DEFINE FINANCIAL
Client’s Key Objective: Redesign the site to clearly showcase Define’s services,
authority, & experience and encourage their target audience to get started.
Overview
Headquartered in San Diego, Define Financial is an independent wealth management firm that specializes in financial planning and asset management services for pre-retirees and retirees with $2M or more in assets.
Define’s team of industry-leading CFP® professionals helps clients keep more of their hard-earned money & solve complex financial planning issues.
Project Included:
- UX Strategy With Wireframes & Copywriting
- Custom Web Design
- Performance-Focused WordPress Development
The Backstory
As a thought leader in the financial industry, Define Financial was ready to elevate their branding and website for the best client experience.
They collaborated with our dedicated team to refresh their website’s design, content, and navigation to better reflect their expertise, unique Total Retirement System™ approach, and personalized financial solutions.
Custom Service Page
With a visitor-first approach, our web strategist, copywriter, and designer created a custom page that clearly outlines the services Define provides, making it easy for visitors to hone in on their top financial priorities.
Highlights:
- Custom sidebar navigation functionality
- Jargon-free content that speaks directly to ideal clients
- Clear call-to-action to start the process
Meet the Team & Bios
Our web designer also designed a custom Meet the Team page & Individual bio page layouts, featuring their qualifications and some personal details to bring more personality & connection to the site.
Case Studies
We designed a custom Case Study page layout, plus a section on the home page to feature
the top 3 case studies, making it easy for visitors to explore the most relevant story to them.
WordPress Development
Our development team built the refreshed site on a mobile responsive, high-performing WordPress framework, and we continue to maintain & protect the site with 24/7 security.
Project Included:
- Mobile-Responsive website
- Ongoing Hosting, Maintenance & Security
- Performance Monitoring
The Results
“I’ve learned that it’s really challenging to find good designers and good developers that work well together to put together a great product and a great price, so Tiny Frog is right there in the middle. They’ve got a terrific product, the results are really good, and they’re affordable, which is great.”
– TAYLOR SCHULTE, DEFINE FINANCIAL
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