Financial Planning (Opportunity Overview)
Financial planning is the process of creating a step-by-step roadmap to achieve specific financial goals. This involves identifying financial objectives, analyzing the current financial situation, and then creating an ideal plan to achieve those goals. Key components of financial planning include setting financial goals, creating a budget, managing debt, tax planning, investment management, and regularly monitoring and adjusting the plan.
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Platforms With Financial Planning Opportunities
Toptal is an exclusive freelance marketplace that connects the top 3% of Freelancers (aka Toptalers) specializing in fields like development, design, finance, project management, and product management, with Business Owners and Clients from around the world.
Moka (previously known as Mylo) is a mobile robo-advisor platform that aims to help Canadians achieve financial freedom by automating their savings and investments. Launched in 2017, the platform claims to have over 500k individual members.
KOHO is an online banking platform that offers fee-free prepaid accounts, reloadable Mastercards, high-yield savings, and other financial tools to help members save money, track their finances, build credit, and more. Founded in 2014, the platform claims to have over 1M members and has received over $250M in venture funding.
Trim is a personal finance platform that helps members save money and manage their finances with tools like automated bill negotiation, expense tracking, budgeting, subscription cancellation, and more. Founded in 2015, the platform claims to have over 3M members who have collectively saved over $86M.
Tip: Find more platforms with Financial Planning opportunities on our platform discovery tool.
