Hire the best Financial Planners
William M.
Calgary, Canada
I am a Fractional CFO and Chartered Financial Analyst with 25 years of experience. I deliver business plans, valuations, pitch decks, and financial models.
Top Selling Amazon Author on Start Up Consulting:
I am the author of the six top rated book on Amazon. The series called "A Founderโs Conversations with a Fractional CFO". The books cover the following topics: CFO versus accountant, pitch decks, financial modeling, business plans, 409A valuations, and KPIs and dashboards. I offer free PDF copies of any volume to prospective clients.
Specialization in startups and early stage:
I work primarily with startup and early stage founders. I have worked on more than one thousand capital raising files and helped companies secure over ten billion dollars. I founded a valuation company, serve as a trustee of a US private credit fund, and taught finance at the University of Toronto.
Fractional CFO Services:
I set up clear cash control, a clean chart of accounts, a monthly close with variance notes, and a weekly cash forecast, then align budgets and forecasts to your goals. The advantage is simple, accurate numbers that support faster decisions, fewer surprises, and lender ready reports.
Fractional CFO plans can be as little as $500 a month after set up!
Business plans:
I write investor ready business plans with a direct narrative, defined market and customer segments, a go to market path, hiring and milestones, and a three to five year forecast linked to assumptions. The advantage is a document investors and lenders can act on, with a plan your team can actually run.
Business plans can costs as little as $500!
Investor mapping:
I define the target investor profile and build a list by thesis, stage, geography, and check size, then prepare a short outreach tracker and update loop. The advantage is time saved on poor fit outreach and a faster path from first meeting to commitment.
Investor mapping can costs as little as $500!
Valuation:
I provide practical valuations for venture rounds and options using market comparables, DCF, and 409A where appropriate, tied to the cap table and dilution model. The advantage is realistic terms, reduced risk of over dilution, and audit ready support.
Valuations can costs as little as $500!
Financial modeling:
I build driver based three statement models with scenarios, unit economics, CAC and payback where relevant, and cash runway. Monthly actuals flow in and variances are clear. The advantage is a single source of truth you can update in minutes to guide hiring and spend.
Financial Modeling can costs as little as $500!
Pitch Decks:
I design investor ready decks that make your case clear in 10 to 12 slides. We define the ask, proof, and numbers, reduce text, and use clean visuals. Each deck aligns to a driver based model and KPIs so the story matches the forecast. I can add a one page teaser and a short appendix if needed. The advantage is a concise story that answers the questions investors ask first and increases meeting conversion while saving time in diligence.
Pitch Decks can costs as little as $1000!
Business validation:
I provide an independent, data driven review of your business idea, model, and plan before you raise or invest capital. I test unit economics, funding, and exit assumptions so you see if the story and numbers hold together.
Business validation can cost as little as $500!
KPI development:
I select a short list of KPIs that matter and set a monthly cadence, with dashboards in Google Sheets or Excel. The advantage is clear visibility into what moved and why, with specific actions for the next period.
Business set up consulting:
I choose the right finance tools, design the chart of accounts, and set simple policies for payables, revenue recognition, and documentation. The advantage is cleaner books, lower accounting costs, and easier diligence and audits.
Ways to engage?
Some clients use me one or two hours a week to set priorities and move the plan forward. Others ask me to take over a project so they can focus on the business while I deliver the model, plan, or deck. I also offer fixed price sprints and ongoing fractional CFO support when you want senior oversight without a full time hire.
Why clients choose me?
You get senior attention only. I work quickly, and an expert often needs a fraction of the time a junior person requires, so total cost is often lower. I keep communication clear, deliver investor friendly materials, and hit reliable timelines.
Next steps:
Send a short note with your objective and timing. Share when you can meet for a call. I am at my desk 12 hours a day, seven days a week, so I can usually fit a brief call that suits your time zone today. My typical work hours are 9 am EST to 9 pm EST, which is 1 pm GMT to 1 am GMT.
Platform:
I follow Upwork terms and conditions. Please contact me only on Upwork and keep all contracts on Upwork.
Sincerely,
William (Bill) McNarland, CFA
- Financial Modeling
- Business Plan
- Financial Writing
- Financial Analysis
- Financial Consulting
- Investment Research
- Investment Banking
- Chartered Financial Analyst
- Valuation
- Business Valuation
- Private Equity
- Venture Capital Consulting
- Pitch Deck
- Data Visualization
Fatimah Q.
