MG
Last seen:  13 hours ago
English
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I will provide personal financial cashflow and retirement planning

I offer personalized financial solutions focusing on cash flow management, tax strategies, and retirement planning, aimed at individuals with annual incomes below $100,000. My services are accessible and tailored to meet the specific needs of clients who may feel excluded by traditional financial advisors catering to high net worth individuals. Fees are linked to the level of time and communication required, ensuring affordability and transparency. There is no pressure to extend beyond your financial comfort, and I encourage discussions to establish a suitable budget. Consultations are conducted via Zoom, allowing for in-depth dialogue, project discussions, and revisions to fully address client expectations. While a tip is not anticipated, a positive review is appreciated. Should my services not meet expectations, clients are encouraged to provide feedback for resolution before project completion. The goal is to provide comprehensive and custom-tailored assistance, ensuring financial ambitions are effectively achieved.

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$235
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Delivery Time It is Negotiable
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Introducing personal financial cash flow and retirement planning services

I specialize in providing personalized financial solutions, including expertise in cash flow management, tax strategies, and retirement planning. Reach out to develop a strategic plan tailored to help you achieve your financial ambitions.

In the financial advisory realm, many professionals prioritize high net worth clients, often imposing fees that exclude individuals with moderate to low incomes. My services, however, are designed to be affordable and customized for those whose annual income is below $100,000.

My focus is to understand your specific needs and outline how I can assist you, offering a detailed plan before you decide to engage my services.

Service fees are based on the amount of time and communication you require. I am committed to transparency and will not pressure you into services beyond your financial comfort. Let's discuss a budget that aligns with your expectations.

I'm available for meetings via Zoom to discuss your project, make necessary revisions, and engage in comprehensive discussions to ensure all your requirements are fully addressed.

A tip is not expected, but a positive review would be greatly appreciated. If my service does not meet your expectations, please feel free to discuss it with me so we can find a resolution before concluding the project.

Shop Location Tuvalu

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