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Personal Financial Planning Toolkit in Excel
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Finance & Management > Financial Planning

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The client has made the following changes to the job.

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Date

Job awarded.

Nov 29, 2012

Job awarded.

Nov 1, 2012
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Job Description

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  • Posted: Mon, Oct 29, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
  • Elance Escrow Protection
  • W9 Not Required
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We require the build of an Excel personal financial planning toolkit to include;

Current Status assessment of both cash and capital
Budgeting tool
Cashflow management tool

All tools to be linked to create single view 'dashboard' of personal financial position and risks

Initial tool to be built for UK market with an adapted tool for US market

Examples of comparative tools will be provided

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