About this project
finance-management / strategic-planning-1
Open
Project overview
Please let me know your expertise and rates / total inclusive costs to be incurred to create a personal wealth management platform command system that will assist me in the management and strategic planning of my multiple businesses, several investment portfolios, real estate commercial / industrial / residential rental properties portfolios and retirement plans, such as 401K, IRAs, Roth ira, hsa, and keogh plans.
Category Finance & Management
Subcategory Strategic planning
What do you need? For an idea or early startup
Is this a project or a position? Project
Required availability As needed
Delivery term: April 30, 2025
Skills needed