Hire the best Financial Planners

Check out Financial Planners with the skills you need for your next job.

Clients rate Financial Planners
Rating is 4.7 out of 5.
4.7/5
based on 326 client reviews
Tasbiha Noman E.
$12/hr
  • Trophy Icon Financial Plans
  • Xero
  • Accounting
  • Financial Accounting
  • Financial Planning
  • Financial Analysis
  • Microsoft Excel
  • Microsoft Word
  • Customer Support
  • Bookkeeping
  • Bank Reconciliation
  • Accounting Software
  • Accounts Receivable Management
  • Accounts Payable Management
  • Intuit QuickBooks
  • Accounting

I have over 5+ years of bookkeeping and accounting experience. I am a very reliable, trustworthy, organized, and detailed-driven Virtual Bookkeeper.I have a team where everyone specialize in QuickBooks online & Xero cleanups, setups, and e-commerce businesses. I am an expert in my field. I make accounting software look easy and you won't be intimidated by it! My services are below but not limited :- QuickBooks Online Bookkeeping QuickBooks Online Cleanups & Setups QuickBooks Online Training Accounts Receivables Accounts Payables Bank and Credit Card Reconciliations PayPal, Square, Stripe, Amazon, and Shopify Reconciliations Monthly/Yearly...

William R.
$250/hr
  • Trophy Icon Financial Plans
  • Xero
  • Financial Analysis
  • Intuit QuickBooks
  • TSheets
  • Accounting
  • Mergers & Acquisitions
  • Microsoft Excel
  • Financial Projection
  • Accounting
  • Budget Management
  • Financial Planning
  • Financial Modeling

With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the best possible information to make business decisions. I have owned my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial...

Dimitrios K.
$80/hr
  • Trophy Icon Financial Plans
  • Data Analysis
  • Business Intelligence
  • Financial Modeling
  • Financial Reporting
  • Financial Planning
  • Revenue Management
  • Management Accounting
  • CPA
  • Microsoft Power BI
  • Microsoft Excel
  • Microsoft Power BI Data Visualization
  • Business Analysis
  • Financial Modelling
  • Financial Forecast

✔ Microsoft Certified Power Bi Data Analyst ✔ Advanced Financial Modeller ( Expertise in Hospitality and Real Estate) ✔ Upwork Top Rated Plus Badge in less than 6 months ✔ ACCA - Chartered Accountant (75% completed) ✔ IFRS & Management Accounting Certification I have more than 8 years experience in Finance, Accounting and Data Analysis (private equity & Startups). *Area of Expertise* I am using Power Bi and MS Excel in -Data Analysis for decision making -Financial Modelling (Budgeting and Forecasting) -Financial Reporting (IFRS) -Management Accounting (Cost techniques, Performance Measurement, Decision Making) -Revenue Management...

Nathan B.
$80/hr
  • Trophy Icon Financial Plans
  • Financial Planning
  • Real Estate Investment Assistance
  • Investment Research
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Personal Budgeting
  • Certified Financial Planner
  • Finance & Accounting
  • Investment Strategy
  • Investment Research

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.

Nicole I.
$35/hr
  • Trophy Icon Financial Plans
  • Data Entry
  • Analytics
  • Accounting
  • Dashboard
  • Data Visualization
  • Financial Accounting
  • Google Sheets
  • Data Mining
  • Financial Statement
  • SEMrush
  • Financial Planning
  • Microsoft Excel
  • Data Analysis
  • Looker
  • Google Data Studio

- Data Analytics (Financial and non-Financial data) - Looker Studio (previously Google Data Studio using connectors such as Google Analytics, GSheets, Semrush, etc) Visualizations - Google Sheets: Automations and Visualizations - Process Flow Evaluation and Automations - Financial Reporting and visualization reports - Financial Statements, Cash Flows and Cash Position, Payroll - General Accounting and Bookeeping

Venera D.
$65/hr
  • Trophy Icon Financial Plans
  • Management Accounting
  • Financial Modeling
  • Financial Planning
  • Management Consulting
  • Accounting
  • Corporate Finance
  • Financial Analysis
  • Consultant
  • Financial Forecast
  • Microsoft Excel
  • Financial Report
  • Financial Accounting
  • Google Sheets
  • Accounting Principles & Practices
  • Financial Projection

Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting &...

