Comprehensive Financial goal planner

By Josna Maria D's D.

Customer Service & Operations
India

About This Service

  • Time Value of Money with Excel elaboration
  • Preparation of Basic Personal Financial Report
  • Risk Profiling of Clients
  • Retirement Planning - Accumulation & Distribution
  • House Purchase using Loans
  • Children’s Education & Marriage Goals
  • Life Insurance Coverage Planning
  • Personal Taxation
  • Comprehensive Financial Planning Process
  • Tracking Goals and Review of Financial Plan.

What seller need from the Buyer to get started?

Basic information about dependent members ,Salary range,Loans taken @Interest rate and tenure,Goals of family, Savings amount specify, Education Goal, country living,monthly expenses

Esitmated cost is $23.89 & delivery in 2 days

Related Tags

Financial Analysis Risk Management 

About The Seller

Josna Maria D's D. - Customer Service & Operations , from India

I have 10 years experience in Customer Service & operations

Contact Seller

Frequently Asked Questions

How To Find Right Freelancer?

So here are four main steps to follow when searching for freelancers:
1) Inspect. Before you consider searching for the right freelancer, have a clear vision of what the project is about.
2) Shortlist. Once you've examined each freelancer that is bidding, you can now think about making a short list.
3) Interview.
4) Hire.

How do I contact the seller before I place my order?

Within the service page, you will see a 'Contact Seller' button at right side. We recommend contacting your seller before placing your order, especially if you have specific requirements.

What is freelance service?

Freelance service is any fixed contract service. Designing, tax filing, software development with no full time commitment comes under freelance service.