Industry: Financial Services
Company: Emerging Wealth Planning
Type of Work: Web Design / Logo Design
Emerging Wealth Planning is a fee-only financial advisory firm that helps real people figure out how to manage their finances on a day to day basis.
The Challenge
Mark with Emerging Wealth Planning was in need of a simplistic website that not only provided details about his financial planning services, but also allowed him to gather user contact information.
The added hurdle of financial service guidelines and restrictions made this project extra challenging.
The Unbound Solution
To help Mark and EWP get what they needed out of a website, while still following the rules, Unbound Web Design put together a minimal, yet smooth WordPress site design and a brand new logo.
The Results
The resulting site is simple and to the point, without breaking any financial services rules.
“Working with Unbound Web Design could not have been a better experience. Transitioning to a new business owner is already stressful enough, so I was initially very overwhelmed with the thought of having to create a website for my company. As soon as I first spoke with Tara, I knew that I was in the right hands and that she would take care of me. Tara listened to the direction I wanted to go with my logo and website and quickly brought it together. I am so pleased with my website and receive comments daily about how much others enjoy it as well. My compliance partner went as far as stating that my website was the best site he has seen for startup financial advisory firm. The was all due to the amazing work of Unbound Web Design. I have already referred a friend and will continue to do so in the future.” – Mark Gladney