Selected work ■ 2024
Stone Steps Financial
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The stated problem ■
“We need a refreshed brand identity and website that better reflects who we are and the life planning approach we take with clients.”
What we found ■
The firm’s brand looked like a traditional financial advisor even though their philosophy is life-planning first. The identity didn’t communicate their thoughtful, human-centered approach or the clarity and calm they bring to complex financial decisions.
The decision ■
We decided to center the entire brand around life planning and the idea of guiding clients step-by-step through life’s financial decisions. We chose a calm, refined visual system and avoided the typical “corporate finance” look — no aggressive finance imagery, no gimmicky marketing language, and no overly playful illustrations that could undermine trust.
What we built ■
A brand that communicates guidance, clarity, and trust — where the visual identity reflects a steady path forward and the website feels calm, confident, and human. The result is a brand experience that positions Stone Steps as a thoughtful life planning partner rather than just another investment manager.
Before ■
Traditional financial advisor messaging
After ■
Plan Wisely. Live Fully.
The work ■ 06
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