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 pick a direction. I confirm it fits before design starts.
Test
Cover Your Logo
Feedback
You reply within 48 hours, in writing. 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. Then I scan five competitors in your market, and one workshop lands your position.
You walk away with
The Baseline Scorecard and a one-page position: your before in writing, who you serve, who you don’t, and the searches you should win.
Capabilities
Intake Questionnaire
Search & AI Visibility Check
Google Profile Review
The Baseline Scorecard
Five-Firm Field Scan
60-Minute Workshop
Positioning One-Pager
P
02
Decide.
You pick the direction. I check it against the lane.
Weeks 02 to 04
You get ten moodboards, each arguing a different direction. You pick one and tell me why. We confirm the fit on a 30-minute call. If your pick fights your position, I say so. Then I build the identity: one concept, one revision round.
You walk away with
A full identity system. Logo, typography, color, brand guidelines, and the Figma file.
Capabilities
Ten Moodboards
30-Minute Confirm Call
Logo System
Typography & Color
Brand Guidelines
Figma File
P
03
Build.
Your site, live in week six. One excellent template, dressed in your identity.
Weeks 04 to 06.
Your site starts from the proven Breakaway template. Up to five pages: Home, About, Services, Get Started, Contact. 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, in your voice, ready to be found.
Capabilities
Proven Site Template
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.
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
Custom Web Design
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.
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
Yes. One proven template, chosen on purpose. Six weeks and one price only work when the structure is already excellent. Your positioning, identity, and voice are what make it yours. Custom design is what the Flagship is for.
05
You launch with up to five, ready to be found. Client interviews, page by page messaging, custom design, photography, copywriting, and naming are all available after the Breakaway, once the Results Review says what’s worth doing next.
06
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
