DVORAK FINANCIAL PLANNING

Project Overview

Year

2024

Advisor Stage

Transitioning Advisor from Edward Jones

Scope of work

Branding / Web design / Copywriting / Marketing Materials

The Challenge

Build a distinct brand identity and compelling voice, establish a professional online presence, and launch the new firm in a way that maximizes client retention and market impact.

Our Approach

How we handled the situation

Initial Phase

1 Research & Discovery

Jonathan completed a brand quiz to clarify goals, audience, and preferences. Then we held a deep-dive meeting to review his answers, ask deeper questions, and define the firm’s mission, values and key differentiators.

Second Phase

2 logo design & branding

We created a cohesive visual identity, logo and core brand elements, designed to communicate trust, expertise and a client-first approach. The client received a proprietary brand portal link with all the assets.

Third Phase

3 web design & development

We designed and launched a custom, SEO-optimized website that captured the essence of Cullman, AL while clearly highlighting Jonathan’s services and approach. The messaging and visuals also positioned him as a relatable, approachable advisor, building trust from the first click.

Final Phase

4 RESOURCE CENTER AND EVENT DESIGN SUPPORT

We supported the launch with, social content, presentation folders, business cards and personalized client communications to drive excitement, retention and growth.

Jonathan Dvorak