Overview: Sequoia Financial Corp has been providing clients with retirement and financial planning services for nearly twenty years. Serving as a boutique financial planning firm, owner Deborah took the business through a re-brand offering a simple investment tool to clients while unloading a wider selection of services as she prepares for her own retirement.
Intention: Deborah hired AG to conduct an audit of the website in its current state, to provide action items and changes that would enhance the new brand on the site, and give users a better brand experience when navigating the site, and new content and design was to be created.
Outcome: AG worked on this project in a two-week window, discussing the brand elements with Deborah, to refresh and design a new layout for the content. We partnered with Deborah’s website team to make the recommended changes and install the new design layout better showcasing the brand. We were thrilled to hear how much Deborah enjoys the functionality of the site and front and center brand.