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.