SOME OF MY WORK

i started designing & building websites out of necessity. when i started my business i couldn't afford to hire someone, so i taught myself. then, i fell in love with the process.

now, i design & build websites for people pursuing an independent career:

• independent RIAs & accountants
• freelancers, creatives, consultants

→ for firms, websites start at 6,000
→ for personal brands; 3,000

50+ design projects completed since 2022

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yarnway wealth preview

Yarnway Wealth

Independent RIA for business owners

Project:

Web design & development

allstreet wealth preview

ALLSTREET WEALTH

Independent RIA for business owners

Published September 2021

Project:

Web design & development

Typing text implementation

Brand design

Copywriting

rachael camp wealth preview

CAMP WEALTH

Financial planner for high-earning millennials

Project:

Website design & development

Logo & brand design

CTA strategy & development

baskin financial planning preview

BASKIN FP

Independent RIA for military families & veteran business owners

Project:

Full website design & development

Podcast & blog library design

Asset & graphic design

Copywriting assistance

Podcast cover design

Wix migration

white line

FULLY FINANCIAL

Project:

Website design & development

Transparent, floating navigation creation

brownlee wealth management preview

Brownlee Wealth

Independent RIA for oil & gas professionals

Project:

Niche-specific company landing pages

Full website design & development

Podcast & blog library design

Asset & graphic design

Copywriting assistance

Wordpress migration

lake water capital preview

Lake | Water Capital

Project:

Web design & development

Brand & logo design samples

creatorbread preview

CREATORBREAD

Blog + newsletter for creatives

Scrolling bar implemented Fall 2022

Project:

Web design & development

Brand design

Copywriting

physician cents brand and site preview

PHYSICIAN CENTS

A personal finance podcast

Project:

Web design & development

Podcast cover design

Logo design

fiat wealth management home page preview

FIAT WM

An independent RIA for retirees

Project:

Web design & development

Content library creation

Squarespace migration

olsonfp site preview

OLson FP

Financial planner for physicians

Project:

Website design & development

Intake strategy & chatbot creation

CTA strategy & development

Case study development

Brand redesign

ascent financial website preview

ASCENT FINANCIAL

Independent RIA for pre-retirees

Project:

Full website design & development

Asset & graphic design

FMG Suite migration

yarnway wealth preview

Yarnway Wealth

scroll to preview

Independent RIA for business owners

Published September 2022

Project:

Web design & development

Floating navigation creation

align wealth preview

Align Wealth

Financial planner for chiropractors

Project:

Website redesign

Additional page(s) strategy & development

CTA strategy & development

elitewm preview

Elite wealth

Independent RIA

Project start-to-finish: 28 days

Project:

Full website design & development

TwentyOverTen migration

Asset & graphic design

purposebuilt fs preview

Purpose built

Financial planner for solopreneurs

Project:

Website design & development

eBook design & creation

Wordpress migration

propath financial preview

PROPATH FINANCIAL

Independent RIA for health enthusiasts

Project:

Content library design & build

Web design & development

TwentyOverTen migration

Copywriting assistance

thomas kopelman preview

Thomas kopelman

Personal website

Project:

Web design & development

WordPress Migration

allstreet academy ads and sweatshirt

ALLSTREET ACADEMY

An online financial education course

Project:

Video editing

Student merch design

Course outline & creation

Ad creative & brand design

Website design & development

meredith wealth planning preview

MEREDITH WEALTH

Independent, Flat-Fee RIA

Published Spring 2023

Project:

Web design & development

WordPress migration

Blog migration

Copywriting assistance

Floating navigation creation

the membership preview

Society of advice

A membership for entrepreneurs that give advice for a living

Project:

Landing page design & development

Custom graphic design

CTA strategy

mbamdcpas preview

Allmon, DiBernardo & Associates

Boutique CPA firm for financially successful individuals & families

Project:

Website design & development

Copywriting

Call-to-action strategy

Custom intake form strategy & development

podcast covers

Podcast covers

For finance-focused brands

Project:

Podcast cover design

Multiple samples each

*Included in website projects, not offered as a service

pashman financial preview

PASHMAN FINANCIAL

RIA for sales & tech professionals

Project:

Website design & development

Custom Linktree replacement

Copywriting

Asset design

get a good website
long live twitter personal website preview

LONG LIVE TWITTER

A twitter-themed personal wesbite template

Project:

Website design & development

akta vibes website preview

AKTA VIBES

Personal website for YouTuber / creator

Project:

Website redesign & touchups

interlake capital management website

INTERLAKE CAPITAL

Independent RIA for employers & private clients

Project:

Web design & development

Website migration

decades wealth management website preview

COMING SOON

Independent RIA for young investors

Project:

Web design & development

Copywriting assistance

the 21 declarations preview

The Fellowship

by Carl Richards

Project:

Landing page design & development

Custom graphic design

thomas kopelman link in bio website preview

linktree replacement

For Thomas Kopelman

Published April 2023

Project:

Landing page design

Custom intake form development

omniawm preview

OMNIA WEALTH

Project:

Website design & development

the one page financial plan preview

the One-page
Financial Plan

A simple Notion landing page for The One-Page Financial Plan by Carl Richards

Project:

Landing page design & development

Custom graphic design

welafa site preview

WELA ADVISORS

Independent RIA based in Texas

Project:

Website design & development

CTA strategy & development

2point0 financial site preview

2.0 Financial

Independent RIA for millennial travelers

Completed in Fall 2021

Project:

Web design & development

get a good website
kinetixfp preview

KINETIX FP

Financial planner for business owners & tech professionals

Project:

Website design & development

Copywriting assistance

CTA strategy

treyton.com site preview

TREYTON.com

My personal website

Scrolling bar implemented Winter 2022

Project:

Web design & development

Copywriting

Brand design

frankly finances preview

Frankly Finances

Independent RIA focused on investor advocacy

Spring 2022

Project:

Web design & development

converting attention site preview

CONVERTING ATTENTION

This website

Typing text implemented Feb 2023

Project:

Web design & development

Copywriting

Brand design

synchronous site preview

SYNCHRONOUS WEALTH

Independent RIA

Project:

Web design & development

Copywriting

cdaa site preview

Certified digital asset advisor

A designation & community for advisors

Winter 2021

*current site has unformatted additions which were not part of the initial design & development by Converting Attention

Project:

Web design & development

Copywriting

Brand design

site preview

PLANNERDAO

A community of forward-thinking professionals

Winter 2021

*current site has unformatted additions which were not part of the initial design & development by Converting Attention

Project:

Web design & development

Copywriting

Brand design

FREQUENTLY ASKED QUESTIONS

Do I (the advisor) have ownership of the website?

Yes! After completion, ownership is transferred to you and I no longer have access to the site.

Are there any other fees?

Nope! Other than the website provider's monthly ($29) or annual ($276) platform fee - which includes site hosting, SSL certificate, CMS, Forms, and more - website builds start at $6,000 and increase based on number of pages and complexity.

A final quote will be provided after our Discovery Call.

If client design requests require additional tools to be built into the site, such as plugins or membership features, the client absorbs the cost of the tool.

A MODERN (financial) DESIGN STUDIO
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