Wealth Management Formula Infographic
- Status: Closed
- Prêmio: $150
- Inscrições Recebidas: 23
- Vencedor: ChiemiDesigns
Síntese do concurso
We are a financial consultants office that is looking for a creative and high-end infographic designed for our “Wealth Management Formula” that is part of “The 360 Formula” which is what we call our entire process.
We advise clients and help them plan for over 65 critical life events. We are looking for a infographic that includes each of these events and explains this.
We have these 65+ events broken down into "Pillars". About 20 of them happen “Initially” when they are coming on board as a client, and the others happen ongoing throughout a person’s life.
- The 360 Formula
- Wealth Management Formula
o 8 Pillars:
1. Retirement Planning
2. Investment Management
3. Risk Management
4. Tax Planning
5. Estate Planning
6. Business Planning
7. Legacy Planning
8. Value-Added Planning
65+ Critical Life Events
Since there is so much information, we would love to have it all laid out into an infographic so that we can visually show our clients ALL of the value they can expect from us.
We are thinking that we want to make our planning timeline a 11x17 horizontal page and then our printing company will do a “gate fold” – where the paper is folded with the 2 outside panels each folding towards the middle.
We want the full inside to be our “Wealth Management Process” and then the two flaps on
the front to be something maybe with our logo, contact information, and the Wealth Management Logo we’ve had designed – and I attached. The back is also open for design too. We are VERY OPEN TO YOUR CREATIVITY!!!!
I attached the content we would like in the infographic broken down by their pillars. The points that are in green around things we do in the beginning – please somehow identify them as “Initial Planning Points”.
I am attaching our new infographic of that captures this at a very high level – we would like you to include it. Now, we are looking to drill down and explain the details (the 65+ critical life events).
I also attached our style guide as we would like it to have a similar look and feel to our website/logo. Our website is www.sapiggush.com. Especially our colors.
I also attached our team photo wondering if you could make a small spot for our photo and our contact information .
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