Financial advisor for general financial planning - Onaga, KS, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Onaga, KS, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
In a short time, I will be receiving an inheritance from the UK and money from the sale of a house in the UK. I need to know how to proceed with taxes in both countries, etc.
  • How do you feel about managing and organizing your finances?
    • I am not comfortable with my finances.

  • What stage are you at in your professional career?
    • Retirement is approaching.

  • What is your annual income?
    • Between 12,600 and 18,000 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.

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

  • Preferred schedule.
    • Morning (08:00 - 12:00).
Service preference: Quality/price ratio.
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