Financial advisor for separation of couples, general financial planning - Charenton, LA, United States - beBee Handyman

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
Currently, I need to seek a second opinion from a financial advisor in Charenton, LA. I am about to finish my work contract and going through a separation. In order to change my residence and return my ex-partner's share of our common assets, I believe I need to request a loan, manage my current income and investments differently, or restructure them.
  • 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?
  • Mid-level

  • What are your annual income?
  • Between 18,000 and 25,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
  • Separation from partner, general financial planning, estate planning

  • Where do you want to receive the service from the advisor?
  • At the advisor's office

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

  • Preferred schedule
  • Morning (08:00 - 12:00), noon (12:00 - 15:00)

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