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Financial Planner for Family Income/Expense Analysis and Budget Planning
Job Description: We are looking for an experienced financial planner to analyze our family’s income and expenses and provide guidance on equitable contributions to our joint household expenses. Our household currently has separate income streams and clearly divided financial responsibilities. The primary goal is to clarify and balance our individual and joint financial contributions. The secondary goal, once our financial data is organized, is to provide some general future financial planning guidance. Key Tasks: • Detailed analysis of individual incomes and expenses. • Recommendations for fair and balanced contributions into a joint account to cover shared expenses. • Clarification and organization of household and child-related expenses. • General overview of our financial situation for future planning purposes. Deliverables: • Comprehensive financial breakdown of incomes and expenses. • Clear recommendations for contributions to shared household account. • Simple and practical suggestions for future financial planning. Skills and Experience Required: • Proven experience analyzing family or household budgets with separate incomes and expenses. • Strong analytical skills and excellent communication. • Ability to clearly present financial recommendations in an understandable format. Please include relevant experience and your proposed approach to addressing our family’s financial analysis and planning needs.