Financial Planning Website

Financial Planning Website for clients to access. A watered down version of [login to view URL] I would like the site to look similar to [login to view URL], obviously our site will be a much lighter version in regards to servies etc. The site needs to be easy to navigate, the main colours should be in light blue, light green with a white background. The graphs etc should populate and grow infront of them. Our clients will log in and be able to: - a page where perspective clients can enter their details and financial info - a page that would allow a amortization calculator that compares their current principal & interest loan & shows savings - input their monthly budget details, I will provide the categories, about 50. - this data will then be able to be viewed in a graph - we will add what we think their budget should be, then next to it they will insert thier spend for the month prior - the graphs will show where they have overspent, or underspent - we will need a dashboard to log in and add/edit all information. - the dashboard should also enable management to look at overall performance and monitor site stats. - we want to have twitter and facebook - all clients should be indentified by an email log in - we will need to be able to access the client info whilst sittting infront of them and edit information on the site - each client should have 7 categories of information, contact info, financial/budgetting info, financial goals, insurance, superannuation, investments and retirement planning. I will provide the information we require for each of these categories, about 30 pieces of info for each category. - all this information should then be able to be sent to us in some form of email with the content in it. Basically this site will enable people to put their information in and from this information, we will be able to build them a financial plan. Thanks Bobby