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Financial Planning Freelance Jobs more...
Project
Category: Accounting / Finance
Subcategory: Financial Planning
Description: We are an RIA firm interested in outsourcing our financial planning needs.  We need a Certified Financial Planner with reasonable pricing that can handle volume of 40-60 plans per year.  The planner must be able transmit the plan data files to us along with the plan after it has been generated, and must use software that we can buy in case our relationship ends for any reason.  The software must be flexible enough to include our company logos, and able to input custom asset classes for our alternative investments.  Ideally, this is not a one-time project but an ongoing professional relationship.
Bids:
Bid #: 659437
Amount: Sealed
Project Match:
100%
Submitted: 02/19/2010 05:41 AM PDT
Revised: 02/19/2010 05:41 AM PDT
Cheryl's Accounting Workz
Skill Rating:
 10.0
10 skills
Service Rating:
not yet rated
Location:
Manitoba, Canada
Project
Category: Accounting / Finance
Subcategory: Financial Planning
Description: A quick job.The company is a magazine company that is in need of having someone do the standard financial charts for my business plan. I have charts currently and I am in need of having them polished. Please contact me at the contact information listed.
Project
Category: Accounting / Finance
Subcategory: Financial Planning
Description: We are looking for someone to write a comprehensive ebook/guide about
loan modification for further reselling.
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