Financial Planning for Active Folks
Michael Morton CFP of Morton Financial Advice approached us looking for a dynamic website design and development as well as a rebrand. He wanted to differentiate himself from other financial advisors through various ways from transparent pricing, caring about the lives of his clients as well as offering numerous ways for his clients to learn more about their finances.
Scope of project
- Website Design and Development
- Brand Design
- Digital and Print Marketing
- Visual Identity
- Website Copy
Challenge
Morton Financial Advice challenged us with a clear cut idea of what he wanted to accomplish in the next ten years as well as what he wanted out of a new website. He wanted his rebrand to accentuate who he is and his own values, energetic, compassionate, educational and outdoorsy. Based on his likes and values, this translated into rustic, modern and warm. Michael has a clear goal of growing his business with more advisors in the near future which presents the challenge of truthfully showing the world it is currently only Michael while keeping the website open to the future additions.
Outcome
After talking with Michael, we got to work on a transparent, clear, concise website and brand design that would capture his caring and warm attitude. He wanted to express that his values align with his ideal clients in that he looked for someone to care about his finances not babysit them while allowing for a freedom in life to truly live it. We wanted a rustic, outdoorsy feel that still attracted his technology clients. The website came together with videos that captured all of his interests which only emphasized the brand values. We found our color palette and logo truly display all of the values Morton holds while attracting his ideal client.
