plans, spreadsheets and tracking for both the short and long term. I will be fine-tuning my personal finances as we go along for specific savings goals, but there are two main items I would like to save for first and foremost: 1) Retirement planning. I would like to set a plan for retirement by a certain age, with a certain fixed income and make tracking reports to hit those goals each week, month and year. 2) Buying property: I would like to buy a home. I have a guess as to the amount I will need for this, but would like to set up goals on a weekly, monthly and yearly basis as well. ....NEXT-- and this is MOST IMPORTANT: I want my savings for either of these to be high interest, compound savings obviously, but I don't want to "see" these two savings buckets as I am saving (in other words, I don't want to log into my checking/savings account each day and see that my funds are there and be tempted to spend it). That is key!! So... I need help in setting up these savings goals so that I can't necessarily access the money until my goals are reached. Make sense? Please send me your resume and your experience in personal finance management. Add the words: "2 SAVINGS GOALS" to the top of your response so that I know you have read this message in its entirety. If you don't I will know you are spam and instantly delete your message. Thanks!
Project ID: 17159016

About the project

2 proposals
Active 6 yrs ago
Location: Hillburn, United States

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2 freelancers are bidding on average $41 USD/hour for this job
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2 SAVINGS GOALS I am CFA and FRM qualified with ten years of experience in investment banking. Further, I am also a graduate in finance and investment. Currently, I am giving my advice to 5 people, so that they can earn maximum from their saving. For more details. contact me.
$41 USD in 25 days
4.9 (42 reviews)
4.4
4.4

About the client

Flag of UNITED STATES
Brooklyn, United States
5.0
12
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Member since Mar 30, 2010

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