Branding & Website Packages for Financial Professionals
Financial websites as personal as your guidance. Communicate your expertise, build trust, and attract the clients you love to serve.
Money is personal.
Most financial professionals know how to help people manage their money, but might need communicating that you:
Genuinely care about their success
Understand their concerns and will protect their future
Listen and communicate with their best interest in mind
Are there when you need them
Value their time and privacy
Your website should be as trustworthy as you.
Build trust with a website as personal as your financial guidance.
Because the best long-term relationships go beyond numbers, spreadsheets, and statistics.
Professional Design
Set yourself apart with a custom website that’s not like everyone else in the industry.
Relational Copy
Build trust with website copy that feels like a conversation, not a sales pitch.
Video Storytelling
Cinematic story-driven video that builds trust and connection with the people you serve.
“Heidi transformed a few brainstormed ideas around a tax practice called Track.”
She turned it into a website I'm super proud of. Her skill in blending the StoryBrand strategy and web design expertise was huge for our launch and significantly impacted client engagement.
Conner Kelderman | CPA
Track
“Heidi was a pleasure to work with.”
She's a true expert in the marketing and web design space, has a streamlined process to take you from idea to finished product, and is detailed-oriented. I highly recommend working with her if you need a website done or have other marketing needs.
Jessie Garcia | Bookkeeper & CPA Candidate
Prophet Accounting
Time is money.
You know better than most how important it is to invest your time and money wisely.
StoryMatters protects yours.
Working with one person from start to finish means you get design, copywriting, & strategy that work together. The streamlined process results in a professional website that will get you up and running quickly, so you can grow your business faster.
Invest in your business and future with a website you’re proud to share — without the stress and second-guessing of doing it yourself.
Get started with a financial professional branding & website design package.
Give them a reason to choose you over TurboTax.
-
STARTER PACKAGE
1-page template website + copy
A small but mighty single-page website customized to fit your brand.
The good starting point for those with a single service.
$1750
-
GROWTH PACKAGE
4-page custom website + copy
If you’re ready for a bit more, this package typically includes a Home, About, Services, & Contact Page.
Great for financial professionals with a variety of service offerings.
$3500
-
NEW BUSINESS BUNDLE
4-page website + copy + branding
Add a logo and customized brand palette to get your business started on the right foot.
Ideal for those building a new business from scratch.
$4000
ALL PACKAGES INCLUDE:
60-minute strategy session
Custom StoryBrand copywriting
Basic SEO setup
Mobile responsive design
Custom icons & design elements
Choice of stock photos or your own
Packages do not include a monthly Squarespace subscription or the cost of your custom domain.
You receive a 20% discount for your annual subscription when you work with StoryMatters.
Can’t afford a fully custom website?
Choose one of our exclusive single-page template designs and we’ll customize it for your financial business.
Starting at $750
Some of our favorite financial professionals
-
![Affinity Tax Website Design Package]()
Affinity Tax
-
![Track, a financial advisors, website design and Storybranded copy]()
Track
-
![]()
Prophet Accounting
-
![]()
Cashability
-
![]()
Intero Tax
FAQ’s about working with StoryMatters
-
Most financial websites feel too stiff, formal, and uninspiring. We shake things up a bit with unconventional design that still fits your industry.
We also use crystal clear language the average person understands and remove as much industry jargon as possible. And we clearly answer the question most potential clients have when they find your website — can I trust you with my finances? If you can answer that question clearly, they’re likely to choose you.Every website we build is designed on the StoryBrand framework, which gives you a leg up on the competition.
-
A 1 - 4 page website is perfect. Single page sites can be enough if you are supplementing your bio provided by your firm or you offer a single service. You can add pages later.
A more common choice for financial advisors, tax planners, and wealth managers is a 4-page site with Home, Services, About, and Contact pages.
-
Yes! We’ve found that creating a direct link from your personal website to your client portal works perfectly. You do not need to create a separate page within your site.
-
With 30 years of coaching experience, I quickly capture the essence of your brand and turn your words into clear, concise copy. You are unique, I’ll uncover that and find just the right words that feel just like you.
-
We’ve designed dozens of sites for happy clients in a single day — and that’s how we’ll build yours, too.
Here’s how it works:Use our simple Prep Guide to provide info and gather text, photos, and preferences about your design.
Then, we meet for a 60-90 minute Review + Copy Session to capture your website copy.
Your Design Day includes 3 meetings about 45 minutes each, with live edits.
Typical Schedule (shorter for 1-page sites):9am: Review your homepage and set the direction of interior pages
12pm: Review progress and edits
3pm: Final edits and site handoff
Your site is ready to launch when you are!
-
The visual design is beautiful and it’s easy for you to make edits once your build is complete.
If you have a site on another platform or on an older version of Squarespace, we’d be happy to upgrade, refresh, or redesign your site from scratch.
See which of our perfectly-sized website packages is a fit for your business.
Your website should feel as personal as your guidance.
Get the design, words, and strategy your small business needs with one smart investment.