Hire the Top 3% of Freelance Financial Planning Consultants

Toptal is a marketplace for top Financial Planning Consultants. Top companies and startups hire Financial Planning freelancers from Toptal for their mission-critical projects.

No-Risk Trial, Pay Only If Satisfied.

Hire Freelance Financial Planning Consultants

Erik Stettler

Freelance Financial Planning Consultant
United States
Toptal Member Since November 21, 2017

A data scientist and Harvard MBA with distinction, Erik co-founded a global venture capital fund and has invested in 50 startups that have raised over $500 million, realizing six exits. He previously led analyses for cases including restructurings of $3 billion in global operations and M&A deals worth over $10 billion. Erik's work has been noted in Forbes, CNBC, and HBR. He speaks four languages and serves as Toptal's Chief Economist, leading analyses on the talent economy and future of work.

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Pala Kuppusamy

Freelance Financial Planning Consultant
United States
Toptal Member Since March 20, 2018

Pala is an award-winning entrepreneur who founded three tech companies, growing one to 250+ people and leading another to an exit that generated a 16x return. He serves on the boards for startup and growth-stage eCommerce, market research, job pairing, and analytics companies. Pala has expertise in business strategy, financial models, marketing, customer, competition research and analytics, go-to-market and pricing strategies, and growth consulting.

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David Berlin

Freelance Financial Planning Consultant
United States
Toptal Member Since November 19, 2019

David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.

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Jerry Bellman

Freelance Financial Planning Consultant
United States
Toptal Member Since April 18, 2019

Jerry's completed over $10 billion in M&A transactions from early-stage companies to multinationals in Europe and the US, notably the exit of the healthcare innovator CareLinx to Generali. His experience also covers equity analyst, hedge funds, public accounting practice, and CFO roles and helping companies to develop KPIs, dashboards and financial strategy. Jerry joined Toptal to bring his analytic and modeling skills to a variety of companies.

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Ed Carse

Freelance Financial Planning Consultant
United States
Toptal Member Since December 10, 2019

Ed is an experienced entrepreneur, growth-company CFO, and investment banker with a background in many industries, including technology, media, finance, and business services. He has launched several companies, raised over $70 million in growth capital, and helped a company expand internationally and scale 5x in three years. Ed enjoys helping fix businesses and operating and financial challenges that prevent clients from reaching their potential.

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Peter Jacobson

Freelance Financial Planning Consultant
United States
Toptal Member Since July 25, 2017

A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.

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Carole Crawford, CFA

Freelance Financial Planning Consultant
United States
Toptal Member Since August 14, 2017

At Morgan Stanley, Carole advised eight founders through exits totaling over $750 million and then founded her own practice to manage venture investments for family offices. A former tech CFO, she freelances to leverage her experience with capital raises, strategic pivots, and turnarounds. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.

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Mitchell Hymowitz

Freelance Financial Planning Consultant
United States
Toptal Member Since March 23, 2017

Mitchell is an experienced Interim CFO who untangles thorny investment deals, closes stubborn financial deals, and builds complex financial models. As the Pacific Northwest's longest-tenured and most experienced consulting CFO, he has worked on over 90 financings and M&A deals valued at over $500 million. Mitchell has been freelancing full-time for over 25 years as it allows him to work with a wide variety of clients and their unique problems.

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William Glenn

Freelance Financial Planning Consultant
United States
Toptal Member Since December 3, 2019

Bill has executed on dozens of venture, growth, recapitalization, and M&A transactions. He’s worked in investment banking (Raymond James), corporate development (Aderant, owned by NYSE: ROP), and private equity (Fulcrum Equity Partners). He enjoys freelancing to help clients develop and operationalize their growth plan and consider all funding options across capital raising, corporate finance, and M&A in order to drive growth and maximize value.

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THE TOPTAL ADVANTAGE

98% of Toptal clients choose to hire our talent after a risk-free trial.

Toptal's screening and matching process ensures exceptional talent are matched to your precise needs.

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Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Creating an app for the game
Conor Kenney
Creating an app for the game
Leading a digital transformation
Elmar Platzer
Leading a digital transformation
Building a cross-platform app to be used worldwide
Building a cross-platform app to be used worldwide
Drilling into real-time data creates an industry game changer
Drilling into real-time data creates an industry game changer
Testimonials
Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari

CEO

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick

COO

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay

Founder / CEO

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek

CEO

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek

CEO

How to Hire Financial Planning Consultants Through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Financial Planning Consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Financial Planning Consultant for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Financial Planning Consultants different?

    At Toptal, we thoroughly screen our Financial Planning Consultants to ensure we only match you with talent of the highest caliber. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You’ll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs.

  • Can I hire Financial Planning Consultants in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with a Financial Planning Consultant within 48 hours of signing up.

  • What is the no-risk trial period for Toptal Financial Planning Consultants?

    We make sure that each engagement between you and your Financial Planning Consultant begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you’re completely satisfied with the results, we’ll bill you for the time and continue the engagement for as long as you’d like. If you’re not completely satisfied, you won’t be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire talent within 48 hours and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Top Financial Planning Consultants Are in High Demand.

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