j
james_curtis8

James

@james_curtis8

Helping You Understand Your Money, Build a Smarter Financial Future

Nederland
Nederlands, Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
I am a registered financial service provider specializing in personal financial planning, debt management, budgeting, and financial analysis. I help individuals and families understand their financial position, manage debt, optimize expenses, and make informed financial decisions. My approach is practical, objective, and tailored to each client’s unique circumstances. Whether you need a household financial review, debt repayment strategy, budget plan, or ongoing financial consultation, I provide clear recommendations and actionable solutions without unnecessary jargon. ... Lees meer

Skills

j
james_curtis8
James
offline • 
Gemiddelde reactietijd: 1 uur

Bekijk mijn diensten

Belasting planning
I will provide personal financial planning, debt management and financial advice
VanafUS$ 50 / projectMeer informatie
Begroting en prognoses
I will create a financial model, cash flow forecast and saas business plan
VanafUS$ 60 / projectMeer informatie

Werkervaring

ABN_AMRO

Registered Financial Advisor (Financieel Adviseur)

ABN AMRO • Freelance

May 2017 - Present • 9 yrs 4 mos

Advise individuals and families on tailored financial planning, budgeting, debt management, and long-term financial strategies aligned with their personal objectives and circumstances. Develop and present clear, practical financial recommendations by analyzing income, expenses, liabilities, cash flow, and broader financial commitments.