Financial advisor for general financial planning, analysis, and advice - Whitehaven, MD, United States - beBee Handyman

Description

I am scheduling an appointment for my husband, as we want to improve our family's financial health and obtain investment funds. Our main goal is to receive guidance and assistance in managing and optimizing our money to avoid ending up with zero at the end of the month. We also want to allocate funds for investments.

• 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?
Senior level / management.


• What is your annual income?
Between 50,000 and 75,000 euros per year.


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


• Where do you want to receive the service from the advisor?
Online or by phone.


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


• Preferred schedule.
Late afternoon (6:00 PM - 9:00 PM), evening (9:00 PM - 12:00 AM).