Redwood Advisory Group
Client’s Key Objective: Establish a customizable website that immediately
resonates with the firm’s ideal clients while reflecting the firm’s values
Overview
With over 25 years of financial experience, Steven Loerke launched his own independent advisory firm to help clients navigate complex financial decisions via fully integrated financial plans powered his unique goals-based approach.
As his firm expanded and client specialization narrowed, Steven was eager to expand his brand awareness, share his expertise, and introduce how he can help clients approaching retirement or recently retired via a website as custom as his own services.
Beyond sharing information about his services and process, Steven wanted a website that seamlessly incorporates his webinar, blog, and email marketing content while also making it as easy as possible for visitors to book an appointment.
Services
High-touch financial plans incorporating retirement, investments, taxes, & legacy planning
Niche
Individuals & families within 10 years of retirement interested in personalized income strategies
Project
User Experience (UX) strategy & copywriting, custom web design, and WordPress development
Our Process
1
Step One
We aligned our approach with Steven’s goals by starting with a project questionnaire focused on better understanding the firm’s differentiators, ideal clients, and marketing.
2
Step Two
Our web strategist dove into the project, starting with a Discovery Meeting to gain more insight into Steven’s objectives with the firm, his future clients, and his site.
3
Step Three
Our web strategist created 5 wireframes with custom content that blended Steven’s firm details with his client’s preferences, for his review and approval.
The Design
One of our website graphic designers met with Steven to better understand his firm’s visual identity & personality, allowing him to start forming the design of the new site.
With the finalized wireframes serving as a foundation, he brought the pages to life with updated colors, fonts, images, and graphics that capture visitor’s attention without distracting them from the key site details.
Visual & Brand Identity
Modern & simple
web design
Professional yet
engaging style
Eye-catching &
educational graphics
Mobile-Wise Design
To ensure visitors across various devices and browsers can access the site with ease, our web
graphic designer established how the new page designs render on both mobile and desktop devices.
The Outcome
“Most advisor websites I had seen felt generic and outdated, so I needed a team who could help me bring a clear vision to life; everything from defining my ideal client to creating a modern, intuitive, and professional site.
The TinyFrog team exceeded my expectations. They were detail-oriented, insightful, and kept the entire project organized and on track. I’m thrilled with the final result. Thank you to the entire TinyFrog team for an outstanding experience!”
— Steven Loerke, Founder & President of Redwood Advisory Group
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