Multan, Pakistan
๐๐๐๐ ๐๐๐จ๐๐๐ฃ๐จ ๐ฉ๐๐๐ฉ ๐ก๐ค๐ค๐ ๐จ๐ฉ๐ช๐ฃ๐ฃ๐๐ฃ๐ ๐๐ฃ๐ ๐ฌ๐ค๐ง๐ ๐๐๐๐ช๐ฉ๐๐๐ช๐ก๐ก๐ฎ? With 4+ years of experience, I craft clean, on-brand layouts that turn your content into visuals that make your content stand out, whether digital or print.
๐ ๐ฆ๐ธ๐ถ๐น๐น๐ ๐ฎ๐ป๐ฑ ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐
My expertise includes everything from digital planners, interactive PDFs, spreadsheets, rebranded or fixed spreadsheets, printable templates, workbooks, journals, planners, eBooks and other custom design projects.
๐ค ๐ช๐ต๐ ๐๐ต๐ผ๐ผ๐๐ฒ ๐ ๐ฒ?
I take pride in delivering detail-oriented, high-quality work with fast turnaround and clear communication.
๐ ๐ ๐๐ฒ๐๐ถ๐ด๐ป ๐ง๐ผ๐ผ๐น๐:
๐ Adobe Suite
๐๐ค๐ณ๐ฐ๐ฃ๐ข๐ต, ๐๐ฏ๐๐ฆ๐ด๐ช๐จ๐ฏ, ๐๐ญ๐ญ๐ถ๐ด๐ต๐ณ๐ข๐ต๐ฐ๐ณ, ๐๐ฉ๐ฐ๐ต๐ฐ๐ด๐ฉ๐ฐ๐ฑ
๐ MS Office
๐๐ฐ๐ธ๐ฆ๐ณ๐๐ฐ๐ช๐ฏ๐ต, ๐๐ฐ๐ณ๐ฅ, ๐๐น๐ค๐ฆ๐ญ , ๐๐ฏ๐ฆ๐๐ฐ๐ต๐ฆ
๐ Google Suite
๐๐ฐ๐ค๐ด, ๐๐ญ๐ช๐ฅ๐ฆ๐ด, ๐๐ฉ๐ฆ๐ฆ๐ต๐ด
๐ Canva, Affinity
Letโs create something amazing, message me to get started! ๐
- Graphic Design
- Digital Design
- Layout Design
- Adobe Acrobat
- Adobe InDesign
- Google Sheets
- Fillable Form
- Template Design
- Adobe Illustrator
- Ebook Design
- PDF Conversion
- Print Design
- Data Entry
- Canva
- Etsy
Kapil J.
Jaipur, India
Tired of doing a same task repeatedly?? Let me help you in AUTOMATING your tasks with EXCEL/ Google Sheet! This will help you save a lot TIME!
๐ฅ Microsoft Certified
๐คต Expert on Advanced Excel Formulas, Google Sheet Dashboarding & Scripting Automation and Excel VBA Automation, Excel Macros
๐ ๏ธ Microsoft Excel, Excel Macro, Excel Automation, VBA Macros, Google Sheets, Excel Formulas, Google Sheet Appscript, Google Sheets Formula, Google Sheets Dashboards, Excel Dashboards, Excel Data Analysis with the power of AI, AI Integration, Chat GPT, Google Apps Script, Construction Estimating Tool, Quote Tool
โโโโ Who Am I? โโโโ
Hi, pleasure to meet you!
I'm Kapil, a Excel & Google Sheet Expert Specialist, Visual Basic Application Developer, Appscript Developer & Data Analyst with a decade of experience working with data. For the last few years I've been helping companies all over the globe in automating their business process and help unload repetitive tasks. I am passionate in creating a story behind large data's and process them based on your business needs. Over the years, I handled over 500,000 raw data processing at the same time! Let's make your numbers speaks for you and your business. If you're looking for someone who can understand your needs, collaboratively develop the best solution, and execute a vision - you have found the right person!
Looking forward to hearing from you!
โโโโโ What do I do? (Services) โโโโโ
โ๏ธ Microsoft Excel Expert Specialist
- Complex Excel formulas
- Excel Automation Development
- Excel Macros/ excel VBA
- Excel Forms and Power Queries
- Excel Pivots, Slicer and Charts
- Excel Dashboards
- Excel Template
- AI Integration to Excel
- API Integration
- API Pulling to Excel Automation
- Excel Quoting Tool
- Estimating Tool
- Custom Excel Template
- Excel Calculations
โ๏ธ Google Sheets Automation Specialist
- Advanced Google Sheet Formulas
- Google Sheet Apps script Development
- Scripting and Automation
- Google Sheets Dashboards
- Data Analysis
โ๏ธ Microsoft Outlook VBA Developer
- Automate sending/receiving emails
- Automate outlook searches
- Search within outlooks emails automation
โโโโโ How do I work? (Method) โโโโโ
1๏ธโฃ First, we need a plan;
I will listen, take notes, analyze and discuss your goals, how to achieve them, determine costs, development phases, and time involved to deliver the solution.