Laetitia  H.
$65/hr
  • Trophy Icon Financial Plans
  • Managerial Finance
  • Financial Reporting
  • English to French Translation
  • Bookkeeping
  • Cost Control
  • Value-Added Tax
  • Financial Planning
  • Legal Translation
  • International Accounting Standards
  • Tax Preparation
  • Balance Sheet
  • Financial Accounting
  • Account Reconciliation

Bonjour, Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables. Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter. Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition. Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en...

Troy S.
$125/hr
  • Trophy Icon Financial Plans
  • Microsoft Excel
  • Visual Basic
  • Accounting
  • Financial Modeling
  • Financial Projection
  • Financial Planning
  • Financial Analysis
  • Financial Reporting
  • Business Valuation
  • Company Valuation
  • Business Analysis
  • Cash Flow Analysis
  • Data Visualization
  • Corporate Finance
  • Venture Capital Consulting

Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out...

Juan D.
$40/hr
  • Trophy Icon Financial Plans
  • Startup Consulting
  • Business Plan
  • Business Development
  • Google Sheets
  • Microsoft Excel
  • Corporate Strategy
  • Business Coaching
  • Dashboard
  • Valuation
  • Finance
  • Financial Report
  • Financial Modeling
  • Financial Forecast
  • Financial Planning
  • Finance & Accounting

Business and Profit Coach. Google Sheets Wizard. Financial Advisor and Business Valuation Expert, with solid experience advising businesses of all kinds from all over the world. I have spent thousands of hours working on financial models and business plans for a vast array of industries. I finished my MBA in 2022. If you need help to scale your business or take it to the next level, but you don’t have the time to make it happen, instead of trying to complete all the tasks by yourself, you can hire me as your business developer and I will solve what needs to be solved. I can easily identify opportunities for improvement within...

Sam H.
$150/hr
  • Trophy Icon Financial Plans
  • Business Consulting
  • Financial Analysis
  • Financial Modeling
  • Management Consulting
  • Financial Forecast
  • Financial Projection
  • eCommerce
  • Amazon Plugin
  • Shopify
  • Accounting
  • Microsoft Excel
  • Income Statement
  • GAAP

We help e-Commerce founders with outsourced CFO, bookkeeping, accounting and financial operations services. Do you own an e-commerce brand that generates between $1M and $20M in annual revenue? Each month, our clients sell 50,000+ SKUs in industries across every major e-Commerce channel including Shopify, Amazon, Walmart.com, Etsy, Wholesale, and Retail in the US and abroad We see the same paint points over and over: ❌ You have important decisions to make but are lacking financial support with the deep knowledge of e-Commerce? ❌ You’re spending too much time paying bills and managing the books, and not enough time on new products and...

Matthew F.
$75/hr
  • Trophy Icon Financial Plans
  • Financial Analysis
  • Financial Modeling
  • Investment Research
  • Business Valuation
  • Business Plan
  • Financial Planning
  • Report Writing
  • Data Analysis
  • Microsoft Excel
  • Financial Writing

Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation •...

Emilie N.
$125/hr
  • Trophy Icon Financial Plans
  • Financial Report
  • Data Entry
  • Financial Projection
  • Business Plan
  • Translation
  • Financial Planning
  • Financial Modeling
  • Financial Reporting
  • Finance & Accounting
  • Competitive Analysis
  • Market Analysis
  • Forecasting
  • Data Analysis
  • Cost Analysis
  • Financial Policies & Procedures

International CFO. I leverage my experience in big corporation (blue ships companies like Procter & Gamble, Hanesbrands) and mid-size companies to find solutions/help start-ups and smaller companies. Since 3 years I decided to put my skills at the service of smaller corporations and charity organizations. I am also involved in crowfunding/startups projects. I can bring you the following competencies depending on your short term needs both on a strategical level but also on really operational tasks: - Financial processes: set up financial planning processes (budget, monthly reviews, forecast). - Analysis of your business: example is...

