Built for advisors who need to look established now, not after a four-month rebrand.
A ready brand in two weeks, built on what makes you different.
“Josh not only has a creative eye for brand design and brand positioning, but he was very thoughtful in the redesign process he took Fallbrook FI through. Fallbrook FI’s brand and website are now strong and cohesive.”
Ask most advisors what they want their brand to look like and you get “professional,” or a long pause. I get it. I was one. You can explain a client’s whole situation in one breath, but nobody ever taught you the words for fonts and colors.
So I made it easier. You swipe through real logos, colors and type for ten minutes, keep what feels like you and toss what doesn’t. I read the pattern, we get on a call, and two weeks later you have a logo, your colors, and a page of notes on how you talk. Hand that page to ChatGPT or Claude and it starts writing like you.
Here’s what you walk away with.
Built from the Fallbrook FI brand I designed. See the full project →
Families who feel like they should be doing more with their money, and aren’t sure what.
We organize the picture, name the moves, and do the work.
“Built by a planner, not a salesperson.”
A 60-page pdf
Products to sell you
Your brand, written down
A small folder that tells ChatGPT and Claude how your firm talks, so what they write sounds like you.
- Who you serve and what makes you different
- How you talk, and the phrases you’d never use
- Anything we don’t know yet is marked, so the AI never makes it up
Your logo and look
Your logo, colors and fonts in one short guide, so everything anyone makes for you looks like the same firm.
- A main logo, a second version, and a small mark
- Your colors with their codes, and two fonts
- A pattern, mockups, a favicon, and profile pictures
Fee-only planning for families who are doing well and wondering if they’re doing it right.
Fallbrook FI
Fee-only · Flat fees · Clovis, California
Devin Watts, CFP®
Fallbrook FI
Book a 30-minute intro call
Your profiles, already written
The places people check before they call you, written in your voice and ready to paste.
- Your directory listing and Google Business Profile
- Your LinkedIn headline and about section
- Your email signature, all saved in your Firm File
A clear niche makes every referral cheaper.
is what a firm with a clear niche spends to win a dollar from referrals. Without one, it’s $0.23. Same referrals, almost four times the cost.
Your Firm File starts with who you serve. That’s your niche, written down.
Kitces Research, How Financial Planners Actually Market Their Services, 2026
Here’s how the two weeks go.
That’s the whole price. You pay once, and it holds one of four spots in the next group.
Need a website too? Add the Website add-on: up to five pages in your new identity, live four weeks after the Sprint.
We set your start date and go over your firm before anything is designed.
I was an advisor first.
This started in a conversation with Justin Castelli, RLP®, CFP®. We were talking about how to make my process easier for advisors who aren’t ready for a full rebrand. Every app that ever made something easier boiled it down to one move, so I said it out loud: what if you just swiped through what you like? I picked every card in the deck myself, and the logos below are firms I’ve designed for.
Give it ten minutes.
Swipe through the deck on your phone or laptop. If you like what you see at the end, book a call and we’ll talk.
Need a website? That’s the Website add-on. Need a new name or a few designs to choose from? That’s the Flagship.
FinArt Studio. Everything’s drawn by hand.