Financial advisor for general financial planning, investment funds - Sturtevant, WI, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Sturtevant, WI, United States

2 weeks ago

Jessica Williams

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Jessica Williams

beBee Recruiter
Freelance
Description
I have personal financial information collected on a spreadsheet from the last three months, which includes detailed information on monthly income and expenses. Additionally, I have money invested in a savings account that is generating monthly interest. I do not need advice from scratch, I need my documented case to be studied and to be advised on how and where to invest in order to achieve my goal.
  • How do you feel about managing and organizing your finances?
    • I am comfortable but I want to improve them.

  • What stage are you at in your professional career?
    • Mid-level.

  • What are your annual income?
    • Between 25,000 and 35,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
    • General financial planning, investment funds.

  • Where do you want to receive the service from the advisor?
    • At the client's location, at the advisor's office, online or by phone.

  • Indicate the date or approximate dates to start
    • In the next few days.

  • Preferred schedule
    • Late afternoon (18:00 - 21:00).
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