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 & brands for people pursuing an independent career:

• independent RIAs & accountants
• freelancers, creatives, consultants

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

45+ design projects completed since 2022

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Yarnway Wealth

Independent RIA for business owners

Project:

Web design & development

Yarnway Wealth

Independent RIA for business owners

Published September 2022

Project:

Web design & development

Floating navigation creation

CAMP WEALTH

Financial planner for high-earning millennials

Project:

Website design & development

Logo & brand design

CTA strategy & development

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

Purpose built

Financial planner for solopreneurs

Project:

Website design & development

eBook design & creation

Wordpress migration

FULLY FINANCIAL

Project:

Website design & development

Transparent, floating navigation creation

ASCENT FINANCIAL

Independent RIA for pre-retirees

Project:

Full website design & development

Asset & graphic design

FMG Suite migration

OLson FP

Financial planner for physicians

Project:

Website design & development

Intake strategy & chatbot creation

CTA strategy & development

Case study development

Brand redesign

PROPATH FINANCIAL

Independent RIA for health enthusiasts

Project:

Content library design & build

Web design & development

TwentyOverTen migration

Copywriting assistance

Thomas kopelman

Personal website

Project:

Web design & development

WordPress Migration

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

Independent, Flat-Fee RIA

Published Spring 2023

Project:

Web design & development

WordPress migration

Blog migration

Copywriting assistance

Floating navigation creation

Align Wealth

Financial planner for chiropractors

Project:

Website redesign

Additional page(s) strategy & development

CTA strategy & development

Society of advice

A membership for entrepreneurs that give advice for a living

Project:

Landing page design & development

Custom graphic design

CTA strategy

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

For finance-focused brands

Project:

Podcast cover design

Multiple samples each

*Included in website projects, not offered as a service

ALLSTREET WEALTH

Independent RIA for business owners

Published September 2021

Project:

Web design & development

Brand design

Copywriting

PASHMAN FINANCIAL

RIA for sales & tech professionals

Project:

Website design & development

Custom Linktree replacement

Copywriting

Asset design

Lake | Water Capital

Project:

Web design & development

Brand & logo design samples

LONG LIVE TWITTER

A twitter-themed personal wesbite template

Project:

Website design & development

AKTA VIBES

Personal website for YouTuber / creator

Project:

Website redesign & touchups

INTERLAKE CAPITAL

Independent RIA for employers & private clients

Project:

Web design & development

Website migration

COMING SOON

Independent RIA for young investors

Project:

Web design & development

Copywriting assistance

CREATORBREAD

Blog + newsletter for creatives

Scrolling bar implemented Fall 2022

Project:

Web design & development

Brand design

Copywriting

The Fellowship

by Carl Richards

Project:

Landing page design & development

Custom graphic design

linktree replacement

For Thomas Kopelman

Published April 2023

Project:

Landing page design

Custom intake form development

OMNIA WEALTH

Project:

Website design & development

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

WELA ADVISORS

Independent RIA based in Texas

Project:

Website design & development

CTA strategy & development

2.0 Financial

Independent RIA for millennial travelers

Completed in Fall 2021

Project:

Web design & development

KINETIX FP

Financial planner for business owners & tech professionals

Project:

Website design & development

Copywriting assistance

CTA strategy

TREYTON.com

My personal website

Scrolling bar implemented Winter 2022

Project:

Web design & development

Copywriting

Brand design

Frankly Finances

Independent RIA focused on investor advocacy

Spring 2022

Project:

Web design & development

CONVERTING ATTENTION

This website

Typing text implemented Feb 2023

Project:

Web design & development

Copywriting

Brand design

SYNCHRONOUS WEALTH

Independent RIA

Project:

Web design & development

Copywriting

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

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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