BRANDING FOR
FINANCIAL
ADVISORS

Strategically crafted to feel elevated, intentional, and unmistakably you.

SCHEDULE A CONSULTATION

Who is this for?

YOU’RE GROWING. YOUR BRAND SHOULD TOO.

You’re seasoned, you’re shifting, you’re stepping up

You've spent years building your practice. You know your clients and you know your numbers, but the landscape just shifted again.

In an era where AI-powered search recommends advisors before a referral is made, your brand is not just a nice-to-have — it's your first meeting. Prospects are Googling, asking ChatGPT, and scanning your digital presence before they ever pick up the phone. What they find either builds trust or sends them elsewhere.

You need a brand that captures the weight of your experience, the specificity of who you serve, and the clarity of what makes your approach different — all while staying squarely within the guardrails your compliance team requires.

We understand financial services. We build brands that work within industry constraints without ever feeling constrained by them. Because when someone finds you, your brand should make them feel like they already know they're in the right place.

HOW DOES THIS WORK?

Our approach

CLARITY FIRST. DESIGN FOLLOWS.

A unique modular approach made for you

We developed a mix-and-match modular system specifically with the needs of solo and small financial planning & advisor firms in mind, so you get to choose your path in selecting a strategy and design approach that works for you. You’ll get exactly what you need — no fluff, no filler, and a solid foundation for everything that comes next.

Process:

  1. Brand Diagnosis (optional)

  2. Select Brand Strategy option

  3. Select Visual Identity option

Step 01: Brand Diagnosis (optional)

To help you figure out where you’re going, we need to know where you’ve been. The Brand Diagnosis is to understand your existing or new business brand and to determine which package combination is the right fit for you.

Includes:

  • Self-evaluation of your brand with worksheets provided

  • 1hr call with Georgina and Gili

  • Written summary and recommendations for next steps

Timeline: 1 week
Investment: $350*
*If you decide to move forward with our packages, this investment will be applied to future work

Step 02: Brand Strategy

Before we design anything, we start with strategy, because a brand that resonates begins with a clear sense of who you are, what you stand for, and who you’re here to serve.

This part is non-negotiable. It’s the foundation your brand will stand on, and your clients will love.

Our brand strategy options are designed to get you ready for everything that comes next:

• A visual identity rooted in meaning

• Messaging that flows with ease into your website

• And the clarity you need to move forward with confidence in your marketing

VIEW MICRO BUSINESS BRANDS

Choose your brand strategy recipe

Option 1

  • I have done some work on my brand strategy but have gaps that need attention before I’m ready for design.

    Process

    01. Review
    We begin with a thoughtful audit of any existing brand materials — mission, vision, values, tone of voice, and client profiles.

    02. Refine
    A 2-hour collaborative Zoom workshop to fill in the gaps, clarify your positioning, and deepen the foundation.

    03. Deliver
    You’ll receive your refined brand strategy in writing, along with a video walkthrough so you can revisit it anytime.

Timeline: 1 week
Investment: $1950

Option 2

  • I want to start from scratch with brand strategy and I can do some of the work myself.

    Process

    01. Foundations
    You’ll complete a set of worksheets to bring your vision into focus — including your mission, values, tone of voice, and competitor landscape.

    02. Deep Dive
    Two 2-hour Zoom workshops:

    • Session 1: Define your ideal client and create 2–3 detailed personas

    • Session 2: Shape your unique value proposition and craft 4–5 core brand messages

    03. Final Strategy
    You’ll receive a clear, written brand strategy document — plus a video walkthrough to guide you through every element.

Timeline: 1 week
Investment: $3450

Option 3

  • I want to start from scratch with brand strategy but I want an expert to do it for me.

    Process

    01. Discover
    A brand questionnaire for you to complete so we can gain an initial understanding of your business.

    A 3–4 hour deep-dive workshop to uncover the heart of your business and lay the groundwork for your brand.

    02. Define
    We craft a complete brand strategy, including:

    • Mission, Vision, Values

    • Tone of Voice

    • Competitor Analysis

    • Ideal Client Profile & 2–3 Personas

    • Unique Value Proposition

    • 4–5 Core Messages

    03. Deliver
    We present your full brand strategy in a 1-hour session, with space for discussion and alignment — so you leave with clarity and confidence.

Timeline: 2 weeks
Investment: $5500

Step 03: Visual Identity

Three ways to build a brand that’s thoughtful, polished, and ready to be seen.

Whether you need to launch quickly with just the essentials or you’re ready to invest in a full custom identity with branded assets, we offer three distinct paths to help you show up with clarity and confidence.

Each option is rooted in strategy, crafted with intention, and designed to elevate your presence, no matter where you are in your business journey.

VIEW MICRO BUSINESS BRANDS

Choose your visual identity recipe

Option 1

  • I need a polished brand presence, fast. I’m launching my business and branding has been on the back burner. I thought you’d DIY, but time got away. I’m ready to trust an expert to make the right calls to get me up and running.

    Process

    01. Foundations

    Brand inspiration gathering that we will review together

    1-hour collaborative Zoom call to refine design direction

    02. Deliver

    Website homepage design Up to 3 text-based logo options (no icon)

    • Color palette
    • Fonts
    • Curated Image library
    • Headshot styling (shot list)
    • Patterns/icons
    • Simple brand guide

    Final wrap-up video walk-through

Timeline: 2-3 weeks
Investment: $3700

Option 2

  • I want a custom brand, and a say in how it takes shape.

    I’m launching or rebranding and want my identity to reflect the full depth of my vision. I’d like to have input, but want an expert guiding the way so I can stay focused on growing my business.

    Process

    01. Foundations
    Brand inspiration gathering that we will review together

    1-hour collaborative Zoom call to refine design direction

    1 hour live revision session

    02. Deliver
    •     Website homepage design
    • 3 Logo options
    • Colors palette
    • Fonts
    • Curated Image library
    • Headshot styling (shot list)
    • Patterns/icons
    • Full brand guide

    Final wrap-up call and pre-recorded video walk-through

Timeline: 3-4 weeks
Investment: $6200

Option 3

  • My brand is small but mighty, and ready to stand tall. I want the full suite: a strategic visual identity with the branded assets to match. I want to have a say in the creative direction, but I’ll let you handle the heavy lifting.

    Process

    01. Discover
    Brand inspiration gathering that we will review together

    1-hour collaborative Zoom call to refine design direction

    1 hour live revision session

    02. Deliver
    • Website homepage design
    • 3 Logo options
    • Color palette
    • Fonts
    • Business card
    • Email signature
    • Up to 3 social media headers
    • Curated Image library
    • Full shot list for brand photoshoot
    • Patterns/icons

    Final wrap-up call and pre-recorded video walk-through

Timeline: 4 weeks
Investment: $8500