I will create financial plans and excel analysis

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Vereinigte Staaten

Ich spreche Spanisch, Englisch

Financial Planner and Portfolio Manager

I am a financial planner and senior portfolio manager with nearly 25 years of experience serving high-net-worth individuals. I find joy in solving complex financial puzzles to help clients achieve ind...

Über diesen Service

Basic package includes one custom analysis - examples include investment policy statements, Excel analysis, trading plan, and modeling of client-specific scenarios

Standard package includes:

Comprehensive Financial Plan Build Scope: Inputting discovery data, building cash flow models, and generating initial scenarios.

Deliverable: A finalized, presentation-ready eMoney/Money Guide Pro plan.

Your Timeline: 5 business days from clean data receipt.

Flat Fee: $1,000 per plan

Premium package includes everything in Standard Package plus the following:

Scope: Run a client's 1040 through Holistiplan, identify 3-5 high-impact tax strategies. Deliverable: A concise, executive summary PDF for the advisor to present.

Your Timeline: 5 business days from clean data receipt.

Flat Fee: $1,500 per plan