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Join the TribeStart with 50 after offering a service.

Personal Financial Planning Consult

10


10 per session - Virtual OK - Posted Feb 04, 2017

Consult with CPA and Certified Financial Planner. Are you on the right track financially? Are your investments appropriate for the goals you hope to achieve? Do you have sufficient insurance?

In this session I will answer your questions and help put you on the right path to financial independence and hopefully provide you with some peace of mind.

Training & Qualifications


Certified Financial Planner with 30 years of experience managing and consulting on small business and personal financial matters

Availability & Preferences


Nights and weekends

Trading Preference: I’m flexible, just hit me up!

Reviews of Tim


Feb 12, 2017
Tim was very generous with his time! He provided some valuable pointers on how to begin a hobby in financial literacy education. We have to do some wo...rk before we meet again, but I hope that we do!show more
Max left review for Tim
Mar 06, 2017
Sorry for needing to cancel. It was great chatting with you!
Max provided unit of Inspirational quote of the day for Tim
Feb 13, 2017
A pleasure to deal with!
Max provided unit of Make a friend! for Tim
Feb 13, 2017
Thanks Tim!

Recommendations


Join the TribeStart with 50 after offering a service.

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I enjoy sharing my talents and helping others while building community.
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About Tim Haley

Accomplished financial professional, Certified Public Accountant (CPA), Certified Financial Planner (CFP) with success in building and leading organizations. Commited to providing a high level of serv...ice with a passion for helping others.show more

Open to other proposals
Tim Haley is looking for:
  • Experiences
  • Learning
  • Business