Strategic Financial Planning – Advice from Experts

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Strategic Financial Planning

Salt Lake City, Utah

$200.0/min N/A 0 $3.33/min

Strategy Expert. 10 years of financial and marketing strategy. Master's degree in Information Systems and a CPA. Focus on Data-driven decisions where little data are available.

Fernando R. Valdivia

Paranaque City, Philippines

$60.0/min N/A 0 $1/min

I am my client's financial champion, driven to formulate and provide a comfortable life for the family now and in the future.

Nicolas Duran

Orlando Florida

$60.0/min N/A 0 $1/min

Train and develop finanical professioanal. Teach principles, concepts, and laws, on how to grow, protect, and save your wealth.

VIMAL KISHORE

Noida

$100.0/min N/A 0 $1.67/min

Having experience of Financial planning, MIS, Budgeting, Commercial Control, implementation of internal control systems, Direct and Indirect Taxation.

john doe

san francisco

$120.0/min N/A 0 $2/min

I help online businesses

Kevin Mahoney, CFP®

Washington, DC

$500.0/min N/A 0 $8.33/min

Virtual meetings at night. Project-driven engagements. Emphasis on student loans & housing. As the founder & CEO of Illumint, Kevin Mahoney, CFP®, created a financial planning company that specifically serves one generation -- Millennials. Kevin specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to repay student loans, buy a house, and invest our savings. Kevin, who is married with two young kids, holds virtual meetings (via video chat) at off-hours so that these conversations can wait until after work deadlines, date nights, and bath time. You can view some of Kevin's work and thoughts in media outlets such as CNBC, The Huffington Post, Lifehacker, Yahoo, and MarketWatch.

Traci Springs

Greensburg PA

$120.0/min N/A 0 $2/min

I'm not suppose to be successful. I'm not even suppose to be alive. And I'm definitely not suppose to be happy living out all of my dreams but I am!

Andrew Ford

Sydney, Australia

$60.0/min N/A 0 $1/min

Experienced Corporate Finance Analyst with a demonstrated history of working closely with C-Suite executives. Ground up experience in the infrastructure, property, resources and mineral processing industries.

Robert Anderson

seattle, wa

$350.0/min N/A 0 $5.83/min

Co-founder of medical services programs, funding, finance, insurance, Executive production, Sales channels and market creation, I'm here to assist in making that dream happen

Scott Carpenter

Tampa, FL

$100.0/min N/A 0 $1.67/min

I spent the initial 20 of my professional years as a physical therapist. My passion for assisting others in improving their future outlooks was what fueled my fire for two decades. In 2017, after returning home from service in support of Operation Enduring Freedom, I discovered new path that utilized the same passion-the financial industry. I earned the designation of Retirement Income Certified Planner (RICP®) in 2021. Originally from Boston, MA, and a graduate of Boston University, I spent 12 years in Las Vegas before moving to Tampa in 2014, where I live with his fiancée, Tracey, and Mookie, my dog named for Mookie Betts. Emily, my daughter, is entering her senior year in high school. In my free time, I enjoy Red Sox baseball, off-roading in my Jeep, and craft beers.

IQ Sam

Richmond Hill

$200.0/min N/A 0 $3.33/min

Trader, Investor and Financial Consultant. I provide Education on Trading, Investment and Financial planning related Questions. I don't provide any recommendation on a buy or sell on Financial assets. However i will help you take your Financial Goals to the next level

Roger Wohlner

Chicago, IL

$150.0/min N/A 0 $2.5/min

This financial expert can help you get on track towards retirement and your other financial goals. Need help making the financial transition from work to retirement? This financial veteran is well-versed in all aspects of personal and small business finance. Let's talk.

Jeffrey S Leonard

Columbus, OH

$150.0/min N/A 0 $2.5/min

I spent years of my life in Operations, Retail, and Finance for companies ranging from 20 employees up to companies with over 3000 employees. I understand what you need.

Svetlana Parleva

Härkingen, Switzerland

$100.0/min N/A 0 $1.67/min

Started multiple companies in both West and East European countries. Advise migrants' Startups and small businesses, in DACH and Balkan countries.

Dennis Moody

Merrick, NY

$60.0/min N/A 0 $1/min

Senior Controller • Financial Leader • Financial Consultant • Financial Statements Cash Projections • Month-End Close • Portfolio Accounting • Financial Planning & Analysis Reduced Process Time • Decreased Costs • Enhanced Efficiency • Increased Accuracy Streamlined Reporting • Conducted Due Diligence • Identified Savings • Re-Negotiated Contracts

Gustavo Martucci

Michigan, USA

$200.0/min N/A 0 $3.33/min

Founder @ Fluxo. Former Chief of Growth at Tespo, VP of Product at Career Now Brands. Finance & Tech geek.

