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Financial Planner
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Finance & Management > Financial Planning

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  • Posted: Sat, Feb 02, 2013
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
  • Elance Escrow Protection
  • W9 Not Required
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Need a financial planner to assist me with establishing a budget, short term, and long term investment plan, and retirement plan. Need assistance with budget, passive income, investment, tax and credit strategies as well. My last three W2's have been between $280-$320K, and need a good financial management strategy.

Goals:

Take a couple of years off work to have children - within 5 years
Buy a home - within 5 years
Trip around the world (and not stay in hostels.) :-) - within 3 years
Write two books - 12 months
Produce singing album - 12 months
Develop Lifeclass for Kids Program - within 8 years
Retire comfortably - $200K living income per year - (stay at current job max another 10 years)
Children's fund - for education, entrepreneurship, or travel ventures
*(although not as connected to this goal because I paid my own way through university & life, but would be nice to have for unplanned circumstances.)

Thank you.

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Job ID: 37462172
Proposals
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