I'm looking for a proficient professional to assist me with the setup and ongoing maintenance of my Simplifi account. The ideal candidate should be adept at troubleshooting issues as they arise.
Initial Setup:
- You'll need to link my bank accounts and set up recurring transactions.
- You'll also need to link to investments, assets and liabilities (mortgage, student loans, car loans)
- You'll also need to help setup the budget spending.
Ongoing Maintenance:
- Regular check-ups to ensure everything runs smoothly.
- Addressing any issues that may come up.
Troubleshooting:
- Quick and efficient resolution of any problems.
Skills and Experience:
- Proven experience with Simplifi.
- Strong troubleshooting skills.
- Excellent understanding of budget planning.
- Proficient in linking bank accounts and setting up transactions.