Howard Whiteson

Shanghai, China

$175.0/min N/A 0 $2.92/min

Founder Wealth Without Borders, strategic expert for expat investors, passionate about improving financial literacy

Timo Juritsch

Hong Kong

$250.0/min N/A 0 $4.17/min

Highly people focused individual, embracing great complexity and revealing hidden opportunities | Founding team MaaS Startup ('17) | Logistics representative, MM-$ Contracts ('15) | SCM ('14) | Business extension China ('13) | Passionate about getting to the bottom of things, pinpoint value drains and opportunity.

Leon Degtar

Philadelphia, PA

$120.0/min N/A 0 $2/min

COO @ whowhatwhy.org. Founder APPtitude Digital. SVP, Operations, Tonic Design Co (Acquired 2018). Non-profit advisor and board member. CPA with strategic and operational mindset

Hanel Topada

Jakarta, Indonesia

$100.0/min N/A 0 $1.67/min

Expert in Indonesia capital market industry. Chartered Financial Analyst (CFA) charter-holder with 7+ years working experience across sell side/buy side/investor relations.

Yasir Kamal

New York. NY

$100.0/min N/A 0 $1.67/min

Founder of KAM Pathfinder Group. Executive Producer on multiple films. 4+ years career experience in Financial Services and Digital Marketing. Investor, entrepreneur, financial planning enthusiast and life motivator.

Alex Babayev

Atlanta,GA

$150.0/min N/A 0 $2.5/min

Founder / President / Active Real Estate Investor Financial Freedom by age 30 Via Rental Properties Our firm specializes in value add renovations and stabilization of distressed assets. Over 10 Million Dollars in Real Estate Transactions Completed Over 50 Flips completed all for a profit Rental Property Cash Flow and Passive Income Specialist Creative Finance Deal Structure Ninja Residential Multi Family Investing & Developing

Renat A

Cambridge, UK

$250.0/min N/A 0 $4.17/min

FinTech product expert - orchestrated innovation for 6 banks and tested thousands of ideas internationally. Non-Executive Director in 4 boards. Mentor and business adviser in 5 business schools and 2 accelerators, including Startupbootcamp Amsterdam, Swiss Kickstart, British Schools of Social Enterprises.

Ibtissam Ezzeddine

Houston, Texas

$100.0/min N/A 0 $1.67/min

Founder of Maraya&Co. Worked with startups for the past five years. Part of the founding team of an eCommerce startup in Cairo, Egypt. Eight years of management consulting experience. Worked for 3 years at Booz&Co. (currently part of the PwC network).

Abhiram Singamsetti

Washington, DC

$100.0/min N/A 0 $1.67/min

Abhiram is the founder of StartupWize. StartupWize, startup advisory and consulting firm, is here to level the field for startups. We help startups with investor-ready business plans, winning pitch decks, and meticulous financial models. Come to us with a great idea, we will give support with building the idea step-by-step, with business, tax, law, and strategic consulting services. Our team has experience in working with VC firms, building startups that took successful exits, and creating business plans that succeeded in raising funds. Abhiram is a global-minded strategist with a strong background in developing business plans for startups. He has proven communications abilities and leadership skills at consulting for organizations small and large. Abhi has experience at crisis management and growth hacking a number of startups, wearing multiple hats. He is a Design Thinking expert comfortable researching and validating business models, and identifying product-market fit. He is highly entrepreneurial, dedicated, data-driven, and organized - comfortable with highly visible roles. Holding a Lean Six Sigma Green Belt, he is committed to maximizing value creation and optimizing operational efficiency. With professional experience in fundraising for startups, his expertise includes developing business plans, pitch decks, financial models, and strategic partnerships in industries such as healthcare, analytics, AR, VR, education, and technology. He loves to talk about William and Mary, startups, or food.

Troy Trewin

Hobart, Australia

$150.0/min N/A 0 $2.5/min

Founder, Grow A Small Business. Owned 15+ businesses in tech, ecommerce, distilling, brewing, education, accommodation and F&B. Passionate about small business strategy, management, marketing and financial modelling. Weekly podcast with 550+ episodes, in the top 1.5% (50,000) of all 3m podcasts.

Martin Georgiev

Bulgaria

$175.0/min N/A 0 $2.92/min

Managing Partner at Mast Capital - CEE region based financial advisory firm. Entrepreneur, investment and corporate finance expert, data analyst and start-up experienced consultant.

G Chkhartishvili

London

$1000.0/min N/A 0 $16.67/min

Investment Manager with more than 8 Years experience. Currently managing a portfolio of $30+ Mil. with diversified investments in different sectors.

