Web Design for Financial Services Experts
Website that fills your inbox with LEADS.
So you won’t have to spend your PRECIOUS TIME on another cold pitch.
Let’s be real …
Your website and messaging are telling a story, whether you know it or not.
Are you a FINANCIAL SERVICES EXPERT struggling with a website that doesn’t reflect the level of excellence you provide to your clients?
Your potential and existing clients are looking for EXPERTS THEY CAN TRUST with their finances. When they visit your website, they should immediately feel confident in your services.
But if your site is outdated, hard to navigate, or fails to communicate your expertise clearly, IT’S WORKING AGAINST YOU.
How many potential clients are clicking away because your website doesn’t meet their expectations?
Maybe you’ve tried designing your own website. You just spent $197 on ANOTHER website template that swore it would be a piece of cake.
Now it’s just sitting there, gathering virtual DUST because you’re not sure where to even start.
Every moment your website isn’t shining, you risk losing credibility and trust with potential clients.
For a successful business owner like yourself, TIME IS MONEY. And you’d rather be doing anything other than updating your own website.
The longer you wait, the MORE SALES YOU LOSE.
Sound familiar? Sounds like you need a pro to work on your website.
Let’s get your website going in the right direction!
OUR APPROACH TO WEB DESIGN
01.
PERSONALIZED WEBSITE FOR YOUR TARGET AUDIENCE
Strategic user-centered design that’s built to connect with your target audience and convert.
02.
FINANCIAL INDUSTRY KNOWLEDGE & EXPERTISE
I’m a CPA and certified project manager (PMP) with 20+ years of experience to rely on.
03.
SQUARESPACE WEBSITE THAT’S EASY TO UPDATE
Squarespace is very user-friendly! You’ll be able to make updates yourself when we’re done.
CUSTOM WEBSITE
Every custom designed website includes:
> User-focused website that’s easy to navigate
> Custom design centered around your needs and goals
> Responsive design optimized for mobile experience
> Strategic copywriting to connect with your audience
> Squarespace website that’s easy to maintain
> Google Analytics and search engine indexing
> Search Engine Optimization (SEO) to attract clients
STARTING AT $3,800
MINI CUSTOM WEBSITE
Includes everything listed above for the custom website, but on a smaller scale:
> Single-page website that’s easy to navigate
> Streamlined layout focused on user navigation
> Faster load speed because of smaller website
> Simplified messaging in one single web page
> Easier maintenance with only one page to focus on
> Build time is faster for less complex websites
> Cost-effective option if you’re not ready for a full site
STARTING AT $1,500
Here’s how it works:
(after we’ve had a quick discovery call, contract has been signed, and payment is processed)
STEP 01. - APPLY
Complete an informative questionnaire that will help us get to know you and your business and your long-term goals.
STEP 02. - CONNECT
We’ll connect over a comprehensive video call to dig even deeper to uncover your ideal clients and brand positioning.
STEP 03. - RESEARCH
We’ll research your audience, competitors, and market and interview customers to put strategy behind every word.
STEP 04. - CREATE
Let the magic begin! We’ll use the questionnaire, call, research, and interviews to craft a strategic website with copy that converts.
STEP 05. - REVIEW
After we’re finished, you'll receive access to your new website and any accompanying documents in a Google folder.
STEP 06. - REVISE
We'll complete a round of edits to make any tweaks, big or small, to ensure it feels just right for you. After that, it’s all yours!
Want a second opinion on your existing website?
A WEB AUDIT MIGHT BE PERFECT FOR YOU IF:
You’re wanting to grow, but aren’t sure if your existing website will allow you to do that.
You’ve already got a decent website, but know that it needs polished by the eyes of a professional.
You want to know why you aren’t getting many leads through your website.
Signature Services
WEBSITE DESIGN
Visually communicate your one-of-a-kind story to connect with your target audience and build lasting relationships.
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COPYWRITING
Irresistible copy that grabs attention, compels your audience to take action, and converts leads into sales.
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WEBSITE & COPY AUDITS
Fast, actionable feedback to identify exactly what’s working and what’s not so you don’t lose potential clients.
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Looking for something else?
… or not sure where to start?
Reach out so that we can discuss your unique situation. I can put together a custom package with everything you need, including deliverables like sales pages, blogs, case studies, webinar scripts, and more.
FREE GUIDE!
12 Ways to Make More Money With Your Website
This checklist will help make sure your website is set-up for STRATEGIC SUCCESS so you’re not losing out on potential customers.
Get MUST-KNOW tips on missed opportunities to attract dream clients to your website.
