Financial statement analysis report jobs
Hi, we have a project for our course decison analysis. The report is about evaluates three carbon capture technologies—Post-Combustion, Pre-Combustion, and Direct Air Capture—to identify the best fit for specific industrial scenarios. We’ll analyze factors like cost, efficiency, and compatibility with existing systems through a decision tree. The goal is to guide stakeholders in choosing the most effective technology for reducing emissions in their operations. 1. Literature Review: Summarize relevant research and findings on carbon capture technologies. 2. Technology Briefs: Provide a brief overview of each technology, including key features and operational principles. 3. Influence Diagram: Create a diagram that shows how different factors related to carb...
Hi, we have a project for our course decison analysis. The report is about evaluates three carbon capture technologies—Post-Combustion, Pre-Combustion, and Direct Air Capture—to identify the best fit for specific industrial scenarios. We’ll analyze factors like cost, efficiency, and compatibility with existing systems through a decision tree. The goal is to guide stakeholders in choosing the most effective technology for reducing emissions in their operations. 1. Literature Review: Summarize relevant research and findings on carbon capture technologies. 2. Technology Briefs: Provide a brief overview of each technology, including key features and operational principles. 3. Influence Diagram: Create a diagram that shows how different factors related to carb...
I'm in need of a reliable and experienced web developer to ...reliable and experienced web developer to create a robust property management site for my company. The website will primarily serve as a platform for managing owner buildings, so applicants with a background in real estate. It should have certain key features including: - Tenant Screening, Rent Collection, Property Maintenance and Repairs, Financial Reporting, Lease Enforcement, Emergency Response, Legal Compliance, Tenant Relations, Vacancy Management, Financial Management, Legal Support, Technology Solutions & Asset Management. Freelancers with a solid understanding of these elements, and a track-record of delivering effective solutions, are highly encouraged to bid. Your expertise will be critical ...
I'm seeking a seasoned professional to aid me in launching my new fashion product. Key Details: - **Product Industry:** Fashion - **Target Audie...identify trends, target audience's preferences and competitors - Develop an effective marketing strategy to reach parents effectively - Suggest and implement creative approaches to launch the product Key Skills and Experience: - Proven track record in product launch, specifically in the fashion industry - Familiarity with the nuances of marketing to parents - Strong market research and competitor analysis skills I'm looking for someone who can bring fresh perspectives and innovative ideas to the table. If you believe you have the right experience and skills for this role, I'd love to hear from you. Initially, woul...
...can effectively update and polish my resume, providing a clear, concise format and injecting relevant keywords. Ideal skills for this job: - Experience in resume writing, particularly for the technology industry. - Expertise in creating clear, concise content. - Good understanding of keyword use to optimize resume visibility. The project involves: - Crafting an engaging objective or summary statement. - Highlighting my work experience with focus on relevancy to the technology sector. - Clearly detailing my educational background and certifications. - Showcasing my skills aligned with the jobs I am targeting. With your help, my updated resume should stand out among other applicants and accurately present me to potential employers in the technology industry. **** I need someo...
...management. Your role will primarily involve: - Overseeing the entire process of event planning, execution, and post-event analysis. - Developing sponsorships, partnerships, and planning for the speakers. - Managing logistics, from participant management to event day operations Content Marketing: Social Media Expansion: Partnerships and Collaborations: Community Building: Referral Programs: Email Segmentation and Personalization: User-Generated Content: Remarketing: Online Forums and Q&A Sites: Community Engagement: Webinars and Workshops: Optimize Email Marketing: Influencer Marketing: Customer Retention Strategies: Analytics and Data Analysis: Please, the ideal candidate should have proven experience in similar roles and superior organis...
...like an Excel Sheet, utilizing something like Excel SmartSheets or Google Sheets with Looker Studio. 3) Add Charts to what is already there, all data is available in the worksheets 4) Subscription (Paid) Versions may need to be modified – Either set for 0, 1, 30, 365 days, or number of times the application can be run. 5) When the customer 1st runs the Evaluator, it provides them with 1 (ONE) report for free. If they want more advanced “subscription” reports, they pay for them. 6) Keep track of the customer information (name, email, other 8 inputs), number of times they run the application, and subscription by date or number of times they can use the advanced “subscription” reports. 7) When the customer accesses the paid “subscription”...
