Financial Modeling (Online)
Hi - I'm offering live, online financial modeling sessions. If you are looking to make a major life decision that will have year over year financial consequences, I will model this out for you live so you can see the net impact of your decision. I'll also create 'inputs' so you can change some of your assumptions after our session to see the net impact of your decisions.
We will setup a time to meet online using Zoom. It will be your job to come up with the 'inputs.'
If you want to switch jobs:
1. How much is your current salary? New salary?
2. What are your regular expenses?
3. Do you expect any major expenses (cash flow out) in the next few years?
(Think you get the picture -- you come up with the numbers and I'll build the year-over-year cash flow / net income impact for you.)
I'll also generally provide financial counseling and consultation in the process.
Training & Qualifications
I have an MBA, spent 2+ years working as a financial analyst and mergers / acquisition analyst many years ago, have been doing my own financial modeling and investment analysis for the last 15 years.
Availability & Preferences
I work from home so can be flexible.