Every program starts the same way: I find what makes your firm worth choosing and put it in writing. Pick the one that fits where your firm is now.
See your firm the way a prospect does.
A sharp, ready brand in two weeks, built around what makes you different.
Need a website too? The Website add-on builds up to five pages in your new identity, live four weeks after the Sprint.
Find the one thing, then rebuild the brand and website around it.
Keeps your brand current and consistent as you grow.
Not sure which one? Start with the free audit →
Use any AI. Sound like your firm.
The Firm File is a set of documents about your firm. Give it to ChatGPT or Claude, and everything they write sounds like you.
Comes with the Flagship and the Identity Sprint.
Tells every AI which files to read for each job, and that everything still goes to compliance.
Example: When the two disagree with an old PDF, a Canva file, or the live website, this folder wins.
Who the firm is for, in the words those people use about themselves.
Example: Nebraska farm couples in their sixties who are selling, leasing, or passing on land.
The words you use, the words you never use, and why.
Example: Never say “peace of mind”. Every competitor says it. It proves nothing.
Your compliance rules in writing, so drafts start inside the lines.
Example: Never promise a tax result. Say “may reduce taxes, depending on your situation.”
Every fact, number, and credential your AI is allowed to use. Nothing else.
Example: Only facts in this file may be used. If it isn’t here, write [NEEDS PROOF].
Your colors and type, each with a use, a never, and a why.
Example: Wheat: one highlight per page. Never body text. Harvest light, used sparingly so it means something.
Every version of the logo, and where each one goes.
Example: Never stretch it, recolor it, or place it on a busy photo.
The reasoning behind the brand, so new situations get decided the same way.
Example: Headline names the reader. Farmers didn’t see themselves in “high net worth.”
What your imagery looks like, and what it never looks like.
Example: If it could be any other firm’s photo, it’s wrong.
Tested prompts for your image tools, so every picture follows the art direction.
Questions.
14 to 16 weeks, in three steps: find it, say it, show it. No design starts until you approve the words.
The site is the first piece. The support after it is the rest: updates, maintenance, someone to call. That’s the Retainer, and it starts the day you launch.
Flat. Scoped to your firm, tied to value, never to hours. You’ll know the number before anything begins.
You don’t have to know. That’s what the first call is for. We look at your site together, I tell you what I’d fix first, and you leave knowing what you actually need, whether you hire me or not.
The Flagship is built for firms that have hired advisors past the founder. If you’re still the only advisor, start with the Identity Sprint, and add the website when you’re ready.
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Show me where I stand
30 minutes. I’ll walk you through what prospects see and where they drop off.