Mr. G McGraime contacted me via this site asking if I could transfer a boring excel format financial planning sheet to something visually appealing. This was what I came up with.

The goal of this sheet is to summarize and organize the "big picture" of their financial lives (the stuff that really matters) on a single sheet of paper, in a way that is very easy to understand and can be reviewed quickly, while looks both smart & cool, "something that would catch someone's eye if this chart appeared in a magazine". My approach was to break apart the big table so it is easy to understand, and use colors to make it eye-catching yet easy to read. Mr. McGraime said it did help him to "move ideas forward".