Roman D.
$150/hr
  • Trophy Icon Financial Plans
  • Legal Entity Structuring
  • Mergers & Acquisitions
  • Venture Capital Consulting
  • Corporate Finance
  • Startup Consulting
  • Contract Law
  • Financial Planning

- Studied Law and Economics in Germany, Australia and Spain - PhD in International Tax Law in Germany - Mergers & Acquisitions Specialist - Finance and Strategy Consultant - Entrepreneure & Founder I love working on international M&A projects, Venture Capital transactions and consulting beautiful minds. Roman

Mohammad A.
$60/hr
  • Trophy Icon Financial Plans
  • Business Plan
  • Financial Modeling
  • Strategic Plan
  • Business Analysis
  • Financial Management
  • Corporate Finance
  • Financial Analysis
  • Process Improvement
  • Business Process Reengineering
  • Business Process Modeling

✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches,...

Nicholas C.
$100/hr
  • Trophy Icon Financial Plans
  • Accounting
  • CPA
  • Intuit QuickBooks
  • Xero
  • Budget Plan
  • Personal Budgeting
  • Tax Preparation
  • Financial Planning
  • Payroll Processing
  • General Ledger
  • Nonprofit Organization

I'm a Certified Public Accountant (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration, taxation, budgeting, not-for-profits, and financial planning. I am also a Certified QuickBooks ProAdvisor and Certified Xero Advisor, and have completed the AICPA's Not-for-Profit Certificate II. I have specific experience in developing budgets for nonprofits, tracking budgets, monthly, quarterly and annual financial reporting to the board of directors and other stakeholders, and more. I am knowledgeable in SAP, Abila MIP, QuickBooks, Xero, Wave, and...

Juvy B.
$45/hr
  • Trophy Icon Financial Plans
  • Budget Plan
  • SAP
  • Business Analysis
  • Financial Planning
  • Financial Reporting
  • Financial Analysis
  • Oracle Database

With almost 11 years of experience in Financial Planning and Analysis, financial data interpretations can be made easy for clients and report users. I can help in making important decisions concerning your business' finances. I have handled multiple accounts, big and small, that helped me gain professional knowledge that involves the following: - Budgeting and Forecasting - Variance Analysis - Financial Analysis - Financial Reporting (Profit and Loss) - Cost-Benefit Analysis Not only can I efficiently work on financial analysis, but I can also communicate the data to the stakeholders with ease. I have previously been labeled a "rockstar"...

RITU R.
$20/hr
  • Trophy Icon Financial Plans
  • Xero
  • Wave Accounting
  • QuickBooks Online
  • Chart of Accounts
  • Cash Flow Statement
  • Financial Forecast
  • Financial Projection
  • Financial Report
  • Financial Modeling
  • Budget Management
  • Financial Analysis
  • Financial Planning
  • Month-End Close Assistance
  • Fathom Applications Fathom
  • International Accounting Standards

I am a Chartered Accountant (CA) for Business Plans, Taxation, Business & Financial Analysis, Accounting. Good knowledge regarding GAAP, IFRS, GST, VAT, Custom and Excise Duties, Direct Tax Accounting Principles, Bookkeeping. Job Oriented, Hardworking, Patient, Honest, Dedicated, enthusiastic freelancer from India. For the past 7 years experience in Accounts and Auditing. I have good knowledge of IFRS, US Gaap, European VAT and many accounting softwares.

Stefan K.
$100/hr
  • Trophy Icon Financial Plans
  • Financial Planning
  • Google Sheets
  • Management Accounting
  • Financial Management
  • Financial Analysis
  • Business Modeling
  • Business Strategy
  • Financial Reporting
  • Financial Plan
  • International Financial Reporting Standards
  • Financial Analysis & Valuation
  • Financial Modeling
  • Microsoft Excel
  • Cash Flow Analysis
  • Month-End Close Assistance

I am ACCA qualified (CPA equivalent) finance professional with extensive experience in financial management, analysis, planning and modelling. I have spent the last decade working in London, UK and assisting companies across the globe with their financial management needs. I have set up financials for startups, worked in medium size companies as well as large multinationals. I have worked across various industries and sectors - Fashion, Technology, eCommerce, Hospitality, Financial Services. Do not hesitate to get in touch to discuss your requirements in more detail What I can do for you: 1. Create a financial model to be...

