About:
Financial Planning has become a necessity in each person's life. Whether you are trying to save more so you can put a down payment on a house, pay off student debt, or create a retirement plan, developing good financial sense can put your mind at ease and allow you to live a more comfortable & flexible life.
As a CPA at a Big Four Accounting Firm and former Hedge Fund employee, I can provide solutions and pathways to your financial goals. Don't have financial goals or don't know what they should be? Let me help you.
I will provide a 1-stop shop of all things personal finance. Whether its saving, earning, investing, credit, retirement planning, I will help you create a personalized financial plan. With this gig, I will request various items like your monthly income & expense items, investment accounts, and other financial situations that will allow me to create a budget for you and identify how you can meet your financial goals. The budget and plans will be delivered through excel and other visual tools that you may manipulate if your plans change.
My expertise is in Real Estate and Equity Investing (Stocks), but can advise on all finance areas. Let's make some financial sense!
Reviews
:
Working with nmarino289 was great! He was quick and descriptive in his responses, and even took the time to understand my needs in this project. The quality of the deliverable was top-notch, and the extra service of the Stock Recommendation was interesting and fascinating for me. I do not know a ton regarding finances and investments, so this was a huge help for me. I would use this service again and highly recommend to anyone regardless of their personal finance knowledge!
:I like this service as it will help me stick to a budget, and nmarino289 tailored the budget to my personal lifestyle. I especially liked the "Stock Recommendation" extra service. Would highly recommend this service!
: : :
No comments:
Post a Comment