I'm urgently looking for a web s...various medical service provider websites. Key Requirements: - Extract doctor names, contact information, medical service details, and additional data such as phone numbers, specialties, and participating plans. - The information should be pulled from three specific websites - Website 1, Website 2, and Website 3. Your deliverable: - The scraped data should be compiled into a CSV format for easy analysis and integration into our system. Ideal Skills: - Proficient in web scraping and data extraction - Advanced knowledge in handling and exporting data formats like CSV - Experience in scraping medical websites or similar domains would be a plus. Please bid only if you can start immediately and provide a quick turnaround on this urgent proj...
Confirmis ( ) is a Singapore-based business information provider specializing in connecting businesses with global capabilities; comprised of industry veterans, Confirmis business model is designed to overcome perennial lack of data (let alone quality data) to support effective decision making, particularly in ...building, etc • Job will only take less than one hour to accomplish (excluding travel time) REQUIREMENTS: • Must be living in (or nearby) Jianguo Rd., Xindian Dist., New Taipei City • Has a camera or phone/tablet of quality with a camera, internet access • Available between business hours to visit Note: Payment will be released the following week after the site visit to give us time to organize the report and contact you if we need additional clarifica...
I am in need of a detailed business plan that will effectively lay out the foundation of my appliance repair and used appliance sales business. Key Points: - Geographical Focus: The business will be solely focused on the local area, so the plan should be tailored to ...presence through a storefront. The ideal candidate for this project should have experience in creating comprehensive business plans for similar ventures. They should also have a good understanding of the appliance repair and sales industry. A successful candidate would have the following qualifications: - Proven experience in crafting business plans - Knowledge of the local area, to help with market analysis and competition research - Understanding of appliance repair and sales industry - Strong analytical and writ...
NOTE: AUTO GENERATED APPLICATIONS WILL BE DELETED! Looking for someone well experienced in pitch decks to help us create a sponsorship proposal. I am searching for someone that can help me create a...help me create a Sponsorship Pitch Deck for an event that I have in New York City. We are targeting sponsorships from: -Liquor brands -Restaurant (food) Chains and Local Restaurants -Speaker companies The event is an outdoor party. The crowd is made up of around 100-150 young black professionals, socialites, influencers, & content creators. All are between 25-40 years old. If we can secure financial sponsorships that is great. If not, then in-kind sponsorships/product donations are okay. You must understand what brands want to see & what information to highlight to peak...
...specialist to help me create a comprehensive Transportation Management System (TMS) for my Freight Brokerage business. The TMS should have the following functionalities: - Load Management: Ability to manage and track the transportation of goods effectively. - Carrier Management: A system to efficiently manage carriers and streamline the process of assigning them to loads. - Financial Management: An integrated financial module to track costs and profits associated with shipments and carriers. User-Friendly Interface: I am looking for a system that is user-friendly and easy to navigate. This is particularly important for my team to quickly adapt and use the system effectively. Real-Time Shipment Tracking: Having the ability to provide real-time tracking for shipme...
English & Arabic Language Support. Flexibility of Booking Appointment. Appointment Reminder Through WhatsApp. Billing / Transaction. Packages , Voucher. Pre-Paid, Gift Cards. Products , Services. Email Notifications & Invoice through Email. Staff Account & Profile. Customer Profiles & History Staff Management, Commissions. Salary Settings. Daily Sales Report. Vat module Expense Management. Mobile Application. All Kinds of Reports. If you're ready to show demo with above features please bid
I'm looking for a skilled thesis writer who can assist me with a 50-100 page academic project. The project requires: - Extensive research and data analysis - A thorough literature review and a solid theoretical framework - The actual writing of the thesis, as well as editing and polishing The ideal freelancer for this job would have a background or extensive experience in academic writing, especially in the Social Sciences or Humanities. A solid grasp of research methodologies and data analysis is crucial. I'm looking for someone who can not only assist me with the mechanics of writing, but also contribute to the intellectual content and structure of the thesis. This means being able to critically engage with complex ideas and arguments, and to help me shape and...
