Fallbrook FI
Free. See what your website says about your firm, and what it leaves out.
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Each of these firms is chosen for a different reason.
Selected work
Each firm had one thing worth choosing it for. Now prospects see it first.
Tessara Wealth
BeforeSantiago
BeforeProspero Wealth
BeforeCommas
In their words
The feedback from clients has been overwhelmingly positive.Eric Scruggs, Hark Financial Planning 
Fallbrook FI’s brand and website are now strong and cohesive.Devin Watts, Fallbrook FI 
The results felt like he truly understood me, my business, and vision.Ashley Quamme, Beyond The Plan
Services
StartEnd of the first year
StrategyThe first step, and the place to start if you're not ready to commit to a year.$11,000one time
What you get, week by weekHover a bar to see what it is.
Week 12345
Strategy
Weeks 1 to 2Conversations with your leadership and advisorsWe talk with the people who run the firm and the advisors who meet clients, about who the firm is for and why clients choose it.Week 2A working sessionWe explore directions together before we commit to one, so nothing in the final strategy is a surprise.Week 3Your ideal client, in writingWho the firm is for, described clearly enough that everyone at the firm recognizes them.Week 4Positioning, a core brand idea and key messagesWhy to choose the firm, the one idea the brand is built on, and the messages that carry it.Week 5A review with your leadershipWe walk your leadership through it and revise until it’s right.Week 5A creative brief and a planA brief for whatever you build next, and a plan to reach those clients. The strategy is yours, whatever you decide.
Who it's for
A firm that wants the thinking done before it decides what to build.
What changes
Your leadership agrees on who the firm is for and why to choose it. Everyone gives a prospect the same answer, and whatever you build next has a brief to build from.
What it costs
$11,000, one time.
A flat fee. The strategy is yours, whatever you decide next.
Commit to a year and Strategy comes with brand work, for $9,000 to $15,000 up front, depending on the engagement.
Not included
Design, a website or monthly marketing.
Book a callRefocusA refined brand, a five-page website and steady marketing.$39,000first year
What you get, month by monthHover a bar to see what it is.
Month 12345678910111213
Strategy
Weeks 1 to 3ConversationsWe talk with you and your partners about who the firm is for and what makes it worth choosing.Weeks 4 to 5Positioning and key messagesWe put your ideal client, your positioning and the key messages in writing. You review it, and we revise until it’s right.
Brand
Months 2 to 3Your identity, refined: one directionWe refine your current logo, colors, type and voice in one direction, guided by the positioning, so the five pages look deliberate and still feel like your firm.
Website
Months 2 to 3Website copyWe write the five pages ourselves, from the positioning, in plain words. Your compliance reviewer sees the copy before it’s built.Month 3A five-page websiteFive pages on your refined brand, so a referral who looks you up sees why to choose you. Live in about 3 months.
Search
Every month after launchSearch and AI visibilitySEO helps Google rank your pages, and AEO helps AI tools like ChatGPT and Perplexity quote them. Each month we check where the firm shows up in Google and in AI answers for the questions your ideal clients ask, then add or fix pages to close the gaps. You see what changed in the report. We can’t promise rankings or AI mentions, but we track them.
Marketing
Every month after launchMarketing, every monthA monthly newsletter, written by us and reviewed by compliance before it goes out, and a report on inquiries, calls booked and new clients.Month 4A new pageOne more page for the site each quarter, written and built by us.Month 7A new pageThe next quarter’s new page, written and built by us.Month 10A new pageThe next quarter’s new page, written and built by us.Month 13A new pageThe last new page of the first year.
Who it's for
A firm that needs a better site and steady marketing, without paying for a full rebuild up front.
What changes
A referral who looks you up finds a site that says why to choose you. Your firm keeps showing up, without a partner having to do it.
What it costs
$9,000 for Strategy and brand, then $2,500 a month for 12 months.
Refined brand and website live in about 3 months.
Not included
A brand-new identity, a choice of directions, a brand book, LinkedIn content, or pages beyond the five and the quarterly additions.
Book a callRebalanceA refined brand and a full website, built to bring in calls.$60,000first year
What you get, month by monthHover a bar to see what it is.
Month 12345678910111213
Strategy
Weeks 1 to 3ConversationsWe talk with you and your partners about who the firm is for and what makes it worth choosing.Weeks 4 to 5Positioning and key messagesWe put your ideal client, your positioning and the key messages in writing. You review it, and we revise until it’s right.
Brand
Months 2 to 3Your identity, refined: two directionsTwo directions for refining your current logo, colors, type and voice, both guided by the positioning. You pick one and we finish it. The firm keeps what people already recognize and loses what holds it back.Month 3Brand bookHow to use the refined identity, so anyone who makes something for the firm gets it right without asking.
