Full Brand System

Now accepting Q2 2026 engagements

Your Team Has Outgrown Your Brand.

When your external image no longer matches the caliber of your firm, it costs you talent, clients, and credibility. We fix that — with your whole team involved from day one.

Starting at $10,000.

Book a 45-Min Call →

/Proof(01)

★★★★★

It's rare to find someone doing something new in the field of finance. It's all the same old thing. Lighthouses. Compasses. Sailboats. Then Josh comes along and blows the whole thing up with new, novel, interesting, and fearless work! If you want something new and interesting...talk to Josh!

Carl Richards

Behavior Gap

Week Engagement

~2h

Weekly Time Commitment

100%

Brand Ownership

★★★★★

Partnering with Josh to develop my brand exceeded every expectation. He helped me turn my words about what Hark stands for into a visual identity. The feedback from clients has been overwhelmingly positive!

Eric Scruggs

Hark Financial Planning

★★★★★

Working with Josh was an absolute breeze; his process was clear, efficient, and highly collaborative. He listened intently to my firm's vision and values, and skillfully tailored a logo design that perfectly embodies my brand. The new logo not only aligns with our identity but looks amazing.

Jared Tanimoto

Sedai Wealth

Tiers Available

★★★★★

I went into the rebranding process knowing very little about what all it would entail. Josh was very patient explaining how everything works and ultimately provided beyond what I expected. The most difficult part of the whole process was having to choose between so many great ideas and designs.

Ashley Quamme

Beyond the Plan

/Audience(02)

Who It's For

Your firm has grown but your brand hasn't kept up. The website feels dated, the materials embarrass your team, and the messaging no longer reflects who you actually serve or how good you actually are.

You're navigating a founder name transition, a merger, or a repositioning. You need a process that brings your whole team into the decision — not one person's vision imposed on everyone else.

You're preparing for growth, succession, or acquisition and you know your brand needs to be an asset, not a liability, before that conversation starts.

Solo advisor or just launching? The Brand Sprint is built for you. →

/Packages(03)

Three paths forward

Choose the scope that matches where you want the brand to be in 6 months.

Tier 2

Starting at $16,000

12–14 weeks

Everything in Strategy + Identity, plus a full website designed and built to convert. Ideal for firms who want the complete picture — brand and digital presence — done together.

What's included

Everything in Strategy + Identity
Website strategy & wireframes
Custom website design (up to 8 pages)
Responsive development & CMS setup
SEO foundation & analytics
Social media templates & collateral

/Process(04)

How It Works

Strategic Foundation

We interview your team, map your competitive landscape, and build the positioning framework everything else sits on. No design happens until strategy is locked and approved by your whole team.

Weeks 1–4

Visual Identity

With strategy approved, we translate your positioning into a complete visual system — logo, color palette, typography, and a brand guidelines document your whole team can use immediately.

Weeks 5–8

Website & Digital

We design and build a website that turns your brand into a client-generating asset. Responsive, fast, built for your team to manage, and connected to your new positioning from day one.

Weeks 9–12

Handoff & Launch

You receive every asset, every file, every guideline. We walk your team through implementation and make sure everyone can explain the new brand clearly and confidently.

Week 13

/FAQ(05)

FAQ.

The most common questions from multi-advisor firms considering a rebrand.

How long does a full engagement take?

Typically 13 weeks from kickoff to final handoff. Strategy and positioning take the first 4 weeks, visual identity weeks 5–8, website and digital weeks 9–12, and final handoff in week 13. The Brand System + Launch Kit runs 16–20 weeks. Timeline can flex based on your team’s availability.

How do you handle multiple advisors with different opinions?

That’s exactly what this process is designed for. We run structured stakeholder interviews with each advisor separately, then synthesize findings into a positioning framework your whole team reviews together. Everyone gets a voice. One direction gets approved. No endless debates.

What if we only need a rebrand, not a new website?

Start with Strategy + Identity at $10,000. You’ll get complete positioning, messaging, and visual identity. You can hire any developer to build your website from our guidelines, or come back to us for the website phase when you’re ready.

Will this disrupt our day-to-day operations?

Minimal disruption. Your main commitments are the initial stakeholder interviews in week 1, a positioning review in week 4, and a visual identity review in week 7. Everything else happens asynchronously on your schedule.

Do you handle development or just design?

Both. Our Full Brand System and Brand System + Launch Kit include responsive development, CMS setup, and SEO foundation. If you choose Strategy + Identity only, we provide detailed specs so any developer can build from our guidelines.

What do we need to prepare before we start?

Nothing formal. We send a pre-engagement questionnaire one week before kickoff. The most important thing is having your key decision-makers available for the week 1 interviews. We handle the rest.

Your brand should match your firm.

Let's talk.

Book a 45-Min Call →