Personal Finance Manager


I'm looking for a financial wiz who is highly skilled at setting up obtainable personal financial goals, game plans, spreadsheets and tracking for both the short and long term.

I will be fine-tuning my personal finances as we go along for specific savings goals, but there are two main items I would like to save for first and foremost:

1) Retirement planning. I would like to set a plan for retirement by a certain age, with a certain fixed income and make tracking reports to hit those goals each week, month and year.

2) Buying property: I would like to buy a home. I have a guess as to the amount I will need for this, but would like to set up goals on a weekly, monthly and yearly basis as well.


and this is MOST IMPORTANT:

I want my savings for either of these to be high interest, compound savings obviously, but I don't want to "see" these two savings buckets as I am saving (in other words, I don't want to log into my checking/savings account each day and see that my funds are there and be tempted to spend it). That is key!! So... I need help in setting up these savings goals so that I can't necessarily access the money until my goals are reached. Make sense?

Please send me your resume and your experience in personal finance management. Add the words: "2 SAVINGS GOALS" to the top of your response so that I know you have read this message in its entirety. If you don't I will know you are spam and instantly delete your message. Thanks!

U.S. based required...

Knowledge of ROTH IRA and others a must

Skills: Accounting, Finance, Financial Analysis, Financial Planning, Financial Research

Location: Hillburn, United States

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About the Employer:
( 12 reviews ) Brooklyn, United States

Project ID: #17159016

2 freelancers are bidding on average $41/hour for this job

$41 USD / hour
(145 Reviews)

2 SAVINGS GOALS I am CFA and FRM qualified with ten years of experience in investment banking. Further, I am also a graduate in finance and investment. Currently, I am giving my advice to 5 people, so that they can ea More

$41 USD / hour
(42 Reviews)