The client has made the following changes to the job.
Client prefers freelancers from:
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
Looking for someone to take my PERSONAL FINANCIAL SITUATION situation (loans, debt, savings, stocks, retirement funds, my age, income status, marital status and future goals & plans) to develop a financial roadmap for me for the next 5-7 years.
Please bid by presenting the process you would walk me through and provide examples of questions/ templates you would have me fill out.
Please provide success stories and potential referalls.
Would be willing to work on a continued basis on an hourly basis if the initial plan is successful. Currently have been tracking everything in quicken so can easily provide all information to you easily. Looking only for CFPs.
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