I'm looking for a skilled Excel expert to work on my financial data. The task involves clearing the data and conducting a thorough analysis specifically focused on profitability. Key responsibilities: - Clearing the provided financial data - Analyzing the data based on the profitability metrics Ideal skills and qualifications: - Proficiency in MS Excel, especially in data analysis - Strong understanding of financial metrics, particularly profitability - Attention to detail and ability to ensure data accuracy - Ability to present findings in a clear, concise manner - Previous experience working with financial data is a plus Please note that the data requires thorough analysis. Clarity and precision are crucial as the analysis ...
Google Play Store Reviews and Sentiment Analysis Website- The website offers a user-friendly interface and provide sentiment analysis of reviews from the Google Play Store. 1. User Module a. User Registration Module To get started, users need to register themselves by providing the following details: Username, Password, Email b. User Login Module- Users can log in to their account by providing their email and password. c. Review Submission Module - Users can submit reviews for apps on the Google Play Store. To submit a review, users need to provide: App Name, Review Description, Rating (1-5) d. View Sentiment Analysis Results Module - After submitting a review, users can view the sentiment analysis results and analysis results will provide insights int...
I have a set of Excel sheets that need to be transformed into a powerful data analysis tool. The primary purpose of this tool is to provide detailed data analysis in the form of summary reports. Key requirements: - Data analysis: The tool needs to be proficient in data analysis. It should be able to handle the data provided and present it in a clear and concise manner. - Summary reports: The data analysis results should be presented in summary reports. These reports need to be visually appealing and easily digestible for a non-technical audience. - Automated chart updates: When new data is added to the tool, the charts should be automatically updated to reflect these new changes. This automation is crucial to ensure the tool remains accurate and up-to-d...
Confirmis ( ) is a Singapore-based business information provider specializing in connecting businesses with global capabilities; comprised of industry veterans, Confirmis business model is designed to overcome perennial lack of data (let alone quality data) to support effective decision-making, particularly in de...Provide observation about the address such as the location, the building, etc • Job will only take less than one hour to accomplish (excluding travel time) REQUIREMENTS: • Must be living in (or nearby) Pangasinan, Philippines • Has a camera or phone/tablet of quality with a camera, internet access Note: Payment will be released the following week after the site visit to give us time to organize the report and contact you if we need additional clarificatio...
I am in need of a professional who can assist me with daily updating of sale purchase data in both Excel and SAP. The ideal candidate should be proficient with these programs, especially in handling data updates efficiently on a daily basis. Key Responsibilities: - Daily update of sale purchase data in Excel and SAP - Ensuring data integrity across p...data in both Excel and SAP. The ideal candidate should be proficient with these programs, especially in handling data updates efficiently on a daily basis. Key Responsibilities: - Daily update of sale purchase data in Excel and SAP - Ensuring data integrity across platforms Ideal Skills and Experience: - Proficiency in Excel and SAP - Experience with handling daily data updates - Knowledge of Financial Accounting (FI) module in SAP...
I require a seasoned Python expert with specific skills in data analysis and scripting and automation. The key tasks will involve working with numerical data to accomplish two prime goals - data visualization and processing/transformation. Direct experience in the following areas is crucial: - Strong Data Analysis: Ability to dissect and interpret complex numerical datasets - Skilled in Scripting and Automation: Can systematically automate data processing and transformation tasks - Proficient in Data Visualization: Capable of creating intuitive visualizations to contextualize processed data Assured understanding of numerical data handling is a prerequisite. If the above resonates with your skills set, feel free to place your bid.
**Your Bidding Amount is Final. No change allowed later**##Please read the attached file for details## I have an ...and email verification system better. Further, I want to dedicate one user as Admin. Admin gets all features like common users. Only difference is Admin can see user details like their username, email ID and registration date and can export it. No seperate Admin panel needed. See the site: This is very easy Project. Just making Form fields and report generating. Lowest bidder will win this project. You don't need to develop any new website or web design. Just a basic look will do. I need to deploy it in the Linux server. You need to give me the full copyright of the software and source code. Also help me to deploy it in server.
I'm looking for a skilled CodeIgniter developer to help me enhance my current project by integrating a detailed transaction history feature. This new feat...Your main task will be to create a detailed transaction history for the stock. This will include information such as the date, price, and quantity of past transactions. - Users should be able to interact with the stock history by generating reports. This means you should have experience in creating user-friendly report generation systems. Ideal skills and experience: - Proficient in CodeIgniter - Experience in developing detailed transaction history systems - Familiarity with report generation in web applications - Strong attention to detail If you have the required skills and experience, I'd love to hear your...