2๏ธโฃ Clear and frequent communication;
I provide frequent project updates and will be available to discuss important questions that come up along the way.
3๏ธโฃ Stick to the plan;
I will deliver, on time, what we agreed upon. If any unforeseen delay happens, I will promptly let you know and provide a new delivery date.
4๏ธโฃ Deliver a high-quality product.
My approach aims to deliver the most durable, secure, scalable, and extensible product possible. All development includes testing, documentation, and demo meetings.
- Microsoft Excel
- Tableau
- Microsoft Power BI
- Dashboard
- Google Sheets
- Microsoft Power BI Data Visualization
- Power Query
- Six Sigma
- Data Analysis
- Financial Modeling
- Lean Consulting
- Excel Macros
- Macro Programming
- Spreadsheet Macros
- Microsoft Power Automate
Jose B.
Tampa, Florida
Are you a founder, startup, or growing business looking for a partner who can deliver both business clarity and technical excellence?
With over 16 years of experience and a proven track record of helping clients raise over $100M+ and launch scalable digital products, I offer a rare combination of strategic business insight and hands-on development expertise.
Whether you need investor-ready documents (pitch decks, business plans, financial models), or you're building a high-performing web/mobile app, I deliver solutions that are tailored, strategic, and designed to drive results.
๐ผ What I Offer
๐ Business Strategy & Financial Consulting
โข Investor-Ready Pitch Decks (VC/Angel/Accelerator formats)
โข Compelling Business Plans (Investment, Visa, or Growth-focused)
โข Clean, clear Financial Models (Cash Flow, Valuation, Projections)
โข One-Pagers, Executive Summaries, and Visual Storytelling
โข GTM Strategy, Product Roadmaps, and Startup Positioning
๐งโ๐ป Full-Stack Web & Mobile App Development
โข MVPs & SaaS Platforms (Scalable & Lean)
โข Frontend: React.js, Angular, Vue.js, Next.js, Svelte, Tailwind CSS
โข Backend: Node.js, Laravel, Django, NestJS, .Net
โข Mobile: React Native, Flutter, Kotlin (Android), Swift (iOS)
โข Admin Panels, Dashboards, Realtime Apps, and APIs
โข Integrations: Stripe, PayPal, Twilio, Firebase, AWS, and more
โข CI/CD, Docker, Git, Vercel, Netlify, Firebase Hosting
๐ Who I Work With
I collaborate with startups, SMEs, and enterprise teams across industries like:
โข FinTech & SaaS
โข HealthTech & EdTech
โข E-Commerce & Retail
โข Crypto & Blockchain
โข Real Estate, Logistics, Automotive, Media, and More
โข From Silicon Valley to Saudi Arabia, from bootstrapped founders to funded startups, my work is โข adapted to meet your industry, market, and stage of growth.
โ
Why Clients Choose Me
๐ $100M+ Raised for clients through compelling pitch materials
๐ก Tech & Business Fusion โ Get strategy, storytelling, and code in one place
๐ Global Perspective with U.S.-based communication
๐ Results-Driven Approach โ Not just deliverables, but business outcomes
โก Fast Turnaround & Clear Communication
๐ค One-Stop Partner โ From investor docs to MVP launch and beyond
๐ What You Can Expect
โ
Free discovery call or consultation to understand your goals, business needs, and product vision
โ
Detailed proposal with clear deliverables, timeline, and transparent pricing
โ
Collaborative, agile development process with regular check-ins and milestone reviews
โ
Candid, expert feedback to refine your strategy, UX, and overall product direction
โ
Clean, scalable, and well-documented code built to industry best practices
โ
Professional communication with fast response time and ongoing support
โ
Post-launch maintenance & optimization to ensure performance and long-term success
โ
Flexible delivery options โ from team handoff to long-term collaboration, based on your preference
โ
Pitch-ready, polished final product thatโs not just functional, but persuasive and market-ready
๐ View my portfolio for real-world examples of startups funded, products launched, and businesses scaled.
๐ฉ Ready to elevate your business and build something great?
Letโs connect and turn your vision into reality.
- Full-Stack Development
- Pitch Deck
- Startup Consulting
- Node.js
- Web Development
- Mobile App Development
- Business Plan
- Business Consulting
- Business Development
- Financial Report
- Software Development
- Hybrid App Development
- AI Development
- Payment Gateway Integration
- ChatGPT
Jyoti Raj A.