Diego Hernan R.
$20/hr
  • Trophy Icon Financial Plans
  • Investment Banking
  • Venture Capital Consulting
  • Corporate Finance
  • Financial Planning
  • Financial Analysis
  • Excel
  • Financial Forecasting
  • Financial Modeling
  • Financial Presentation
  • Investment Strategy
  • Accounting
  • Financial Projection
  • Project Finance
  • Finance & Accounting

Hi! I'm very pleased to meet you. I'm Diego Ramirez and I am associate (Manager) at an investment bank. Additionally, I'm currently candidate for a Post Experience Master in Finance at London Business School (#1 Master in Finance according to Financial Times and QS Ranking). Furthermore, during this programme I am an exchange student for the MBA programme at Columbia Business School. Also, I was CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. Additionally, I have worked in an venture capital fund founded by the Head of Europe of the IFC Venture Capital...

Neel Anil M.
$40/hr
  • Trophy Icon Financial Plans
  • US Taxation
  • Financial Accounting
  • Financial Audits
  • Financial Planning
  • Financial Reporting
  • Financial Services
  • International Taxation
  • Accounting
  • Cost Accounting
  • Bookkeeping
  • Private Equity
  • Article Writing

Having certifications from the two largest Accounting Bodies of the world (AICPA, US and ICAI, India), the professional is a young, energetic and aspiring service provider proficient in US GAAP, IFRS, and IFRS-based Accounting Standards. He has 4 years of experience in Financial Controlling, Financial Management and Analysis, Financial Reporting, Taxation (US, India, International) and Management Accounting. He is currently serving a Netherlands-based HR start-up as its Financial Controller, as well as a US-based Realty Advisory company as a real estate valuation analyst. What can you expect? -Immediate replies to questions and queries:...

Esteban R.
$150/hr
  • Trophy Icon Financial Plans
  • Financial Modeling
  • Financial Presentation
  • Financial Planning
  • Financial Analysis
  • Business Valuation
  • Company Valuation
  • Valuations
  • Mergers & Acquisitions
  • Capital Markets

M&A and FP&A professional with over 10 years of experience in different industries such as Energy, Technology, Insurance, Industrials and Retail in US, Canada, Latin America and Europe with an investor network of over 10,000 investors among private equity funds, VC funds, family offices and high net worth individuals across almost every industry

John Darren D.
$30/hr
  • Trophy Icon Financial Plans
  • General Ledger Accounting
  • Accounting Software
  • Financial Forecasting
  • Financial Reporting
  • Financial Modeling
  • Financial Planning
  • Microsoft Excel
  • Corporate Finance
  • Management Accounting
  • Cost Analysis
  • Business Valuation
  • Business Analysis

- 6+ years of professional experience in Business Consultancy, Business Valuation and Modelling for Pitch Deck, Corporate Finance, Financial Analysis, Financial Reporting, Accounting, Forensic Audit and Financial Auditing - CPA, FMVA holder and CFA reviewee - Years of exposure in Audit and Consultancy - One of the top-performing employees in EY - Consistently maintained 100% success rate in Upwork, strong business acumen, drive to get results Services Offered: 1. Financial Modelling • Three Statement Model (including charts and dashboards) • DCF • LBO • M&A • Consolidation and Budget Model • Budgeting and Forecasting that tie in with key...

Matheus A.
$38/hr
  • Trophy Icon Financial Plans
  • Excel
  • Google Sheets
  • Financial Analysis
  • Business Modelling
  • Financial Modeling
  • Financial Planning
  • Budget Plan
  • VLOOKUP
  • Dashboard
  • Data Modeling
  • Data Visualization
  • Google Spreadsheets
  • Startup Consulting
  • Forecasting
  • Microsoft Excel

I have over three years of experience working with finance and business modeling. Besides traditional financial modeling, I have a successful track record building dashboards, KPI controls, and other decision-making tools to enable better business management! Let's work together on projects that require expertise in: - Google Sheets; - MS Excel; - Financial Modeling and Analysis.

