Financial Planner Website

November 8, 2024

Filed in: Branding, Web Design

Can we talk about the PRETTIEST financial planner website we’ve ever seen?! Hannah is a Certified Financial Planner™ who helps high-achieving female entrepreneurs manage their wealth.  She formed her business and wanted to launch it online with a professional brand and website!

Financial Planner Brand

This project was exciting because it was for a BRAND NEW business! Sometimes new business owners tip-toe into professional branding/web design because they are unsure about budget + their business future (and that’s totally okay 🫶Not sure where your business falls? Read more about when to DIY your branding here!).

However, The Wealth Collaborative wanted to launch looking 100% professional + credible for two reasons:

1. Hannah has experience in this industry and knew EXACTLY what she wanted The Wealth Collaborative to be before she contacted us👩‍💼 This is a great place to be in for a business branding investment! 🙌 

2. Hannah already understood the value that a cohesive brand and strong website would bring for her business and she was ready to invest in quality ASAP 👏 We’ve met Hannah on several occasions and she’s a wonderful and trustworthy human in person – but it’s SO important to establish that trust online via your website for all industries, ESPECIALLY for financial planning businesses. 


Hannah wanted her brand to feel elevated and professional while still being approachable and modern. We went with neutrals and greens (focusing on teal 😍) paired with warm accent tones and Hannah loved it! 🙌  Take a peek at the brand board here:

Here’s what Hannah said about her branding:

“My favorite part of my new website is the way that it exemplifies my brand and vibe so well. It brings every single word that Jade and I discussed to life. Professional, approachable, credible, classic.. it’s perfect!”

Financial Planner Website

Next we moved onto her website build! This is a semi-custom website designed on ShowIt. It has all the bells and whistles a normal service-based website would have like an About and Service page, but it also has a Speaking page if you need to book a financial planner to speak at an event. 


Things we LOVE about this financial planning website:

 

THE BLEND OF HEADSHOTS AND STOCK PHOTOGRAPHY

Hannah is a think-ahead type of woman and KNEW she wanted to incorporate teals and olive greens into her branding, so she planned outfits in those colors for her business headshots and they really helped her website feel cohesive and on-brand! 


EMAIL NEWSLETTER OPT-IN
We are always in support of newsletter-opt ins to help our clients grow their audience! Relying on social media to share information is nice, but we don’t own those platforms. Facebook/Instagram could go down at any time, but a website + email list belong to your business for continued outreach 🤗 Now, Hannah operates a Money Monday newsletter that gives her audience financial tips!

 

FEATURED BANNER

We LOVE when industries have previous partnerships and collaborations to highlight. We love creating a special banner with the partnership logos to establish additional credibility!

 

What our client, Hannah, had to say:

“The team at J. Alexandria Creative is so incredibly talented and professional. They guided me through the entire process of creating my brand and website from scratch and did not missing a single detail. They also did an incredible job of keeping me in the loop and communicating the project’s progress week by week. I am so impressed with the final product – it’s just beautiful! If you are looking for a team to bring your vision to life, I highly recommend working with Jade and her team!”

 

 

Homepage:

Financial Planner Website Homepage

 

About Page/ Meet Hannah:

Financial Planner Website


We are thrilled for Hannah and her business! She is going to help SO many women to become more confident with their finances and we are cheering her on 📣 If you’d love to launch a business with a strong brand + website, we’d love to help you get there. Visit our contact page to get started.

 

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