4-Week Brand Sprint
Accepting new clients for Q2 2026
Brand Sprint in 4 Weeks
Transform how financial advisors see you in 4 weeks. Get the visual identity that attracts the right clients.
Let's Get Started/Proof(01)
★★★★★
"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!
Hark Financial Planning
4
Week Sprint
~2h
Your Time Total
100%
Brand Ownership
★★★★★
"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!
Behavior Gap
★★★★★
"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.
Sedai Wealth
20+
Advisors Branded
★★★★★
"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.
Beyond the Plan
/Audience(02)
Who It's For
This is for independent financial advisors—either brand new or established—who are ready to stand out and build a memorable brand that attracts the right clients. You're tired of blending in, and you know a stronger brand will help you grow.
✓Solo advisor or principal at your firm
✓Want a clear, cohesive brand in 4 weeks
✓Not trying to build consensus across a large team
✓Ready to show up differently in your market
Not for everyone
If you have multiple advisors with different opinions, we recommend our Full Brand System instead, where your whole team shapes positioning together.
/Packages(03)
Which Package Is Right for Me?
What's your next step?
Visual Identity
$4,000
Positioning, messaging, logo, colors, and typography.
VI + Web Design
$7,500
Everything in VI plus web design wireframes and copy strategy.
/ROI(04)
Your Brand Should Pay for Itself.
Most solo advisors need just 1 new client to cover the entire sprint. With a sharper brand attracting the right prospects — could you land one more this year?
Flat FeeAUM
/Process(05)
How It Works
WEEK 1
Discovery & Strategy
You complete the positioning questionnaire. We conduct a 1-hour discovery call (recorded with Granola for reference). We synthesize everything into a clear positioning strategy and framework.
WEEK 2
Messaging & Brand Direction
We deliver your positioning statement, messaging framework, and logo (colors, typography, visual style). You review and provide feedback asynchronously.
WEEK 3
Refinement
We refine based on your input. You approve final positioning, messaging, and logo. Everything gets documented in your brand guidelines.
WEEK 4
Handoff & Launch
You receive your complete brand system—positioning statement, messaging guide, visual identity specifications, and implementation roadmap. You're ready to implement.
After the Sprint
You'll receive your complete brand system with a detailed implementation roadmap. We'll guide you through next steps and introduce you to our development partner if you need website design or development.
/FAQ(06)
Frequently Asked
FAQ.
Got questions? We've answered the most common ones below. Can't find what you're looking for? Reach out.
Is this for me if I have multiple advisors?
No. If you have 2+ advisors, the Design Sprint won't work because your team will have different opinions on positioning. We recommend the Full Brand System instead, where your whole team shapes the positioning together.
What's the difference between "visual identity" and "web design"?
Visual identity is your positioning, messaging, logo, colors, and typography—the foundation. Web design is applying that to your website through wireframes and copy strategy. You can do visual identity only and hire any designer or developer. Or you can add web design and we'll create the full website strategy.
What's the difference between "web design" and "development"?
Design is the strategy, wireframes, and copy. Development is building and launching the actual website. We handle design. If you want the website built, we'll introduce you to our development partner and they'll handle that piece.
Can I start with visual identity and add web design later?
Absolutely. Many clients start with visual identity, implement it, then come back for web design. We'll have everything documented so it flows seamlessly.
Who builds the website if I choose web design?
We design it. Once you approve the design, we introduce you to Colton at Slices Design. He reviews our specs and provides a separate quote and timeline. You work directly with him on the build.
How much time do I need to invest?
About 2 hours total. Your main commitment is a 1-hour discovery call in Week 1, plus a brief feedback session in Week 3. The rest is asynchronous—you review deliverables on your schedule.
Can I implement this myself, or do I need a designer?
You can implement most of it yourself with the visual identity option. We provide a complete roadmap with specific steps for your website, LinkedIn, business cards, and other touchpoints. For website updates, you can work with a developer or designer—our guidelines make it straightforward.
Do I own the brand I create?
Yes, 100%. Everything—your positioning, messaging, brand guidelines, visual direction—is yours to own and use however you want.
What if I need changes after the sprint ends?
The sprint is complete as-is. If you want ongoing refinement or additional work, we can discuss that separately. Most clients feel good rolling with what they have.
Pricing Breakdown
| Package | Cost | Timeline |
|---|---|---|
| Visual Identity | $4,000 | 4 weeks |
| VI + Web Design | $7,500 | 4 weeks |