...looking for a skilled freelancer to assist with a project on air pollution modelling using RStudio. The primary tasks for this project include: - Data Collection & Analysis: I need help in collecting relevant data on air pollution and subsequently analyzing it. - Result Visualization & Interpretation: After the data analysis, I require support in visualizing the results and interpreting them. The data that will be provided to you for this task will be in CSV format. Therefore, you should be well-versed in handling and analyzing data in this format. The ideal candidate for this task should have a strong background in data analysis, particularly in the context of environmental science or air pollution. Proficiency in RStudio is a must, as this is the prim...
I have a database with 200,000 SKU's from retail sales, unfortunately lacking category, subcategory, and brand details. I'm seeking a skilled professional who can assist in mapping these details effectively. Key Deliverables: - Utilize a data matching alg...Utilize a data matching algorithm to automatically map the SKU's with high accuracy (90-95%). - Present the final output in an Excel spreadsheet. Ideal Skills: - Proven experience in data matching and SKU mapping. - Proficiency in using data matching algorithms. - Experience with handling large datasets. Accuracy is paramount for this project, as the mapped details will be used for further data analysis and decision-making in our retail operations. A high level of precision will be crucial in ensuring the effec...
I'm in need of a professional who can help with qualitative analysis of interviews conducted with subject matter experts. Key tasks include: - Conduct thematic analysis - Conducting a thorough qualitative analysis of the interviews - Identifying trends and patterns in the feedback - Gaining insights based on the experts' opinions Skills and Experience: - Proven experience in conducting qualitative analysis - Familiarity with interpreting feedback from industry professionals and subject matter experts - Strong analytical skills to identify codes and themes
...web developer to create a video analysis website tailored towards use by educational institutions. Key Features: - I require the video analysis functionality to operate on a frame-by-frame basis. This is a crucial aspect of the website that will need to be developed. Primary Audience: - The primary users of this website will be educational institutions. It is essential that the website is designed to meet the needs of this audience in particular. Ideal Skills and Experience: - Proficiency in both Strapi and React is essential. I am expecting high standards of UI/UX design, and a smooth, user-friendly experience. - Experience in developing video analysis tools, ideally with frame-by-frame analysis capability, would be highly advantageous. Video Game Ana...
...aspects of this project include: - **Main Feature:** The most crucial aspect of this accounting web application is its financial reporting capabilities. The financial data will be taken from Excel and XML. There will be financial reports (P&L, Balance Sheet, Cash Flow) and graphs to show the financial status. - **Technology Stack:** I require the project to be developed using Python/Java as the primary programming language. - **Database:** The application should be built using MongoDB for its databases. Ideal candidates should have: - Proficiency in Python/Java and MongoDB. - Experience in developing accounting or financial applications that include graphs for financial reports. - A solid understanding of front-end technologies for a ful...
I'm looking for a Swedish native to undertake a comprehensive consumer research. The research mainly targets adults and aims at collecting insightful data on their shopping habits. Ideal Skills and Experience: - Proven experience in consumer research - Fluent in Swedish - Strong analytical abil...at collecting insightful data on their shopping habits. Ideal Skills and Experience: - Proven experience in consumer research - Fluent in Swedish - Strong analytical ability - Excellent communication skills Roles: - Design and implement a robust consumer research plan - Collect, analyse and document consumer shopping habits - Provide perspectives on the data collected - Prepare a detailed report of the findings. Looking forward to your bids and your expertise in making this pro...
...project has three core requirements which are: - Lighting Simulation: The room should have a mixed lighting set-up to allow me to see how both natural and artificial lights interact in the space. - Energy Analysis: I'm looking to understand the energy efficiency of the lighting set-up and need to have an in-depth analysis report. - Interior Visualization: I also need a realistic interior design visualization of the room. The room to be designed is of medium size, between 100 - 500 sq ft. Skills needed: - Proficient in Dialux Evo software - Expert in lighting simulation and energy analysis - Ability to create realistic interior visualizations - Strong communication skills with the ability to explain complex concepts clearly This project is ideal for...
