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