Engagement
E-2026
One engagement.
Three phases.
Strategy first.
The Engagement is how every brand and web project at FinArt runs. The diagnosis comes first. Positioning gets signed before design begins. Specialists build once the strategy is set. Most studios skip the order. We don’t.
Method
Strategy first. Design second.
Checkpoint
Positioning approved before any visual work begins.
Test
Cover Your Logo
Fees
Flat. Tied to value, never to hours.
Spec sheet
ENG-0715
The method
03 phases
P
01
Diagnose.
Before we design anything, we tell you what’s actually broken.
Five weeks
Most advisor brands fail the Cover Your Logo test before the meeting starts. The homepage describes financial planning, the about page describes the team. None of it describes the firm. Phase 01 produces a written verdict: what’s recoverable, what isn’t, and what the firm is actually competing on.
You walk away with
A Brand Strategy Roadmap and a three-month Action Plan, not a workshop summary.
Capabilities
Cover Your Logo Audit
Competitive Landscape Map
Stakeholder Interviews
Brand & Web Teardown
Target Client Pattern Analysis
Positioning Pressure Test
P
02
Position.
Strategy isn’t a deck. It’s a decision the firm has to be willing to make.
Two to three weeks
Phase 02 produces a one-page Positioning Brief. Who the firm is for. Who it isn’t for. What it stands for. How it talks. If leadership can’t agree on that one page, no design will fix it. So design doesn’t start until they can.
You walk away with
A signed Positioning Brief: the contract for everything that follows.
Capabilities
Positioning Statement
Messaging Architecture
Target Client Definition
Voice & Tone Principles
Named Methodology
Naming (where applicable)
P
03
Build.
The strategy becomes a system. Built by specialists. Directed by one strategist.
Seven to eight weeks
Phase 03 is where the identity, the website, and the messaging get made. I direct the work, with vetted, named partners: Framer specialists, writers, motion designers. One point of contact. A system that holds together. A website that ships.
You walk away with
A complete brand system and a Framer site that converts.
Capabilities
Visual Identity System
Logo & Wordmark
Typography & Color
Website Copy
Framer Website Build
Brand Guidelines
Strategic checkpoint
No visual work begins until positioning is approved. Cover the logo. If the homepage could belong to any RIA in America, the positioning has failed.
The partnership
Ongoing
O
01
Ongoing Partnership
A brand is a decision. Operating it is a discipline.
Most studios disappear at launch. That’s when a brand starts to fade. The Partnership keeps everything working: site maintenance and updates, a quarterly brand review, and the marketing that keeps leads coming. It runs the system you already built. It doesn’t sell you a new one.
You walk away with
A brand that compounds instead of one that fades after launch.
Capabilities
Quarterly Brand Reviews
Conversion & Web Audits
Website Maintenance & Updates
Content System Operations
Lead Capture Architecture
Funnel & Channel Oversight
Fractional CMO Direction
Next
Stop being interchangeable.
Start with a 30-minute call. I’ll tell you whether the engagement is right for you, or whether you need someone else. Either answer is honest.
Fig. CHILDFREE TRUST