Build a Simple “Financial Identity Assessment” Tool + PDF Generator (Lead Magnet Style)

Posted 4 weeks ago

Worldwide

Summary

I’m looking for someone experienced to build a simple but clean “Financial Identity Assessment” tool. It’s a structured input → output system that generates a polished result (PDF or results page). Reference Example I’d like something similar in structure and flow to this tool: https://ryb.my.canva.site/creatordna?This So in essence the tool takes user input about their financial view and generates a structured output. What I would Like Built: 1. Front-End (User Experience). - Clean landing page (simple, minimal). - Embedded form or quiz (multi-step preferred) - Mobile-friendly 2. Form / Input System - Questions and answers will be provided for a multiple choice format. - You can Structure them properly - Make UX smooth and intuitive 3. Logic / Output Generation - A pre written templates will be sent as the result. not just raw answers. (the templates would be given for the output). - Light rewriting / formatting is fine. 4. Result Delivery - Auto-generated PDF (preferred) 5. Email Capture + Delivery - Capture name + email - Send results via email (preferred) Open to your recommendations. It should be simple, clean, and functional. I do not want an overcomplicated build. Focusing on user experience and clarity. Deliverables: - Fully working tool (form + output). - PDF or results page template functional. - Basic instructions so I can edit/update later in the future.

  • $100.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Web Development
JavaScript
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:4 weeks ago
  • Interviewing:
    0
  • Invites sent:
    1
  • Unanswered invites:
    1
About the client
Member since Feb 14, 2026
  • USA
    Anaheim6:22 PM
  • $1.8K total spent
    4 hires, 0 active
  • 200 hours

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