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Ted Byrne

Personal Finance Brand Website For A Finance Advisor

Building a personal finance brand that communicates trust, structure, and long-term thinking. This project focused on creating a digital presence for a solo finance professional who helps clients make confident financial decisions. The goal was to present expertise in a way that feels composed, credible, and easy to understand.
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industry
Finance Advisory
duration
08 weeks
platform
Figma, WordPress
services
Brand Direction, Web Design, Web Development
Project Overview

About Project

This project was designed for an independent finance advisor who wanted a website that reflects professionalism without intimidation.
The objective was to create a clear and trustworthy digital presence that explains financial services in a calm, structured way. One that reassures clients while positioning the advisor as knowledgeable, reliable, and long-term focused.
The website needed to feel steady, not sales-driven.
Brand Guideline
UX Audit
Style Guide
The Challenges

Crafting The Right Strategy

Problem

Many finance websites overwhelm visitors with jargon, numbers, and aggressive messaging. This often creates confusion or hesitation rather than confidence. Potential clients struggled to quickly understand services, approach, and whether the advisor was the right fit for them.

Solution

We shifted the focus to clarity and guidance. The new strategy centers around simplifying complex financial concepts and presenting them in a structured, approachable way. Messaging was designed to educate first, build trust second, and invite action naturally.
Client Story

About the Client

This project was created for an independent finance advisor who helps clients make thoughtful, long term financial decisions. The goal was to present expertise in a way that feels calm, structured, and easy to understand rather than overwhelming or sales driven.

Who They Work With

The advisor supports individuals and families who want clarity around their finances and confidence in their next steps. Clients often come in looking for guidance, not pressure, and value a steady, informed approach.

Advisory Approach

The focus is on education and structure. Financial concepts are explained clearly, options are presented thoughtfully, and decisions are guided at a pace that feels comfortable and informed.

Long Term Mindset

Every recommendation is grounded in long term thinking. The website needed to reflect this mindset by feeling composed, reliable, and built for lasting trust rather than quick conversions.
Workflow

Design & Development Process

01

Discovery And Strategy
We began by understanding the advisor’s services, client concerns, and long term financial philosophy. This phase focused on identifying what clients need to feel safe, informed, and confident when making financial decisions.

02

Structure And User Experience
Layouts and flows were designed to simplify complex financial information. Clear hierarchy, thoughtful spacing, and guided content helped visitors move naturally from understanding to reassurance to engagement.

03

Design And Development
The visual system and build were designed to feel composed, professional, and reliable. The website was developed to be fast, responsive, and easy to manage over time as services and content evolve.

01

Discovery And Strategy
We began by understanding the advisor’s services, client concerns, and long term financial philosophy. This phase focused on identifying what clients need to feel safe, informed, and confident when making financial decisions.

02

Structure And User Experience
Layouts and flows were designed to simplify complex financial information. Clear hierarchy, thoughtful spacing, and guided content helped visitors move naturally from understanding to reassurance to engagement.

03

Design And Development
The visual system and build were designed to feel composed, professional, and reliable. The website was developed to be fast, responsive, and easy to manage over time as services and content evolve.
Moodboard

Crafting The Right Strategy

This phase focused on translating financial expertise into a composed brand experience.
The strategy emphasized balance. Authority without intimidation. Simplicity without oversimplification. Every section was designed to help clients feel informed and in control.
Visually, the design relies on clean layouts, consistent spacing, and restrained color usage. Typography plays a key role in guiding attention and establishing trust without relying on visual noise.
The result is a personal finance brand that feels stable, thoughtful, and dependable.
Brand Guideline
UX Audit
Style Guide
Image Gallery

Transforming The Experience

The final experience turns complex financial topics into a guided conversation.
Visitors can clearly understand services, approach, and next steps without feeling pressured. Calls to action are calm and supportive, reinforcing confidence rather than urgency.
This transformation helps clients feel comfortable reaching out early in their decision-making process.
Brand Guideline
UX Audit
Style Guide
Design System

Maintaining Consistency

Consistency is essential in financial services. A defined brand system was created with clear typography, balanced color usage, and structured layouts. This ensures the advisor’s brand feels reliable across all pages and devices. Consistency reinforces trust and long-term credibility.
Brand Guideline
UX Audit
Style Guide
Clients Feedback

From Client’s Own Words

The process was clear, professional, and well-structured from start to finish. The team understood how important trust and clarity are in financial services. The final website reflects my approach accurately and presents my work in a way that feels calm, professional, and credible.
Ted Byrne
Certified Public Accountant

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Results

The Impact We Made

The new website gave the advisor a clear, composed, and trustworthy digital presence. It helps clients feel informed and supported before making important financial decisions.

Stronger First Impression

Visitors quickly understand the advisor’s services and approach.

Improved Client Confidence

Clear structure and messaging reduce uncertainty and hesitation.

Higher Quality Inquiries

Clients reach out more informed and aligned.

A Scalable Personal Brand

The website is built to support long-term growth.

Stronger First Impression

Visitors quickly understand the advisor’s services and approach.

Improved Client Confidence

Clear structure and messaging reduce uncertainty and hesitation.

Higher Quality Inquiries

Clients reach out more informed and aligned.

A Scalable Personal Brand

The website is built to support long-term growth.
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