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I’m looking for a seasoned personal-finance professional who can sit down with me face-to-face and untangle a money issue that’s been weighing on me. I don’t want a generic report or a quick call; what I need is an in-person session where we review my current situation, walk through the numbers together, and map out clear next steps I can follow immediately after our meeting. Expect to examine my income, regular expenses, outstanding obligations, and short-term goals, then structure a realistic plan that keeps me on track. If you have a proven track record guiding individuals through budgeting tools, debt-reduction strategies, or basic investment prioritisation, that practical experience will be invaluable during our session. Please tell me where you’re based, how far you’re willing to travel (or host), and how long you’ll need for the initial meeting. I’m ready to book as soon as I know we’re a good fit and you can provide concrete recommendations during that first appointment.
ID do Projeto: 40174655
9 propostas
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Ativo há 5 dias
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9 freelancers estão ofertando em média ₹2.012 INR for esse trabalho

Let's discuss this more, what's your exact problem is ? I am chartered accountant having 5 plus years of experience.I am expert in Financial Planning and Budgeting.
₹1.050 INR em 7 dias
3,7
3,7

I am a finance and accounting professional with experience in personal budgeting and financial planning. I give practical advice based on real numbers, not general tips. In our face-to-face meeting, we will sit together and review your income, monthly expenses, pending payments, and short-term financial goals. I will help you understand your money clearly and make a simple plan that you can start using immediately. I have helped individuals with budgeting, reducing debt, and planning savings in a realistic way. After the meeting, you will have clear next steps and better control over your finances. Location: Borivali West, Mumbai Travel: I can travel within nearby western suburbs Availability: Sunday only (I work Monday to Saturday, 10:30 AM to 7:30 PM) Meeting Time: 1.5 to 2 hours Result: Clear budget and action plan I am ready to meet in person on Sunday and provide clear and useful guidance in the first meeting itself.
₹1.050 INR em 7 dias
0,0
0,0

Hi. I’m Jasco, a CPA-T and MBA-Finance professional with extensive experience helping individuals and organizations improve financial clarity, budgeting, and debt management. I specialize in turning complex financial information into practical, actionable plans. I can guide you step-by-step through reviewing your income, expenses, obligations, and goals, and develop a realistic plan you can implement immediately. My approach is hands-on and tailored to your situation, ensuring clear next steps, practical strategies, and measurable results. I’m based in Tanzania and available for a session that fits your schedule. I can provide a structured, in-depth meeting focused entirely on solving your personal finance challenge.
₹1.050 INR em 7 dias
0,0
0,0

Hello, I’d be happy to work with you on this — and I appreciate that you’re looking for a face-to-face, practical session, not a generic report or quick call. I’m a Chartered Accountant and personal-finance professional with 10+ years of experience helping individuals untangle complex money situations and turn them into clear, actionable plans. In our in-person session, we’ll sit together and go through your numbers calmly and methodically — income, expenses, obligations, and immediate goals — so nothing feels overwhelming or unclear. What the first session will cover: Review of your full financial picture Identification of problem areas and leaks Practical budgeting structure you can use immediately Clear next steps for debt reduction and cash-flow stability Guidance on what to prioritise now vs. later (including basic investments, if relevant) I focus on simple, realistic plans that you can actually follow, not theory. You’ll leave the meeting knowing exactly what to do next. Location & meeting: Based in India (exact location can be shared privately) Open to hosting or travelling within reasonable distance Initial session: 90–120 minutes (recommended for clarity and depth) If you’re looking for someone who will sit with you, explain things clearly, and help you move forward with confidence, I’d be glad to be that person.
₹10.000 INR em 4 dias
0,0
0,0

I am a CA Final student, we regularly prepare tax returns and with we also plan with perspectives of financial planning for different types of individuals. I will believe skills will be a great advantage on this project.
₹700 INR em 7 dias
0,0
0,0

Hello, I can help you with this finance project efficiently and professionally. I understand concepts clearly and deliver accurate, easy-to-understand results on time. Client satisfaction is my priority.
₹1.050 INR em 7 dias
0,0
0,0

Hi iam good in financial planning , analysing , book keeping, investing. I can help you out with finance issues
₹1.050 INR em 7 dias
0,0
0,0

Hello, I understand you’re looking for a thoughtful, hands-on discussion rather than a generic report or a rushed call. I regularly work with individuals through detailed video sessions where we review income, expenses, outstanding obligations, and goals together in real time, exactly as we would in person. A video session allows us to share screens, walk through numbers line by line, and make adjustments on the spot, while saving travel time and cost. The outcome is a clear, practical action plan you can start implementing immediately after the session. In our first meeting, I typically need 60–90 minutes to fully understand the situation, identify key pressure points, and outline realistic next steps around budgeting, debt management, and short-term financial priorities. If needed, I can also provide a short written summary after the call. If you’re open to it, we can start with a video session and move forward from there. I’m confident this approach will give you the clarity and concrete guidance you’re looking for.
₹1.050 INR em 7 dias
0,0
0,0

I provide structured, hands-on personal financial planning for individuals seeking clarity, control, and measurable progress in their finances. In our face-to-face session, I will conduct a detailed review of your financial position—income, recurring expenses, liabilities, and short-term objectives—and translate it into a clear, step-by-step action plan. My approach is practical and implementation-focused: we will build a sustainable budgeting framework, outline debt-reduction priorities, and define savings and investment steps aligned with your timeline and risk profile. I recommend an initial 60–90 minute in-person consultation to ensure we deliver tangible outcomes in the first meeting. I’m flexible on location and travel and can host if required. I’m ready to begin immediately and confident I can provide concrete, actionable guidance from day one.
₹1.111 INR em 7 dias
0,0
0,0

Nagpur, India
Membro desde jan. 24, 2026
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