Proposal

F-2026

Mokan Wealth

Web Design Proposal for

Strategy First.

ahhh shit. here A brand that satisfies, not just one that exists. Visuals that communicate trust and expertise instantly. A website that works as hard as you do—converting visitors into clients.

PROPOSAL FOR

Darren Doan

PREPARED BY

The FinArtist

DATE

VALID UNTIL

The Problem

02

Overview

Before we touch design, we need to fix what’s broken:

P 01

Unclear Brand Identity

Unclear Brand Identity

Your brand doesn't fully capture your expertise and the unique value you bring to clients, making it harder to stand out in a crowded market.

P 02

Inconsistent Visuals

Inconsistent Visuals

Different colors, fonts, and styles across your materials create confusion and dilute your professional image.

P 03

ebsite Doesn't Convert

ebsite Doesn't Convert

Your current site may look decent, but it's not strategically designed to turn visitors into qualified leads and clients.

Scope of Work

03 PHASES

Scope of Work

A complete positioning and brand system built in three phases.

P

01

Strategic Foundation

3-4 Weeks

1.1

Discovery & Research

Discovery & Research

  • Stakeholder interviews

  • Competitor analysis

  • Target audience research

  • Brand audit

1.2

Brand Strategy

Brand Strategy

  • Brand positioning framework

  • Messaging architecture

  • Value proposition development

1.3

Visual Identity

Visual Identity

  • Logo design & variations

  • Color palette & typography

  • Brand guidelines documentation

P

02

Phase 2: Strategic Foundation

3-4 Weeks

2.1

Website Strategy

Website Strategy

  • Information architecture

  • User flow mapping

  • Content strategy

2.2

UI/UX Design

UI/UX Design

  • Wireframes & prototypes

  • Visual design mockups

  • Responsive design system

2.3

Development

Development

  • Frontend development

  • CMS integration

  • Performance optimization

P

03

Phase 3: Support

3-4 Weeks

3.1

Testing & QA

Testing & QA

  • Cross-browser testing

  • Mobile responsiveness

  • Performance testing

3.2

Launch & Training

Launch & Training

  • Site deployment

  • CMS training

  • Documentation handoff

3.3

Ongoing Support

Ongoing Support

  • 30-day support period

  • Bug fixes & adjustments

  • Maintenance options

Why This Matters

04

Why This Approach Matters

Your brand is often the first impression potential clients have of your firm. In wealth management, trust is everything—and trust begins with perception. A cohesive, professional brand identity signals competence, stability, and attention to detail.

The Gap:

  • 1

  • 2

  • 3


What this project does for you:

Extracts your actual positioning. What makes Mokan different? What's the truth about how you compete that competitors won't say? We identify exactly what you can own

Result:

Referrals convert faster. Better-fit prospects. Higher confidence in your positioning. You maintain your pricing because the value is clear.

Investment

05

Investment & Terms

TOTAL INVESTMENT

$123

PAYMENT TERMS

1—/100

TIMELINE

11 WEEKS

Next

06

Ready to Move Forward?

Select an option below to take the next step.

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I Approve This Proposal

I Approve This Proposal

By clicking approve, you’re confirming this contract. I’ll reach out with the first invoice and onboarding email.