Tell us a bit about who you are and the people you reach
Works in financial planning and wealth management for primarily small business owners. We want to invoke feelings that our clients will be well taken care of, that there will be great communication between us and that they will feel relieved and educated with their financial decisions.
To give us an idea of the overall feeling of your brand, let us know which styles you lean towards
Our target market is of any business professional with a significant amount of assets/money that we can actually manage. Current clients make around or more of the top salary bracket. i.e. 250,000+/yearly