For Mitch Hamer
You went through a rebrand. It didn't land. Not because the design was wrong — because the positioning and messaging weren't figured out first. You already know this. It's why the site still doesn't sound like what Intersecting Wealth actually is.
That's the only problem we solve. Strategy before design. Positioning locked before a single visual decision gets made. We built a prototype of your firm to prove we understand what you're built around — the multigenerational intersection, the clients no one else is speaking to directly. The design follows the thinking. Not the other way around.
This page is the full picture — the prototype we built, the proposal behind it, and exactly what it costs. Look at it and decide. No pressure, no follow-up cadence. Just an honest answer when you're ready.
We exist to bring together comprehensive financial planning and institutional-grade portfolio strategy — for clients navigating the moment when their own wealth intersects with their family's.
Learn MoreWe work with high earners at the intersection of their own wealth and their family's.
Navigate your first real wealth event
You're a high-income professional facing equity vesting, a liquidity moment, or a sudden jump in financial complexity. You need a plan that matches the scale.
Coordinate two portfolios under one strategy
You're an executive balancing equity compensation and family inheritance — two portfolios that most advisors would manage in silos. We don't.
Align business exit with parental estate timing
You're an entrepreneur where one wrong move compounds across generations. Your exit timeline and your parents' estate plan need to work together.
Build on what you've inherited
You're an heir who wants strategy, not just a handoff. A plan that integrates what you've received with what you're building on your own.
Comprehensive Financial Planning
Your income, equity, real estate, taxes, insurance, and long-range goals — modeled together. Not segmented across three different advisors.
Sophisticated Portfolio Strategy
An options overlay approach that manages downside risk and preserves capital. Institutional-grade thinking that most private clients never access.
Multigenerational Coordination
When your parents' estate enters the picture, you don't start over. We already know your full financial picture. We extend it.
This was built before you asked. We'll get you a real photo too. The AI one was admittedly terrifying.
← See the full prototypeThat's what Intersecting Wealth could sound like.
Here's what it takes to build it for real.
Proposal
01What the next chapterlooks like.And what it costs to build it right.
Three options. One recommended. All built around the same strategic foundation and custom execution — the difference is depth.
Engagement Options
02Three tiers. One process.
Every tier gets the same strategic foundation and custom execution. The difference is how deep we go in identity exploration and how much of the brand system gets built out at launch.
The full engagement, built around one clear direction. We do the positioning work, develop a single identity system we believe in, and build the website. One path, executed well.
One direction means we've done the strategic work to know which direction is right. This isn't a limitation — it's a commitment.
Everything in Tier 01, plus a second identity direction. More exploration in the visual system means more confidence in what you choose — and a stronger foundation for the years ahead.
The extra $6K buys a second direction and the email template system. Most clients find the second direction alone worth it — it changes how the final choice feels.
The complete package. Every client-facing touchpoint aligned under one system. Built to hand off and actually use — not file away.
Built for a solo advisor who needs every touchpoint working — not a sprawling collateral suite, but everything a prospect will actually see before they book a call.
How It Works
03Strategy first.
Design second.
Every engagement runs the same three phases. Nothing gets built until the phase before it is approved.
Positioning work before anything gets designed. We map the competitive landscape, define who Intersecting Wealth is actually built for, and produce a positioning statement, messaging framework, and brand voice document. Strategy is approved at a formal checkpoint before Phase 02 begins. Nothing gets designed without that sign-off.
Logo system, color palette, typography, and the visual language that makes the firm look as good as it actually is. Tier 01 presents one direction. Tiers 02 and 03 present two. Either way, the direction we show is the one we believe in — the process isn't about options, it's about confidence.
Custom Framer build. New homepage architecture built around the positioning from Phase 01. Copy that filters the right prospects in. Visual execution from Phase 02. Tier 02 adds an email template system. Tier 03 adds a LinkedIn brand kit, a client-facing one-pager, and a brand voice document.
How We Work Together
04No surprises.
No lock-in.
Flat project fee, phase-gated milestones, full ownership at the end.
Flat project fee. You know the number before we start. No surprises.
Each phase requires sign-off before the next begins. You're never locked into a direction you didn't approve.
25% to reserve your spot. 25% to start. 25% at identity approval. 25% at launch. Tied to milestones, not a calendar.
Everything built in Framer is yours. No proprietary lock-in. No ongoing platform fees beyond what Framer charges directly.
Next Step
05The work is ready.When you are.
You've seen what Intersecting Wealth could sound like. This is what it takes to build it properly — and make it hold up, this time.
Questions, reactions, pushback — all of it is useful. Book a call and we'll walk through whichever tier makes the most sense for where you're headed.