Stinnett Wealth Planning
Client Objectives:
Overview
Stinnett Wealth Planning is an advice-only firm that was founded by Roger Stinnett, a CPA and CFP® with over 30 years of experience.
The new firm needed a website that effectively reflects Roger’s personable yet professional approach and captures the attention of pre-retirees, retirees, and other individuals facing a complex financial decision.
Roger wanted a website that felt modern, clean, and simple while still feeling dynamic and captivating. With a focus on education and a unique advice-only service approach, the new website needed to be clear and compelling enough to encourage potential clients to schedule a consultation.
Industry
Advice-only, comprehensive financial planning
Niche
Successful pre-retirees, retirees, and individuals facing a complex financial decision
Location
Serves clients nationwide remotely
Project
User experience strategy, custom design, and WordPress development
Our Process
Step One
We began the website project by taking a deep dive into our client questionnaire that Roger completed, which gave us insight into his business, target audience, and website goals.
Step Two
One of our web strategists conducted competitive and inspirational site research, then facilitated a discovery session to learn more about the website’s visitors and the firm’s specialization.
Step Three
With a clear understanding of the firm’s goals and target audience, our web strategist created 5 custom wireframe layouts, which were then presented to Roger for review and feedback.
The Design
After finalizing the wireframes, one of our graphic designers met with Roger to discuss the firm’s brand identity and emotional values.
Custom designs were created to align with the firm’s desired look and feel while establishing an engaging, modern, and easy-to-navigate web design that encourages conversion.
Visual & Brand Identity
- Modern and simple web design
- Professional yet engaging style
- Eye-catching and educational graphics
Mobile-Wise Design
To ensure that visitors have a positive user experience whether they’re on a phone, tablet, or desktop, our
graphic designers tested how the new designs looked across multiple screen sizes during the design process.
The Outcome
Tiny Frog built a new website from scratch for my new firm. I truly appreciated the in-depth knowledge and guidance they provided.
They have a great process that helps you visualize and ultimately implement your website. Everyone that I worked with throughout the project was very thoughtful and professional. Thank you, Tiny Frog!
-Roger Stinnett
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