Cover Page for a Financial Plan and Matching Meeting Agenda

I'm a financial planner and I have my own financial planning tool that uses Excel. Currently my cover sheet for financial plans is boring and I would like something that is dynamic. The graphic design needs to be fully compatible with Excel where I will be able to edit the client's name and the current date. It will need to be delivered to me as an Excel worksheet along with any of the supporting files for it (fonts, Photoshop docs, etc.).

The second piece of this is a matching "Meeting Agenda Sheet". When I meet with clients, I always type of an agenda for the meeting. I would like to have an attractive sheet with my logo and information on it. This will need to be delivered as a Microsoft Word document that I can type in and add my own information (typically as a paragraph in outline form).

Thank you and happy bidding.

Kemahiran: Reka Bentuk Grafik

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Tentang Majikan:
( 21 ulasan ) Greenwood Village, United States

ID Projek: #4056237

Dianugerahkan kepada:


Make an impact!!! Please feel free to contact us through PMB!

$129 USD dalam 2 hari
(935 Ulasan)

6 pekerja bebas membida secara purata $138 untuk pekerjaan ini


Hello Sir, Thanks for your job opportunity over your project. Please have a look on pm for my proposal details:)

$80 USD dalam 2 hari
(258 Ulasan)

Excel in document design. Consider my bid get the work as per your need. Thanks

$218 USD dalam 3 hari
(58 Ulasan)

Please check your PMB.

$101 USD dalam 4 hari
(21 Ulasan)

Hi tpdenver, I would like to design a cover page for your financial plan and a matching agenda sheet. I'm new on here, but I have 6 years of professional design experience in the United States, designing high end profe Lagi

$100 USD dalam 6 hari
(35 Ulasan)

Hi, I can do this project for you exactly as you need it Quality and fast, please see my more work in portfolio. Thank you sir.

$200 USD dalam 7 hari
(23 Ulasan)