It seems people do not read the requirements and conditions and once I start the trial, people are failing to perform. Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great wri...
I am seeking an Excel expert with strong data analytics skills to create an Excel sheet primarily for data analysis. The main function of the Excel sheet will be to conduct descriptive analysis. Ultimately, this analysis will assist me to forecast sales trends. Key Requirements: - Expertise in Excel and data analytics - Knowledge in sales forecasting - Experience developing descriptive analytic platforms - Familiarity with project management and financial tracking is a plus I expect the final document to provide me with detailed insights to make informed decisions about future sales strategies. If you possess the necessary skills and experience, I look forward to receiving your bid.
I have references and I only write the literature review about Sentmaient analysis
I'm in need of a skilled developer who can help me with my entire software lifecycle. The project will involve implementing SonarQube analysis, setting up a Dastardly pipeline, running vulnerability tests with Snyk, and integrating Slack notifications for progress updates. Key Responsibilities: - Configure SonarQube analysis: You'll be responsible for setting up and configuring the SonarQube analysis tool to ensure that our code quality meets our standards. - Develop the Dastardly pipeline: Your role will involve creating a robust, automated pipeline to streamline our software development process. - Run Snyk vulnerability tests: You'll be expected to run Snyk vulnerability tests to identify and mitigate potential security risks in the codebase. - Integr...
I'm in need of an Android application that will allow us to fill in PDF reports. In addition to this, the application should be integrated with Microsoft OneDrive so that the reports are automatically synced to a specific folder for viewing. Here is what I'm looking for: - PDF Report Fill-in: The application should allow us to easily fill in PDF reports directly on our Android devices. - Photo Capture: We would like the capability of taking photos within the app that can be attached to the PDF reports. - OneDrive Integration: The app should be able to upload completed PDFs and any attached photos to a designated folder on OneDrive. - Design: I'm open to suggestions on the design and layout of the app, but a clean, user-friendly interface is essential. Ideal skills ...
I'm looking for a concise analysis of a company with a focus on assessing its strengths and weaknesses. This report should include: - A brief history of the company - Analysis of the overall business strategy - Identification of the company's strengths and weaknesses The primary goal of this research report is to provide me with a clear picture of the company's current position in the market and potential difficulties theyre facing and how to combat it. Ideal Skills: - Research and analysis capabilities - Strong understanding of business and finance - Excellent written communication skills - Ability to present information in a clear, concise manner - Experience in crafting research reports, specifically company analysis Prior e...
...the development of organizational strategies Provide targeted insights and recommendations for specific projects based on the analysis of international events Qualifications: Bachelor's or Master's degree in International Relations, International Development, or related fields Military experience is preferred Work experience in public sector Strong analytical and critical thinking skills, providing feasible recommendations Excellent written and verbal communication skills, with the ability to articulate complex international issues clearly and concisely Additional Information: Part-time: No work hours commitment, the only commitment is to complete the report on time according to the requirements Remote: Work at home, accept applications from all over the ...
I'm in need of an original Scheme language interpreter tailored specifically for Windows. This tool is to be primarily used for educational purposes, hence it should be user-friendly and efficient. A command line interface is sufficient for this tool. Must be written using python. Please include small simple technical report and simple design schematic. Ideal Skills: - Proficiency in Scheme language - Experience in developing Windows applications - Understanding of educational software design
Preparing the Financial Statement for 2023
For this project, I need a proficient python developer with expertise in AI ...human-computer interactions. I aim to implement AI probing into cyber-physical systems with a focus on human error analysis. Key Responsibilities: - Design and develop algorithms using Artificial Intelligence for cyber-physical systems. - The AI project will be implemented on a desktop computer. - The primary task is to conduct a comprehensive human error analysis, understand user behaviors in different scenarios, and generate actionable feedback. Ideal Skills & Experience: - Strong Python programming skills. - Deep understanding of AI, Machine Learning. - Expertise in Human-Computer interactions. - Experience with cyber-physical systems. - Background in HCI research, particularly human error...
...Dotan, Israel • Has a camera or phone/tablet of quality with a camera, internet access • Must be available during business hours (9 AM - 4 PM) on working days Please see the attached file for the site visit guideline. You are only required to deliver the pictures, video & observations and are not expected to put together a report like the Sample Report. Note: Milestone will be released the following week after the site visit to give us time to organize the report and contact you if we need additional clarification....
