The client has made the following changes to the job.
Client prefers freelancers from:
Frederick MD, 21701, United States
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
I'm a Financial Advisor in the United States. I'm looking to create a customized client data and reporting workbook. I need 1) an online form for general client data, 2) a detailed form that houses all insurance, investment, savings and other finanical planning infomration, 3) a summary page built off #2, and 4) the ability to roll up summary information into a 2 page report clients will recieve. There is a requirement for a graphical design on the report. This is the first part of the project.
The next part is contains a few complex worksheets that simulate the financial impacts of life events such as death, disability, and paying down retirement accounts.
I prefer someone with experience setting up client management and reporting systems, and who speak english. Since we will be working over the phone, broken english is not acceptable.
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