Personal Finance

User Stats

2
Posts
1
Votes
Noelle Neufeld
  • Houston, TX
1
Votes |
2
Posts

Seeking Input / Referrals - Financial Forecasting and Budgeting

Noelle Neufeld
  • Houston, TX
Posted May 22 2023, 10:49

Hello!

I would like to hire a professional, but I don't know what type of professional to search for. 

I have invested in private real estate and public stock investments, and I am looking for someone to make a comprehensive spreadsheet of our investments and their potential returns to help us track towards retirement. It would be an added bonus if this person could help us with tracking our monthly spending and budgeting as well. 

I don't want this professional to manage my investments, and I do not plan to make any additional large investments in the next 6-12 months, so I think that rules out Financial Advisors, Financial Analysts, and most Bank Advisors.

Does anyone know what type of professional could help? Open to referrals as well!


Thanks in advance!

User Stats

3,206
Posts
2,791
Votes
Ashish Acharya#2 Tax, SDIRAs & Cost Segregation Contributor
  • CPA, CFP®, PFS
  • Florida
2,791
Votes |
3,206
Posts
Ashish Acharya#2 Tax, SDIRAs & Cost Segregation Contributor
  • CPA, CFP®, PFS
  • Florida
Replied May 23 2023, 05:39

You are looking for someone who can be your personal CFO. Most  (non-institutional) financial planners can help you get organized without managing your investments. 

User Stats

2
Posts
1
Votes
Noelle Neufeld
  • Houston, TX
1
Votes |
2
Posts
Noelle Neufeld
  • Houston, TX
Replied May 23 2023, 10:23

Thank you for the response, Ashish!

User Stats

212
Posts
293
Votes
Jeff Nash#1 Personal Finance Contributor
  • Accountant
  • McKinney, TX
293
Votes |
212
Posts
Jeff Nash#1 Personal Finance Contributor
  • Accountant
  • McKinney, TX
Replied May 24 2023, 04:20

As part of my planning process  I provide clients with financial planning software that does what you are describing and then some depending on their situation and needs.