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LET ME TELL YOU ABOUT US:

I work for a small independent financial firm in Plymouth Michigan. We are in the process of redesigning all of our financial statement for our clients.

HERE IS WHAT WE NEED:

I have been evaluating our firms financial statements and would like to implement some change. However, I am not the most creative person in the world.

We need two ways that we print financial records for our clients.

SUMMARY LAYOUT

The first is as a summary page, where as all of our clients information regarding their investment accounts in on one page, clean and simple. There are not any charts on this page, just a simple line item layout. I just don't like the way it looks at present.

COMPREHENSIVE LAYOUT

The second way that we print financial records for our clients is in a more comprehensive fashion. This way is a more detailed way of organizing their information per account. It is important that we keep all of the information regarding a single account on a single page. There can be multiple accounts, but their will only be information about one account per page. On this layout, we would like a chart as well as all of the data regarding that account. I have upload a doc named "trends" because I love the chart data on that graphic and would like that look and feel on this layout.

I want these two layouts to flow together even though they might not go together.

OUR TARGET AUDIENCE IS:

Our target audience is our clients. We pride ourselves on "making the complex simple". Our current summary statement is simple and easy to understand, but not easy on the eye.

WE LIKE THESE DESIGNS:

The hard thing about this design is that there isn't anything out there that I like. However, I would like it to look similar to what we have with regard to the layout, just not the look. I have also uploaded a few web screenshots of a website design that I love the flow and feel and would like similar look and feel, but in a printed layout.

WE ABSOLUTELY MUST HAVE (or we don't want to see) THIS IN OUR DESIGN:

We absolutely must have a design that is conducive to multiple lines of data, as you will see in our Old Statement which we have provided.

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