Scott Orenstein

New York

$200.0/min N/A 0 $3.33/min

Great Oaks Venture Capital - VC firm that brings together highly successful executives to identify and build early seed-stage start-ups. Senior Retail Advisor - Hired to, and successfully advise and mentor early seed-stage e-commerce fashion start-ups.  Successfully strengthened 10 specific investments by obtaining $40M + of additional funding by quickly identifying specific business trends now and allowing the companies to maximize current and future growth potential.  Reduced business risk, ensured true cost efficiencies and improved accuracy of forecasting by +18% by implementing specific product operational processes that identified clear milestones to ensure initial objectives were on schedule.  Mentored 10 CEO's on how to establish a sustainable business by developing best practices methodology. Directed specific Brenda & Eddie - Rock Our T-Shirts - Founder Specially curated collection of the best, authentic, rare, premium quality and officially licensed t-shirts and hoodies primarily sold on-line.  Self-funded and utilized my prior experiences to successfully achieve through various marketing campaigns a buyout of the company two years after opening the business. The original strategy of purchasing and developing product in the UK was a huge win.  Sales and profits exceeded original forecast by 30% higher through higher OTD’s and marketing initiatives that maximized ROI.  Developed and executed limited edition licensed vintage two-sided tour shirts called, “Tours That Rocked The World” which included exclusive licenses with The Beatles, Rolling Stones, Pink Floyd, Bob Dylan, Iron Maiden, Queen and The Cure. PVH Corporation – GH Bass - GH Bass was a division of PVH Corporation until 2012 where at that time it was sold. It was founded in 1876 and is still today one of the best iconic brands in the footwear industry. President - Achieved results by recreating a clear and defined brand vision for all footwear, apparel and accessories sold through the 208 retail outlet stores, e-commerce and various wholesale account domestically and internationally.  Restored historic levels of profitability by achieving 7 consecutive years of 4 to 7% comp increases compared to prior past years of decreasing of on average 5%.  Generated additional $30M in sales by developing new outdoor lifestyle category called Bass Earth in Footwear, Apparel and Accessories for Men and Women. Goal was to maximize the business that Timberland gave away. Bass Earth represented a clear value opportunity for the consumer by offering better product at 10 - 12% lower retail prices and still achieving profitability.  Led unprecedented financial turn-around in PVH history by delivering a $12M financial change over a 5 year period. The division went from losing $2M to delivering a $10M profit.

Clint Donaldson

Austin, TX

$400.0/min N/A 0 $6.67/min

Results-focused executive who has helped build companies from start-up to generating hundreds of millions in revenue and dominating their industry. Built and implemented processes from the ground up to support triple digit revenue growth while adding millions to the bottom line.

Ryan Darden

Austin, TX

$150.0/min N/A 0 $2.5/min

Finance Director with broad-based experience in client, project and production finance, forecasting, and budget administration. Accomplished professional who has earned a reputation for consistently reducing risk, improving productivity, and enhancing both quality and overall financial performance. Previously with Stink Studios, Heartbeat Ideas, and Now What.

Chantel Tavares

Orlando, FL

$200.0/min N/A 0 $3.33/min

Founder of Tavares Consulting, multi-passionate entrepreneur, Money Coach, Accountant

Surendra Sharma

Tokyo

$400.0/min N/A 0 $6.67/min

An experienced (20+ years) software industry expert in variety of Product development, consulting and sales roles.Specialized in ERP, Supply Chain, Logistics, Financials, Regulatory Reporting and Corporate Performance Management.

Elizabeth C Arnason

Durham, NC

$60.0/min N/A 0 $1/min

Energy and Finance expert. Experience at top wall street firms (Goldman Sachs & Morgan Stanley) and 2+ years consulting experience in technology project development and implementation. Currently a third year MBA and Masters of Environment Management candidate at Duke University.

Manish Mansingani

India

$120.0/min N/A 0 $2/min

Qualified Financial Services professional with 13+ years of International experience.. Mentor & an Advisor to Financial Consultants, Wealth Managers & Clients looking for advice on Financial Planning

Kevin Kaszubowski

Milwaukee, WI

$100.0/min N/A 0 $1.67/min

CPA, CGMA; Owner of Bluebird Accounting Services, LLC and controller of a manufacturing company. Enjoy helping small businesses solve their financial problems so they can get back to what they love doing...running their business!

Robert Candler

New York, NY

$100.0/min N/A 0 $1.67/min

Lead digital for an asset management firm, product manager for web and mobile app

Romulo Correa de Oliveira

Parana, Brazil

$60.0/min N/A 0 $1/min

Specialist in Strategic Management with education and work experience in countries in America, Asia and Europe. Founder and consultancy director of React Gestão Estratégica, a firm focused on Strategic Planning, Corporate Finance and Business Valuation located in Brazil.

