Organizing Your Financial Life PowerPoint

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This customer received 19 PowerPoint designs from 9 designers. They chose this PowerPoint design from IndreDesign as the winning design.

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PowerPoint Design Brief

I need to create a PowerPoint presentation that describes our product and demonstrates how to use it. Our product is an organizational binder that helps clients put all of their important financial and legal documents in one place. I will upload all forms that will be in the binder, as well as our logo and the table of contents. Initially, I think it makes sense to have a slide for every section in the table of contents. There are 18 sections, so I would envision approximately 20 slides.
I would like the first slide to have a deep blue background, with the logo in a shiny gold if possible.
At some point in the presentation slides or throughout, I would like to have the LinkedIn logo, and I would like it to have the following contact information:

Shannon Hibschman
organizingyourfinanciallife@gmail.com

I have uploaded the forms that will be in the binder, and each file has a number at the beginning of the file name so they are in order of how they go into the binder. The table of contents is the second file, and will give you an idea of some discussion points.

I have uploaded a photo of the front of a binder to give an idea for color of the main slide and logo. However, please note that the NEW logo has been uploaded. The binder in the picture does not have the correct logo.

Target Market(s)

Financial Advisors, Accountants, Attorneys, and clients of them

Industry/Entity Type

Financial Planning


Look and feel

Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.

Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket

Requirements
Must have
  • 1. I think we can condense the Table of Contents onto one slide by just listing the heading for each section (i.e. Survivor Instructions, Important Contacts, etc.) but leaving out the detail for each section. It will not be necessary to have page numbers for the items in the table of contents.
  • 2. After the table of contents slide, I would like to have a slide for each section heading, and the detail for each heading on that slide. The slides would be:
  • - title slide
  • - Opening Letter
  • - Table of Contents
  • - Survivor Instructions
  • - Important Contacts
  • - Information Access
  • - Asset Statements
  • - Loan Statements
  • - Household Billing Statements
  • - Education Planning
  • - Insurance Inventory
  • - Estate Planning
  • - Powers of Attorney
  • - Family Legal
  • - Business Formations
  • - Healthcare
  • - Future Income
  • - Taxes
  • - Personal History
  • - Resources
  • - Important Documents
  • Each of these slides would have the content listed under that heading in the table of contents.
  • The last slide should say something like "Thank You!" and have:
  • 1. The Organize Your Financial Life logo
  • 2. The LinkedIn logo
  • 3. Shannon Hibschman
  • 4. organizeyourfinanciallife@gmail.com
Nice to have
  • Colorful visuals or graphics
Should not have
  • Slides with too much information on them

Files
Download all files - 21.0 MB
DOCX
3 Letter to Family.docx
Tuesday, March 5, 2019
DOCX
8 Personal Contacts.docx
Tuesday, March 5, 2019
DOCX
10 Information Access SAMPLE.docx
Tuesday, March 5, 2019
DOCX
9 Information Access.docx
Tuesday, March 5, 2019
DOCX
5 Survivor's Guide.docx
Tuesday, March 5, 2019
DOCX
12 Loans.docx
Tuesday, March 5, 2019
DOCX
2 Table of Contents.docx
Tuesday, March 5, 2019
DOCX
1 OYFL Opening Letter.docx
Tuesday, March 5, 2019
DOCX
7 Professional Contacts SAMPLE.docx
Tuesday, March 5, 2019
DOCX
6 Professional Contacts.docx
Tuesday, March 5, 2019
DOCX
17 Personal Items.docx
Tuesday, March 5, 2019
DOCX
16 Memorial and Burial.docx
Tuesday, March 5, 2019
DOCX
4 Celebration Invite.docx
Tuesday, March 5, 2019
DOCX
21 Healthcare.docx
Tuesday, March 5, 2019
DOCX
18 Personal History.docx
Tuesday, March 5, 2019
DOCX
14 Utilities.docx
Tuesday, March 5, 2019
DOCX
15 Utilities SAMPLE.docx
Tuesday, March 5, 2019
DOCX
23 Resources.docx
Tuesday, March 5, 2019
DOCX
22 Charitable Donations.docx
Tuesday, March 5, 2019
DOCX
13 Loans SAMPLE.docx
Tuesday, March 5, 2019
AI
logo Tuesday, 05 March 2019 01:14:15
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EPS
logo Tuesday, 05 March 2019 01:14:15
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PDF
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SVG
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PNG
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JPG
logo1 Tuesday, 05 March 2019 01:14:15
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JPG
logo2 Tuesday, 05 March 2019 01:14:15
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JPG
logo4 Tuesday, 05 March 2019 01:14:16
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PSD
logo5 Tuesday, 05 March 2019 01:14:16
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PSD
logo3 Tuesday, 05 March 2019 01:14:16
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Payments
1st place
US$260
Participation payments x 4
US$10
Total
US$300

Project Deadline
12 Mar 2019 11:41:27 UTC
Language

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