Nathan B.
Essexville, MI
100%
Job Success
Top Rated
Certified Financial Planner
$90.00/hr
I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.
Work history
Work history
Certified Financial Planner (paydown mortgage vs invest decision)
Oct 15, 2021
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Nov 21, 2024
5.00
Private earnings
Are you a financial adviser or investment manager? $75 for a 20-minute online task! (PFR-20837-U)
Jun 26, 2023
-
Oct 31, 2024
5.00
Private earnings
Preparing Personal Financial statement
Sep 9, 2024
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Sep 13, 2024
5.00
"Nathan is a pleasure to work with! he is clear, precise, prompt and detail-oriented. This is my second project with him, and I will keep reaching out to him for…
Private earnings
Financial and Investing Guidance
Oct 16, 2023
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Aug 30, 2024
5.00
"Excellent work. Nathan gets right to the point, doesn't pull punches, and explains things in a straightforward way that I can understand without a great deal of investment experience. I…
Private earnings
Looking for Personal Financial Planner/Advisor
May 5, 2024
-
Jun 26, 2024
5.00
Private earnings
Project for financial planner
Oct 31, 2021
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Apr 6, 2024
5.00
Private earnings
Video call
Sep 12, 2022
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Mar 1, 2024
5.00
Private earnings
Financial Planning
Jan 29, 2024
-
Feb 15, 2024
5.00
Private earnings
Registered Investment Advisor
Jun 9, 2023
-
Sep 7, 2023
No feedback given
Private earnings
Review my current investments and financial situation and help me make a home purchasing plan
Jul 13, 2022
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Aug 25, 2023
5.00
Private earnings
Personal Financial Planning
Jan 9, 2025
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Present
Job in progress
Private earnings
Looking for a financial advisor/planner to help me with my finances
Oct 21, 2024
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Present
Job in progress
Private earnings
Financial Planning and Personal Budgeting
Oct 18, 2024
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Present
Job in progress
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Retirement accounts review
Oct 4, 2024
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Present
Job in progress
Private earnings
Need a Certified Financial Planner for personal finance management
Sep 30, 2024
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Present
Job in progress
Private earnings
Looking for a financial advisor/planner to help me with my finances
Aug 16, 2024
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Present
Job in progress
Private earnings
Retirement and financial plan review
Mar 28, 2024
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Present
Job in progress
Private earnings
Budgeting, Small Business Advice
Jan 16, 2024
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Present
Job in progress
Private earnings
Couples Personal Finance Audit and Coaching
Jan 8, 2024
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Present
Job in progress
Private earnings
I need general/personal Financial Planning Advice
Dec 27, 2023
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Present
Job in progress
Private earnings
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Skills
Skills
- Financial Planning
- Finance & Accounting
- Personal Budgeting
- Real Estate Investment Assistance
- Certified Financial Planner
- Investment Strategy