Fairfield, Iowa
One of the best tax Experts, tax planners and tax stratergy advisors for business and individuals, Please contact only if you are looking for an expert who can help you achieve your financial goals.
As a very-knowledgeable CPA, Jyoti Raj Adhikari has served countless businesses and individuals all across US with his very practical understanding of complex tax laws, rules and accounting principles and practices. Jyoti has planned and saved millions of taxes to businesses in his 17 years of career as a tax expert, Jyoti accepts only those clients who are serious about their finance and aims to hit high level rather than saving couple thousands of taxes in current year.
Jyoti immersed himself in the world of Tax, Accounting and Business Consulting, helping his clients to succeed in their endeavors. He is working with numerous clients and providing them opportunity to use their valuable time to fully focus on their business and reach their full potential. Jyoti has worked for more than 10,000 different clients as a CPA, contractor, freelancer, accountant,, tax planner and a business consultant.
Jyoti specializes in various areas of taxation including financial analyis for busimess aquisition; finanical health analysis, long term busimess stratergic planning,, real estate planning, stock traderโs tax matter, foreign holdings taxes, Expat taxation, capital gains tax, sec 1031 exchange and many more. He is dedicated to providing the best service possible with his team of motivated professionals.
- Bookkeeping
- Accounting Principles & Practices
- Payroll Accounting
- Tax Planning & Advisory
- Tax Preparation
- Tax Law
- Tax Preparation Software
- Accounting
- CPA
- Business Consulting
- US Taxation
- Financial Accounting
- Review
- Financial Audit
Kyle S.
Plymouth, Indiana
As a versatile professional with a strong background in project and process engineering, I specialize in creating efficient workflows and effective processes. My expertise lies in Microsoft Excel, where I build complex financial models and perform in-depth data analysis. I am proficient in Power Query (M Code), Power Pivot (DAX), and Visual Basic (VBA), along with advanced formula writing.
My diverse experience includes process improvement projects, analyzing large datasets, building databases in Access, and developing dashboards in Excel and Power BI.
Whether you need advanced data analysis, automated tasks through VBA, or sophisticated financial models, I am here to help you achieve your goals with Excel.
Skills:
Microsoft Excel
Power Query (M Code)
Power Pivot (DAX)
VBA (Visual Basic for Applications)
Advanced Excel Formulas
Data Analysis
Process Improvement
Project Management
Power BI
- Microsoft Excel
- Microsoft Excel PowerPivot
- Microsoft Power BI
- Microsoft Access
- Microsoft Power Automate
- Power Query
- Microsoft VBScript
- Microsoft SharePoint
- Financial Modeling
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How to Hire Top Financial Planners
How to hire financial planners
Financial planners can help you pursue capital investment projects, set budgets, pay off debts, and manage your risk.
So how do you hire financial planners? What follows are some tips for finding top financial planners on Upwork.
How to shortlist financial planning professionals
As youโre browsing available financial planning consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:
- Industry fit. You want a financial planner who understands your industry so they can help you figure out how best to reach your target market.
- Project experience. Screen candidate profiles for specific skills and experience (e.g., managing a real estate investment portfolio).
- Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what itโs like to work with a particular financial planner.
How to write an effective financial planning job post
With a clear picture of your ideal financial planner in mind, itโs time to write that job post. Although you donโt need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if theyโre the right fit for the project.
An effective financial planning job post should include:
- Scope of work: From drafting financial plans to administering investment advice, list all the deliverables youโll need.
- Project length: Your job post should indicate whether this is a smaller or larger project.
- Background: If you prefer experience with certain industries, assets, or financial tools, mention this here.
- Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.
Ready to organize your finances? Log in and post your financial planning job on Upwork today.
FINANCIAL PLANNERS FAQ
What is financial planning?
Financial planning is the practice of formally defining an individual or corporationโs current financial status, their financial goals, and a plan of action for achieving those goals.
Hereโs a quick overview of the skills you should look for in financial planning professionals:
- Financial planning
- Accounting
- Investing
- Banking
- Financial analysis, modeling, and forecasting
Why do you want to hire financial planners?
The trick to finding top financial planners is to identify your needs. Do you need help planning for retirement via 401(k)s, IRAs, and other investments? Or do you require a certified public accountant to help you draft a formal financial plan for your business? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.
How much does it cost to hire a financial planner?
Rates can vary due to many factors, including expertise and experience, location, and market conditions.
- An experienced financial planner may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
- A contractor who is still in the process of building a client base may price their financial planning services more competitively.
Which one is right for you will depend on the specifics of your project.
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