Fountainhead Wealth Planning

The Client: I met Brett during a financial advisor consultation; weeks later he told me he had decided to go out on his own and needed a website. 

What Happened: This was a new website. Since he had to register with the state as a financial advisor (he has lots of extra certifications that most advisors don't carry), we had to wait a couple of months before the site could go live. 

Tech Side: I built the new site using the Beaver Builder theme and page builder. Brett was on board with getting a number of blog posts created ahead of time (9). Brett created a downloadable document (CTA), which we placed in the footer, and he had me add a risk analysis calculator in the top bar. Links to his state (government) credentials appear in several places. I love all the pages, but am especially proud of his About page - made a 'Word Cloud' with financial terms, and a graphic with all the tools he uses when working with his clients. 

This client keeps a KMS Care Plan in place, which allows him peace of mind in not worrying about backups, updates, provides monthly minutes towards making changes, and much more.