Doreen L.
$80/hr
  • Trophy Icon Financial Plans
  • Bookkeeping
  • Financial Forecasting
  • Financial Planning
  • Accounting
  • Financial Analysis
  • CPA
  • Budget Plan
  • Budget Management
  • Tableau
  • Analytics
  • Quickbooks
  • QuickBooks Online
  • Accounts Receivable
  • Accounts Payable
  • Personal Budgeting

In need of an experienced, data-driven finance professional to help paint the financial picture for your business? If so, I'm the professional for you! SUMMARY: - 8+ years of bookkeeping experience - 2 years of public accounting experience - 3 years of financial forecasting & planning experience I have a strong background working in both financial services and technology startups such as Deloitte, BlackRock, Dropbox, and Pilot. I have experience working in a wide variety of finance departments such as M&A, budgeting, forecasting, financial analysis, financial modeling, financial reporting, bookkeeping, business (corporation and...

Anup A.
$100/hr
  • Trophy Icon Financial Plans
  • Microsoft Excel
  • Financial Modeling
  • Excel VBA
  • Financial Forecasting
  • Financial Reporting
  • Financial Analysis
  • Corporate Finance
  • Real Estate Appraisal
  • SQL
  • Real Estate Financial Modeling
  • Cash Flow Modeling
  • MS Excel
  • Financial Forecast

Anup has the rare crossover of skills in accountancy, finance, excel, databases and programming. He is a first principles problem solver who believes the basic building blocks of all business are the same, and one can focus on these basic parts to solve any problem rather than looking for precedents or 'industry experts'. He has 15,000+ hours of excel experience. In the last 6 years of his consulting practice, he has worked with 180+ clients on 250+ businesses with problems like business forecasting, financial planning, budgeting, resource planning, project management, data management all using the versatile Microsoft Excel. These clients...

Jerrod R.
$200/hr
  • Trophy Icon Financial Plans
  • Financial Analysis
  • Business Valuation
  • Startup Consulting
  • Capital Markets
  • Venture Capital Consulting
  • Management Consulting
  • Business Plan or Pitch
  • Financial Modeling
  • Investment Banking
  • Investment Research
  • Researcher
  • Financial Accounting
  • Financial Management
  • Investor Overview
  • SaaS

Jerrod has a decade of capital markets experience, working at multiple Wall Street banks and assisting 50+ companies throughout various stages of the capital-raising process. Leveraging his broad experience, Jerrod founded Caenen Capital, a management consulting firm focused on providing financial modeling services to growth-stage companies. Caenen Capital has a proven track record on Upwork with a 100% Job Satisfaction Score and 5-star ratings across 50+ total contracts. At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are...

Irv W.
$125/hr
  • Trophy Icon Financial Plans
  • Accounting Software
  • Financial Analysis
  • Data Analysis Expressions
  • ERP Software
  • Quickbooks
  • CRM Automation
  • SaaS
  • Inventory Management
  • Accounting Principles & Practices
  • Google Docs
  • Shopify
  • Microsoft Power BI
  • Salesforce
  • Financial Reporting
  • Cash Flow Modeling
  • Cash Flow Statement

I am an experienced Controller / CFO that provides immediate, affordable, client-tailored value. Scope of services might be assumption of full CFO responsibilities, system software selection and implementation, F&A best practices advice, or simply providing a needed, extra set of experienced hands; or all three. My expertise includes Microsoft Power BI, Salesforce.com, and Quickbooks. I help my clients get the most value from their SFDC and QuickBooks investments. My on-demand services are affordable and scaled to the needs of the client.

$NaN/hr

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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 you’re 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 it’s 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, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re 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 you’ll 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 corporation’s current financial status, their financial goals, and a plan of action for achieving those goals. 

Here’s 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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