LeAnn Harris

San Francisco

$100.0/min N/A 0 $1.67/min

COO of Private Investment Fund; Operations at Big 4; Organizational Design and Efficiency enthusiast

NATHAN MONTGOMERY

NEWPORT BEACH, CALIFORNIA

$100.0/min N/A 0 $1.67/min

I HAVE BEEN A TAX ACCOUNTANT, REAL ESTATE AGENT AND INSURANCE AGENT FOR OVER 15 YEARS. I HAVE OWNED A NUMBER OF SUCCESSFUL BUSINESSES INCLUDING A PAYROLL SERVICE, FOOD IMPORT BUSINESS, AND A CONFECTIONERY MANUFACTURING BUSINESS WITH SALES OVER 8 MILLION A YEAR. I AM NOW A CFO IN THE CALIFORNIA CANNABIS BUSINESS

Kerione Bryan

Kingston, Jamaica

$60.0/min N/A 0 $1/min

Poet and author of Beautiful Thoughts: Poems Entrepreneur in Digital Marketing Graduate with BBA & MIR Private Tutor for academic writing

Bob Livingston

Waco, Texas

$250.0/min N/A 0 $4.17/min

Founder of 4 start-ups combined with expertise gained from positions of increasing responsibility at start-up, entrepreneurial, mid- market and Fortune 500 companies.

Jennifer Siering

Lisbon, Portugal

$100.0/min N/A 0 $1.67/min

Dynamic and dedicated professional with a proven track record of strategy/management consulting and expertise in strategic growth planning and operational excellence. Demonstrated capabilities in building long-term partnerships, formulating go-to-market plans, identifying opportunities to improve company value and influencing senior leadership decision-making by providing timely insights. Extensive experience coordinating with CEO, Co-Founders, Department Heads, and shareholders on impactful, strategic projects supporting company growth and change agendas. A collaborative, modern approach leader who can execute business transformation programmes and major integrations as well as drive global growth plans. Excellent project management and organisational skills, leading cross-functional teams dispersed across multiple geographies through coaching and training, especially in fast-paced entrepreneurial environments.

David Dick

Edmond, Oklahoma

$100.0/min N/A 0 $1.67/min

Investing, Mutual Funds, Life Insurance, Stocks and Bonds amd 401Ks. Setting individuals up for success and Financial Freedom!

Bailey Gay

Atlanta, Ga

$60.0/min N/A 0 $1/min

Formally educated in Corporate Finance and Wealth Management with a unique interest in Real Estate.

Thomas Johannes Pflüger

Zurich

$60.0/min N/A 0 $1/min

Business Consultant, Optometrist, WBS MBA - English, (alpine) German - Perennially relishing challenges! Throughout life, I owe achievements to cultivating and application of win-win relationships. Traits of intellectual curiosity and creativity paired with emotional intelligence, high resilience and rigour allow me to connect various perspectives to skilfully capitalise on challenges!

Nikhil Goyal

Mumbai, India

$120.0/min N/A 0 $2/min

Founder & CEO Tiger Asset, Ex- Citibank Markets. Expert knowledge on investments, bond market (LCY and FCY), Loan Syndication, Derivatives, Foreign Exchange, External Commercial Borrowing Regulations, Risk Management, Mutual Funds

Carsten Brandt

Frankfurt, Germany

$300.0/min N/A 0 $5/min

Founded, grew and sold the APAC entities of PMsquare and IT Consulting Business. Engaged as Venture Partner, Angel Investor, Executive Consultant and Advisor Startup since.

Lloyd Leanse

Palo Alto, CA

$500.0/min N/A 0 $8.33/min

Chief Operating Officer, Chief Financial Officer, change driver, board member, leader, cloud resident

ANDREW OLIVEIRA

Cambodia

$150.0/min N/A 0 $2.5/min

Hi, My name is Andrew and I'm a problem solver. I have a Bachelor of Science in Computer Science and I have a background in full stack development, product management, and global team management for global financial firms and tech forward startups. Send me your problems and I will help guide you in the direction you need to go; from tactical to strategic. Additionally: -Work closely with managers and end-users to define systems requirements and business goals. -Analyze the effectiveness of computer systems and develop strategies to improve IT productivity. -Assist in the design & development of new computer applications and enhancements to existing apps. -Recommend initiatives to increase the ROI of an organization's information technology expenditures. -Perform cost-benefit analyses for potential computer system upgrades to support purchase decisions. -Create systems models, diagrams and charts to provide direction to system developers & engineers. -Provide orientation and training sessions to end-users for new and modified computer systems. -Assist in the deployment, customization and post-implementation troubleshooting of new systems.