Financial Planning

Outsourcing Administrative Support

This is an example of a Financial Planning project.

What I Require:

This year has been a marvelously successful year for our business. Our sales increased by 40% and this has lead to the increase in our profit margin. We are therefore looking for a qualified financial planner to help us with our plans.

These will be your responsibilities..

1) Find out our mission or goals.

We need you to set out what we want to achieve or accomplish in terms of our finances.. Maybe we want to have a cash flow of $50000 every month from our business or want to invest on the stock exchange.

2) Set out all the required relevant information surrounding us.

This means that you would need to point out all the qualitative and quantitative information about our finances. The information you provide here should be able to be used to see the conditions that may hinder or promote growth of our finances.

3) Analysis of the information

Analyze collected information. Check out which aspects are hindering and which ones are adding values. This also means you need to analyze whether we have got enough resources and time to meet our goals.

4) Drafting a financial plan

Once you have all the required information to construct a realistic financial plan you can then begin to plan it out. The plan should clearly show how we can achieve their goals. You need to write it step by step considering all the obstacles and limiting factors.

What I Can Provide:

We will provide you all the documetation you will require. I will be expected to sign a confidentiality agreement befor any documents willbe handed over.

Skills Required:

The freelancer must be an expert in the field of financial planning. He or she should have a strong history in this field and must be able to provide excellent reviews to prove it.

Project Required By:

This project is expected to last 3 weeks, we will require you to spend at least 8 hours a day and to submit regular reports reflecting your progress.

How I Can Pay:

We will consider your bid once we see your portfolio and reviews. We are flexible on payment terms, you can make your requests during the bidding process.

When the plan proves that it was properly drafted the freelancer will get paid a bonus amount of $200. The freelancer will also be called for future projects since we will require dedicated freelancers.

Plan your Financial Planning project now!