Insert a log box ti report errors or exceptions in a Unity APP
I'm urgently seeking a professional to assess the mental health services in a hospital, specifically focusing on ligature points. Key Responsibilities: - Conduct a thorough assessment of the mental health services in the hospital. - Pay special attention to ligature points and identify areas of improvement. - Provide a comprehensive report with recommendations. Ideal Skills and Experience: - Prior experience in assessing mental health facilities. - Knowledge of ligature points and suicide prevention measures. - Ability to work under tight deadlines and produce high-quality, actionable reports. Please only apply if you are available to start immediately and can deliver a high-quality assessment within a short time frame.
I'm looking for a skilled Python programmer to improve the functionality of my code which automates downloading and generating reports from a speci...programmer to improve the functionality of my code which automates downloading and generating reports from a specific website. Key requirements include: - Deep understanding of Python and proficiency in code repair and maintenance. - Experience with highly efficient report generation. The goal is to improve quality of code and reduce the time it takes to generate and download these reports. - The ability to critically analyze existing scripts and identify potential optimizations. The task will be considered successful when our report generation process is noticeably faster and more efficient. Having experience in simil...
I'm seeking a specialist with expertise in detailed financial data entry. You'll be tasked with entering intricate numbers and figures for our financial reports. Skills and Experience Required: - Proficient in Microsoft Excel. - Experience with financial report data entry. - Detail-oriented with ability to handle complex numerical data. Main Tasks: - Inputting detailed financial data into our Excel-based financial reports. - Ensuring accuracy of data. - Completing tasks within given deadlines. Please share relevant previous experience and examples of your work when bidding.
I'm in search of an individual familiar with iris elements to assist with troubleshooting issues concerning logging in with HMRC for VAT. My situation requires: - Mastery in how to operate the iris elements' functionalities for data import, analysis and reporting, and visualization. - An impressive level of experience dealing with issues related to logging in with HMRC for VAT. - A sound understanding and working knowledge of the VAT account features on the HMRC platform. While I do have an existing HMRC account for VAT, I am currently facing difficulties. The project's essence is to resolve this issue, optimally with minimal impact on my VAT returns activities. If you find your skills in alignment with my needs, please freely bid for this task.
...contingent labor and excessive labor costs, primarily for hospitals and clinics. Required Skills & Experience: - Strong background in data analysis - Proficiency in healthcare-specific data insights, particularly pertaining to labor costs - Experience working with hospitals or clinics - Expertise in contingent labor cost analysis Services and Delivery: While I am not currently specific in how advisory services will be delivered, the ability to provide flexible consultation models (e.g., both on-site and remote) is highly desirable. Job Scope: - Establishing the foundation of the company - Providing necessary tools and algorithms for labor cost data analysis. This project requires a deep understanding of healthcare data and the ability to translate that...
I'm...tasks: - Accounts Payable: Tracking and managing all outgoing payments in a clear and organized manner. - Accounts Receivable: Overseeing and monitoring all incoming payments, ensuring timeliness and accuracy. - Bank Reconciliation: Regularly reconciling bank statements with our financial records to ensure accuracy. You don't necessarily need to be an expert in accounting software, but you should be fluent in Excel. This project doesn't involve learning new software, but rather meticulously managing and organizing financial data in Excel. I prefer to receive updates and reports via email, so clear and concise communication skills are a must. Experience in bookkeeping or a related field is highly desirable. Please let me know about your relevant experi...
I need an Excel expert to help me document my financial data in a specific text-based format. Key Requirements: - Organizing and documenting financial data in Excel - Following a specific text-based format provided by me Ideal Skills and Experience: - Proven experience in working with financial data - Proficiency in Excel, including advanced functions for data organization - Excellent attention to detail and ability to follow specific instructions accurately and efficiently.
... • Services -> Financial Planning -> Financial Planning o • Services -> Financial Planning -> Retirement Planning o • Services -> Financial Planning -> Estate Planning o • Services -> Financial Planning -> Multi-Generational Planning o • Services -> Financial Planning -> Charitable Planning o • Services -> Investment Management
