Financial advisor for general financial planning - Di Giorgio, CA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Di Giorgio, CA, United States

1 week ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
I have a mortgage and I need to sell a plot of land, so I am unable to work. What can I do?
  • 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?
  • Retirement is approaching.

  • What are your annual income?
  • Less than 12,600 euros per year.

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

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

  • Indicate the date or approximate dates to start.
  • I am flexible.

  • Preferred schedule.
  • Morning (08:00 - 12:00), midday (12:00 - 15:00), afternoon (15:00 - 18:00).
Service preference: Quality/price ratio.

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