Website
Months 2 to 3Website copyWe write every page ourselves, from the positioning, in the plain words your clients use. Your compliance reviewer sees the copy before anything is built.Months 3 to 4A full new websiteEvery page, on your refined brand, built around booking a call, with lead capture and analytics set up. Live in about 4 months.
Search
Month 4, before launchSearch setup: SEO, AEO and AI searchSEO helps Google find and rank your pages. AEO, answer engine optimization, shapes each page so AI tools like ChatGPT, Perplexity and Google’s AI answers can read it and quote it. We set up the page structure, titles and details both look for before launch.Every month after launchSearch and AI visibilityEach month we check where the firm shows up in Google and in AI answers for the questions your ideal clients ask, then add or fix pages to close the gaps. You see what changed in the report. We can’t promise rankings or AI mentions, but we track them.
Marketing
Every month after launchMarketing, every monthA newsletter and four LinkedIn posts, written by us and reviewed by compliance before they go out. One measured improvement to the site, your Google Business Profile kept up, a monthly report, and a quarterly review of what brought in calls.
Who it's for
A firm whose brand is close but needs refining, with a website that isn't bringing in calls.
What changes
Your brand and website finally match, and the site starts doing a job: turning the people who look you up into booked calls. The marketing runs every month without your advisors.
What it costs
$12,000 for Strategy and brand, then $4,000 a month for 12 months.
Refined brand and new website live in about 4 months.
Not included
A brand-new identity, three directions to choose from, client interviews or the Firm File. That's Reposition.
Book a callRepositionA new brand first, then a new website.Most chosen$75,000first year
What you get, month by monthHover a bar to see what it is.
Month 12345678910111213
Strategy
Weeks 1 to 3InterviewsWe talk with you, your partners and some of your clients. What they say about the firm, in their own words, becomes the raw material for everything after.Weeks 4 to 5Positioning and messagingWe turn those interviews into who the firm is for, why to choose it, and the key messages. Your leadership reviews it, and we revise until it’s right.
Brand
Months 2 to 3A new identity, three directionsThree art directions to choose from, each built from the positioning. You pick one, and we refine it into your new logo, colors, type and voice.Months 3 to 4Brand bookHow to use the identity, so anyone who makes something for the firm gets it right without asking.Month 4The Firm FileYour brand written down for the AI tools you use, so a draft from ChatGPT or Claude sounds like your firm.
Website
Months 3 to 4Website copyWe write every page ourselves, from the interviews and the positioning, in the plain words your clients use. Your compliance reviewer sees the copy before anything is built.Months 4 to 5A full new websiteEvery page, built on your new brand, with lead capture and analytics set up so you can see where inquiries come from. Live in about 5 months.
Search
Month 5, before launchSearch setup: SEO, AEO and AI searchSEO helps Google find and rank your pages. AEO, answer engine optimization, shapes each page so AI tools like ChatGPT, Perplexity and Google’s AI answers can read it and quote it. We set up the page structure, titles and details both look for before launch.Every month after launchSearch and AI visibilityEach month we check where the firm shows up in Google and in AI answers for the questions your ideal clients ask, then add or fix pages to close the gaps. You see what changed in the report. We can’t promise rankings or AI mentions, but we track them.
Marketing
Every month after launchMarketing, every monthA newsletter and four LinkedIn posts, written by us and reviewed by compliance before they go out. One measured improvement to the site, your Google Business Profile kept up, and a report on inquiries, calls booked and new clients.Month 6First campaignA focused campaign right after launch, on top of the monthly marketing.Month 9Second campaignThe next quarter’s focused campaign, shaped by what the first one brought in.Month 12Third campaignThe last focused campaign of the year, plus a look at what to change for year two.
Who it's for
A firm that has grown past how it looks and sounds. Most firms we work with choose this one.
What changes
The firm looks and sounds like the one it has become. Prospects, referrers and the advisors you want to hire see the same firm you do.
What it costs
$15,000 for Strategy and brand, then $5,000 a month for 12 months.
New brand and website live in about 5 months.
Not included
A new name.
Book a callAlready have a brand and site that work? We run the marketing on its own, after Strategy. Book a call
Strategy on its own · Your ideal client, why they should choose you, and the plan to reach them, in writing. Yours to keep.
$11,000 one timeAfter 12 months · Month to month, 30 days' notice
Refocus $2,500/mo. Rebalance and Reposition $4,000/mo.Not ready to talk? Scan your website, free.
See full pricing and every detail.
Prices are starting points to plan with, not a final quote. We don't guarantee rankings, AI citations or new clients. We build, track and report.
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