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James
@james_curtis8
Helping You Understand Your Money, Build a Smarter Financial Future
Pays-Bas
Néerlandais, Anglais
À propos de moi
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.
Compétences
James
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Planification fiscale
I will provide personal financial planning, debt management and financial advice
Budget et prévisions
I will create a financial model, cash flow forecast and saas business plan
Expérience professionnelle
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.
