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I have two jobs I want to ask you about.
The first one, I think you can help with. I have an access database that I want to convert to a web application. To get started I would like to just convert one part of it but build it so I can hire you to do the next sections as needed.
It is kind of a calculator that asks a client how much the have in tax free investments, taxable investments, tax deferred investment. They will enter name, age, when they want to retire, email, the three figures above and the program will provide a one page report with a few high level action items. Does this sound like something you can do?
The second project is more pressing a bigger challenge for me. And if you can help or give me some ideas on who to contact for help I would appreciate it. I am starting a new financial services practice and have a bunch of names. Some or in outlook, some in my CRM, LinkedIn, some in other lists, etc.. I have them all over and I need a program to merge, de...
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