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PlanPrep | Elance
 
176985602337900
Last Sign-in: Jun 12, 2012

PlanPrep

Expert financial planner, PowerPoint presentations
   United States
  |   Camarillo, CA

Overview

Minimum Hourly Rate $100

Certified Financial Planner - Using our online Wealth Management System and proprietary planning method to help you plan for goals, such as: Retirement, Business Succession, Estate and Legacy, Charitable Giving and College.

Create business plans

Make compelling PowerPoint presentations

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Skills (10)

Tested
English
English Grammar
English Punctuation
English Spelling
Microsoft Word
Report Writing
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Telephone Handling

Service Description

Financial Planning - Using our online Wealth Management System and proprietary planning method to help you plan for goals, such as: Retirement, Business Succession, Estate and Legacy, Charitable Giving and College.

Certified Financial Planner
Financial planner since 1995
MBA, University of Connecticut
BA, Economics, Columbia University
Consultant to financial advisors across the U.S.







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Keywords

Financial planning
Retirement
Estate Planning
PowerPoint
Business Plan
Company Snapshot
Finance & Management
1
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
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0
0
Total
Milestones
Hours
Reviews
Recommend
Clients
Total
Repeat
Earnings
Total
Per Client
Identity
Username
PlanPrep
Type
Company
Member Since
December 2011
Elance URL
Verifications
0
PlanPrep | Elance

PlanPrep