WordPress Developer Needed – Custom Client Portal, LMS & Financial Dashboard

We are looking for an experienced WordPress developer to build a personalised Client Portal, LMS and Financial Dashboard for our financial coaching business, Wealth Wisdom (www.wealthwisdom.co.za). Our website already uses WordPress, WooCommerce and PayPal. We will create and supply all course content, videos, worksheets and workbooks ourselves. We need someone to build the technical system, connect the different features and train us to manage it independently. PROJECT REQUIREMENTS 1. PERSONAL CLIENT DASHBOARD - Secure individual client accounts and login. - Display financial summaries, course progress and assigned resources. - Sections for finances, learning, coaching and additional products. 2. LEARNING MANAGEMENT SYSTEM (LMS) - Six-week courses with lessons, videos, worksheets and progress tracking. - Clients can upload completed assignments for coaches to review. - Administrators can easily create courses and upload content. 3. FINANCIAL TRACKING - Clients enter income, expenses, assets and liabilities. - Automatic calculation of net worth and monthly surplus. - Save dated financial snapshots and compare historical figures. - Display the latest financial information on the main dashboard. - Information entered during a course must also be available outside that course. - Previous financial snapshots must remain saved when clients update their information. 4. PERSONALISED RESOURCE LIBRARY - A central library of reusable worksheets, videos and exercises. - Administrators can assign individual resources to specific clients without enrolling them in a course. 5. PAYMENTS AND MEMBERSHIPS - Connect to our existing WooCommerce/PayPal setup. - Automatically grant course access after purchase. - Allow time-limited access (e.g. 10 weeks from the agreed programme start date). - Offer optional monthly subscriptions to continue or restore access. - Clients must not lose their saved financial information or learning history when access expires. - Expired clients should still be able to log in and purchase or renew services. TECHNICAL PREFERENCES We prefer using existing WordPress plugins with minimal custom development. We are considering LearnDash or Tutor LMS but welcome other suitable WordPress-based recommendations. We do not want a separate LMS platform such as Moodle. The system must be secure, easy to maintain and able to grow with our business. Protecting individual client financial data is essential. Administrator training, documentation and a full handover are essential. We need to be able to upload materials, create courses, assign resources and manage clients ourselves after development. We have a dashboard concept image and a more detailed project specification available. BUDGET AND TIMELINE We are a growing business looking for a practical, cost-effective solution. We are currently collecting quotations and prefer a fixed-price project rather than hourly billing. We would ideally like an initial working prototype by 1 December 2026, but understand this is an ambitious target. We are semi-flexible on the timeline and would prefer a reliable, well-built system over a rushed delivery. Please propose a realistic schedule with milestones for the initial prototype, full functionality, testing and administrator training. We would also appreciate knowing whether completion before the end of December 2026 is feasible. WHAT WE NEED FROM YOUR PROPOSAL Please provide: 1. Examples of similar WordPress projects you have completed. 2. Your recommended plugins and technical approach. 3. Which features would require custom development. 4. A fixed-price quote for an initial working prototype. 5. A separate fixed-price quote for the complete system, clearly stating what is included and excluded. 6. Estimated development time for each stage and your earliest available start date. 7. Any additional plugin licence fees, hosting costs or ongoing expenses. 8. Details of administrator training, documentation and post-launch support. We welcome suggestions for simpler or more affordable ways to achieve the required functionality without compromising security or essential features. Thank you. We look forward to reviewing your proposal.