Capital Planning Advisors

Creating Possibilities for the future

Capital Planning Advisors was looking for an attractive, upgrade to their existing website. Something that resonated with their sophisticated audience and inspired action. This called for fresh photos, updated content, and a cohesive strategy. They really wanted to highlight their core values of passion, transparency, and synergy while telling their story with nearly two decades of history. A team effort delivered a final result that truly reflects the capabilities and personality of the firm.

Client

Capital Planning Advisors

Services provided

Copywriting
Website Design (WordPress)

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Medicare Dana

Medicare Dana is real deal

Have you ever met somebody just so incredibly kind and passionate about their job? Dana is the REAL DEAL. She is the most educated person on Medicare that we know – we’ve referred her to all our own friends and families— and she wanted that message to shine through her website and digital presence. We understand how hard it can be to step out on your own and start a business (cough cough, we’ve been there!) but this relationship has been dynamite for all of us. We work with Dana on search engine optimized content, making her digital profile more robust and visible. If we had favorite clients…she might take the cake!

Graphic Design

Infographic Included w Blog

Social Media Management

Social Post w Link to Blog

Client

Medicare Dana /
JBird Insurance Group

Services provided

SEO
Copywriting
Website Updates
Graphic Design
Social Media Management

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Evoke Wealth Management

Connecting Wealth with Purpose

We truly enjoy working with financial advisors who are making the transition to independent firms, especially when they have a distinct vision of their identity.

Evoke Wealth Management is a perfect example of a firm who knows who they are. We worked with them to establish a brand that matched their identity, creating a logo, stationery, and print materials to get them started on their journey to independence. They chose FMG Suite to build their website, and we provided the content writing needed to bring that to life.

Athishay and his partners have a vibrant and distinct approach to what they do, and we’re excited about future collaborations!

Client

Evoke Wealth Management

Services provided

Branding
Copywriting
FMG Suite Website Layout
Print

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Curo Private Wealth

When two companies merge, how do you tell the story in an authentic way? We helped do just that for Curo Private Wealth and Bernard Wolfe and Associates. This merger means an expanded bench of expertise and collaboration is available for their clients. We enjoyed working with the team to capture both the rich history of each individual firm and set the trajectory as they look to the future as one cohesive firm.

Client

Curo Private Wealth

Services provided

Content Writing
FMG Suite Management

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TruFluency Kids

Kids CAN LEarn Spanish

TruFluency Kids gets kids truly fluent in Spanish. With incredible, innovative small class sessions (and on Skype, no less!) kids get engaged in learning and incorporating Spanish into their every day lives. As part of the Fluency Corp family, the branding needed some consistency and we wanted to compete with some of the big players on Google for keywords like “online Spanish for kids.” With intentional content and an upgraded UX, we’ve put TFK on the map for thousands of young learners.

Client

TruFluency Kids

Services provided

Branding
Website Design w Sawyer Tools Integration
SEO
Content Writing
Paid Advertising

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TruFluency

The BEST One-on-One Language Learning

A brand new domain. A build from the ground up. A truly e-commerce website. We had our work cut out for us with the third component of the Fluency Corp family. Every SEO knows how hard it is to build up credibility from nothing. It is a work in progress and one we’re committed to seeing through! While most language learning systems are fun and educational, they might not have the goal of helping people become truly fluent. TruFluency is all about getting you to fluency in whatever language you’re learning. With highly educated native speakers, you will have the skills to communicate clearly.

Client

TruFluency

Services provided

Branding
Website Design w Acuity Scheduling Integration
SEO
Content Writing

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Aequus Partners Financial Planning

Calm. Clear. Confident.

When we met Yudi and Michael, they weren’t sure of what direction to head with their new firm. We started from the beginning – talking about names, brands, ideas, and concepts. Trust us, it was a brilliant meeting of the minds. These dynamic advisors had years of experience to bring to the table. We just needed to put it on display in a meaningful way. We landed on the word “Aequus” which is latin for “calm, fair, and just.” Perfection. We carried this theme through the logo, site theme and colors, and content.

Print Design

Presentation Folder

Print Design

Client Experience Timeline

Print Design

Business Cards

Powerpoint Design

Services Overview Presentation

Client

Aequus Partners Financial Planning

Services provided

Branding
Copywriting
Print (Business Card, Letterhead, Folder, Brochure)
Website Design (WordPress)
Powerpoint Presentation

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Well Traveled Wealth

The Coolest Brand Identity, Ever

Well-Traveled Wealth is a husband and wife owned financial firm in San Diego. We like to use them as an example of branding gone right. They had a vision, and never wavered. From the photography to the logo and the content, they communicate the idea that wealth is not about numbers and account balances…it’s about experiencing what life has to offer. This content was a fun project! Check out their incredibly cohesive presence, from their print to their website.

Print Design

"Discover Confidence" Digital Flyer

Print Design

"New Advisor" Digital Flyer

Copywriting

Inspirational Word Wall

Client

Well-Traveled Wealth

Services provided

Copywriting
Print Design

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Monarch Wealth Strategies

Text goes here…

Print Design

Business Cards

Print Design

Letterhead

Print Design

Envelopes

Client

Monarch Wealth Strategies

Services provided

Branding
Copywriting
Print
FMG Suite Website Design

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Cornerstone Financial Advisors

Modern Branding

Cornerstone Financial Advisors has had a thriving business for over two decades. They wanted a more modern look for their logo and website without changing the integrity of their brand. We worked with them to update every element on the FMG Suite platform to get the refresh just right, adding new pages with updated custom content and unique team member biographies. We even helped provide the team with instructions on how to take new headshots with an iphone (and they turned out great!)

Client

Cornerstone Financial Advisors

Services provided

Branding (Redesign)
Copywriting
FMG Suite Website Refresh