Engagements

Two ways in

The Breakaway or the Flagship.

Two engagements, one method: turn your brand and website into a converting asset. Which one fits comes down to a single question. Are you still the only advisor in your firm?

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Side by side

Two engagements

One method. Sized to your firm.

Which one fits your firm.

The Breakaway is for advisors who are still the only advisor in the firm. The Flagship is for firms that have hired advisors past the founder.

What it does

The Breakaway

Puts who you already serve into words and turns it into a position, an identity and a site that gets you found.

The Flagship

Finds what is costing the firm clients, gets every decision maker behind one position, then builds the brand and site that close.

Timeline

The Breakaway

Six weeks to live. Ninety days to proof.

The Flagship

Twelve to sixteen weeks, in three phases.

Phases

The Breakaway

Diagnose, weeks 0 to 2. Decide, weeks 2 to 4. Build, weeks 4 to 6.

The Flagship

Diagnose, five weeks. Position, two to three weeks. Design and build, seven to eight weeks.

You walk away with

The Breakaway

A Baseline Scorecard, a one-page position, a full identity system, a five-page site with booking and analytics wired, and a brand file your AI tools can write from.

The Flagship

A Brand Strategy Roadmap and three-month Action Plan, a signed Positioning Brief, a complete visual identity, website copy and a full website build, and a brand file your AI tools can write from.

The words

The Breakaway

You write them, with a voice guide built from your own language and page drafts with your words already slotted in.

The Flagship

We write them. Website copy, messaging and voice are part of the work.

Your time

The Breakaway

Ten minutes of swiping, one 60-minute workshop, and written feedback within 48 hours at each checkpoint.

The Flagship

A live workshop with every decision maker, a one-hour roadmap check-in, and written feedback at each checkpoint.

Proof

The Breakaway

A Day-90 Results Review: your search terms, inquiry count and Google profile actions against the baseline.

The Flagship

Analytics and marketing reviewed before we start, so you can see what changed after launch.

After launch

The Breakaway

Support past Day 90 is optional, never assumed. Edit the site yourself, or add a maintenance package.

The Flagship

An optional ongoing partnership from launch: maintenance, quarterly brand reviews, and the marketing that keeps leads coming.

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.

Every engagement.

One flat fee, agreed first

Scoped to your firm, tied to value, never to hours. You know the full number in writing before anything starts.

Paid in milestones

A first payment at kickoff, the rest as phases are signed off and at launch. Nobody pays for the whole thing up front.

Positioning before design

No visual work begins until you approve the position in writing. If it isn’t right, we stop there and you keep the strategy.

Compliance, built into the timeline

Copy goes to your compliance team or broker-dealer before launch, and the schedule leaves room for their review.

Yours at the end

The identity files and the finished site are yours once the final payment is made.

Who does the work

I lead every project and do the design. Melinda Livsey, our brand strategist, works with me on positioning. Developers and specialists I direct build it, and nothing ships without my sign-off.

One point of contact

You deal with me the whole way. I was a financial advisor before I was a designer.

The math to take home

62% of an advisor’s new clients come from referrals (Kitces Research, 2026), and 96% of affluent prospects look an advisor up online even when they were referred (Wealthtender, 2025). At a 1% fee, one new $1 million household is about $10,000 a year for as long as they stay. Your math, not a promise.