Update financial planning summary template

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Update Financial Planning Summary Template

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mattJ5 got their new other business or advertising by running a design contest:

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by Presentation Farms

Update Financial Planning Summary Template

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Get your own design

Learn more about other business or advertising

Check out mattJ5's Other business or advertising contest…

The Brief

Industry

Accounting & Financial

About us

Financial Planning Target market: Healthcare professionals age 30-60

What's your vision?

I need my "Financial Planning Summary" template document to be updated and improved. The information in the attached document is an example report in my current template. The images on pages 1 and 4 are screenshots that will need to continue to be inserted into the document (placement of the image can be moved, but the charts and graphs will be the same). The tables on pages 2 and 3 need to be updated to improve look and feel. Font, headers, spacing, location, layout, etc all available to change. Please note my logo in upper right for color or font ideas. Overall, I need an updated theme and layout options to make the report look and flow better. I'd also be open to different icon options under the "Progress" column to indicate "Complete" (Currently green check), "In Progress" (Currently orange timer) and "Incomplete" (Currently red X).

The Brief

Other notes

Feel free to contact me for any questions or input.

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Every design category has flexible pricing for all budgets. Other business or advertising starts at $199.

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Full copyright with production-ready files for digital and/or print.

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And then… they selected a winner!

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