The breakaway
b-2026
Six weeks.
One direction.
Built for the only advisor in the firm.
The Breakaway is for advisors who are still the only advisor in the firm. You know who you serve. Six weeks puts it into words and turns it into a converting asset: a position, an identity, and a site that gets you found. One direction. Scoped to your firm.
Method
A converting asset in six weeks.
Checkpoint
You swipe. I check what you picked against your position before design starts.
Test
Cover Your Logo
Feedback
Ten minutes of swiping, one 60-minute call, and written replies within 48 hours. A missed window slides delivery a week.
Spec sheet
SPR-0804
The breakaway
03 phases + proof
P
01
Diagnose.
First we measure everything. Then we find the open lane.
Weeks 00 to 02
Most solo firms look like every other advisor in their zip code. So we start with your numbers: where you rank for your name and your niche, what AI answers say about your market, what your Google profile shows, and how many inquiries your site produces a month. That is your before, in writing. You also spend ten minutes on your phone swiping through real palettes, type and logos, so I know what you like before we talk. Then I scan five competitors in your market, and one workshop lands your position.
You walk away with
The Baseline Scorecard, your brand read, and a one-page position: your before in writing, who you serve, who you don’t, and the searches you should win.
Capabilities
Intake & Swipe Deck
Search & AI Visibility Check
Google Profile Review
The Baseline Scorecard
Five-Firm Field Scan
60-Minute Workshop
Positioning One-Pager
P
02
Decide.
You already chose the direction. Now I build it.
Weeks 02 to 04
By now you have chosen the direction, and we checked it against your position in the workshop. Phase two is me building it. One concept, one revision round. You approve it in writing and we move to the site.
You walk away with
A full identity system: logo, typography, color, brand guidelines, and the Figma file. Plus a one-page cheat sheet and a brand file you can hand to ChatGPT or Claude so it writes in your brand.
Capabilities
Logo System
Typography & Color
Brand Guidelines
Figma File
Brand Cheat Sheet
AI Brand File
P
03
Build.
Your site, live in week six. I design it. A build partner I direct builds it.
Weeks 04 to 06.
I design your site in your identity, up to five pages: Home, About, Services, Get Started, Contact. A build partner I direct builds it on their platform, and I sign off before it goes live. The booking path, lead capture and analytics are wired and tested before launch, because Day 90 depends on them. You write the words. I give you a voice guide built from your own language, and page drafts with your words already slotted in. You fill in frames, not blank pages. SEO and AI-search setup is a priced add-on.
You walk away with
A five-page site, designed by me, in your voice, ready to be found.
Capabilities
Site Design & Build
Up to Five Pages
Your Identity On Every Page
Voice & Tone Guide
Pre-Filled Page Drafts
Booking Path & Lead Capture
Analytics, Wired & Tested
SEO & AI-Search Add-on
D
90
The Results Review.
Ninety days after launch, we open the scorecard again.
Day 90 · Included
One call and a before-and-after report against your baseline. Bookings started, calls and Google profile actions, search impressions on the searches we set out to win, inquiries tracked against your before. No invented numbers, and no promises about rankings. Just what changed, measured. It is also the moment we decide together whether ongoing support makes sense: the site is the first piece, and by day 90 you can see whether you want the rest.
You walk away with
The Day-90 Results Review: proof, not promises.
Capabilities
Before & After Report
One Review Call
Your Search Terms, Tracked
Inquiry Count vs Baseline
Google Profile Actions
Next-Step Recommendation
The fence
Built for advisors who are still the only advisor in the firm. Whether you just broke away or you have been solo for twenty years. Not a smaller version of the Flagship. A different product for a different stage. If you only need the identity, the Identity Sprint is that phase on its own. Start there and come back within 90 days, and the $2,750 comes off the Breakaway.
Not included
By design
X
07
What the Breakaway is not
Six weeks buys focus. It does not buy everything.
The scope holds, and so does the number you agree to. One concept. One direction. One revision. If you need more than that, you need the flagship, and that is a different conversation.
Available after the breakaway
A retainer, priced separately. The site is the first piece. The support after it is the rest: updates, maintenance, someone to call. The sprint ends. It does not become a retainer unless you ask for one.
Not included
Client Interviews
Page-by-page messaging
Custom Design Exploration
Pages Past Five
Photography Direction
Copywriting
Naming
Questions.
01
It depends on your firm. Scoped to what you need and the size of your practice, tied to value, never to hours. You know the full number before we start. If you did the Identity Sprint in the last 90 days, the $2,750 comes off.
02
Your site is live, and the Day-90 Results Review is already on the calendar. Ninety days after launch we open the scorecard: your search terms, inquiry count against baseline, the before and after report. Support past that is optional, never assumed.
03
I have advisors on my team now. Is this still for me?
Probably not, and that’s by design. The Breakaway is built for firms where you are still the only advisor. Once you have hired advisors past yourself, the Flagship is the same thinking scoped to a firm with a team.
04
Who builds the website?
I design it. A build partner I direct builds it on their platform, and nothing goes live until I sign off. You deal with me the whole way. Custom design past the five pages is what the Flagship is for.
05
You launch with up to five, ready to be found. Client interviews, page by page messaging, more pages, photography, copywriting, and naming are all available after the Breakaway, once the Results Review says what’s worth doing next.
06
Ten minutes of swiping in week one, one 60-minute workshop, and written feedback within 48 hours at each checkpoint. A missed window slides delivery. Six weeks only stays six weeks if decisions keep moving.
Next
Built for where you are.
Start with a 30-minute call with a former advisor. If the Breakaway fits, I send the agreement and the first invoice, and delivery starts on the next open slot. If your firm has outgrown it, I will point you to the flagship. Either way you leave with an answer.
Fig. NEAT FINANCIAL PLANNING
