Slogan
Personalized, Practical Financial Planning
What We Do
We collect and organized a client's financial data and assemble them into a comprehensive financial plan uniquely designed to allow them to reach their family's aspirations.
Color Preferences
Royal Blues or Kelly Greens for logo Darker greys for text. I'd like to see what the designers might think fits as well. I don't have a solid idea with respect to color.
Our Ideas & Additional Information
The main themes of Wealth is primary. The secondary theme of existing in the Dakotas, both north and south would be helpful. The clientele is likely to be located within one of the two states. The product being delivered is a document; the plan. It is in neighbor hood of 50 pages or more. It is given to the client and becomes their outline and map to their financial goals by the staff professionals.