Looking for an Independent Financial Consultant / Advisor
Opdracht ID: 60987
Budget: € 50 tot 350
Geplaatst: 13:45
Reacties: 0
Locatie: Op afstand
Laatst gewijzigd: 13:45
Status: Open
Hi there, I am looking for an experienced independent financial consultant or accountant to conduct a one-time comprehensive review of my family’s finances. There may also be an opportunity for ongoing consultations and periodic financial reviews.
Scope of work:
- Review all existing loans, debts, interest rates, and monthly payments
- Analyze household income and expenses for the past 12 months
- Assess our current overall financial position
- Develop a practical plan to reduce consumer debt without taking out new loans
- Evaluate whether selling our car and/or house should be considered
- Provide a written action plan with clear recommendations for improving our household budget and financial position
Requirements:
- Experience with personal/household financial planning and debt management
- Good understanding of the Dutch financial and tax environment
- Independent and objective advice
- Willingness to sign an NDA before receiving any financial documents
Please include a brief description of your relevant experience, your proposed approach, and an estimated fee for the initial review.
If the cooperation works well, I may be interested in ongoing financial consultations and periodic reviews.