Wealth Foundations Partners

This was a full website build from the ground up. I partnered closely with stakeholders to define the brand’s digital identity and create a site that not only reflects their values but guides customers through complex financial topics with clarity and confidence.

Year
2025

Client
Wealth Foundations Partners

PROJECT OVERVIEW

Discovery & Stakeholder Collaboration

I began with discovery sessions to understand:

  1. The company’s core services and unique value proposition

  2. The target audience’s financial pain points and literacy levels

  3. The team’s vision for tone, branding, and trust-building

We conducted interviews, competitive analysis, and content planning workshops to ensure that the site would resonate with both first-time investors and seasoned clients.

Goals & Business Objectives

Build an intuitive site that demystifies complex financial topics

  1. Establish trust and credibility from the first impression

  2. Convert visitors into leads through clear CTAs and contact flows

  3. Offer scalable content space for future educational resources

  4. Ensure the site reflects modern professionalism with warmth

UX Strategy & Solutions

Brand Foundation First: Developed a consistent color palette, typography system, and tone of voice to match the brand's approachable expertise

  1. User-Centered Architecture: Designed a site map that flows from awareness → education → conversion

  2. Service Cards with Visual Cues: Used icons and clean cards to break down services like coaching, retirement planning, and investment literacy

  3. Trust Builders: Integrated testimonials, credentials, and an About page focused on the team’s human side

  4. Conversion-Driven Layouts: Strong CTAs across the homepage, service pages, and contact flow, all using warm language and smart placement

  5. Scalable CMS (if applicable): Designed the site to grow with blog, resources, and content modules later on

  6. Mobile Optimization: Responsive layout for seamless access across devices

Results

Stakeholders reported stronger client confidence and more incoming inquiries within the first month

  1. Clear content and layout improved lead quality by helping users self-select before contacting the team

  2. The site now serves as a central hub for the brand’s coaching, resources, and financial tools

  3. User feedback praised the site for being “simple, clear, and professional, without feeling cold or corporate”

SCREENSHOTS

Home Page

About Us

Our Team

Next Steps

  1. Integrate a blog or learning center for ongoing financial education

  2. Add scheduling features for free consultations or webinars

  3. Incorporate more interactive tools like calculators or quizzes to support user goals