Financial Planning Consulting Needed

I’m looking for an experienced consultant who can guide me through a structured financial-planning process. My primary goal is to understand where I stand today, map realistic targets, and receive clear, actionable steps to reach them. While my focus is on overall financial planning, I’m open to exploring investment advice, budgeting and saving, or tax planning if those areas prove relevant once we dive in.

Here’s what I’d like from you:
• An initial discovery call to clarify objectives, time-frames, and any data you’ll need from me.
• A concise financial roadmap that outlines short- and long-term milestones, cash-flow projections, and risk considerations, presented in an easy-to-follow format (Excel or Google Sheets is fine).
• Practical recommendations I can implement immediately, along with suggested checkpoints to measure progress.
• One follow-up session to walk through the plan, answer questions, and define next steps.

Acceptance criteria
– Roadmap addresses each agreed-upon goal, includes supporting calculations or models, and highlights assumptions.
– All numbers are clearly explained so I can update them myself later.
– Deliverables are submitted on time and in an editable file format.

If you have a solid track record in financial planning and can communicate complex topics simply, I’d love to hear how you would approach this and the timeline you suggest.