If you’re good with money and know how to save effectively, you can start your free online work at home job as a financial planner tomorrow. All it takes is a little know how and organization.
Your first step will be to market your skills. There are many sites where you can post information about the services you offer. You can also put an ad out in the local paper or simply network within a group of people you know. Be sure to specify exactly what you can offer and be very clear about your prices. This will give the impression of professionalism and straight-forwardness.
Once you have a client, you’ll sit down and analyze their financial situation. You’ll want to find out what both their long term and short term goals are. They will need to provide you information about their current salary, current savings plans and any retirement accounts they have. You can then sit down and break their income in several parts. You’ll let the know how much they should be spending on things like rent, utilities and groceries. You’ll also add a certain amount that needs to go towards savings.
A huge part of your job is not just the initial planning but the follow up. Many people might be able to figure out how to budget, but have trouble sticking to it and staying motivated. When they know that they will have to answer to you, their financial planner, they’ll be much more likely to stay on track. Becoming a financial planner is a great way to start a free online work at home job.