Thanks! Information Sent to Financial Advisor Website Design

Checklist

Congratulations! Your new website project has begun! Your next step is to send us any materials that you would like us to include on your website.

Your checklist of materials to send us (listed by Web Page)

ALL WEBSITE PACKAGES Send:

1. __ If you want us to match colors / image to your current business card or graphics,
please send a copy of your business card (can be a digital file).

2. __ HOME: Company logo in digital file, and a digital photo of owner (optional)

3. __ HOME: Content (optional, we will insert our copy for you, if you prefer)

4. __ ABOUT: Photos: Owner / partner / digital files

5. __ ABOUT: Biography and credentials of owner, staff, partners. Company history

6. __ SERVICES: Your content (Optional. If you don't send content to us for this page, we will insert a list of your services from the information you provided, along with our pre-written content.)

7. __ RESOURCES: We include links to helpful websites, a recommended book list, an RSS news feed (Financial Post), and Google Gadget (Mortgage Rates). You may send us additional information or links to websites you want to have on this page.

8. __ CONTACT: We will insert the contact information you provided, along with a 'Google' map/directions to your business office

10. __ Header Graphic Image - if you have a preferred image to use for your header graphic on the web pages, please let us know immediately. Our graphic artist will design a graphic based on the information we have about your company, and of course, graphic artwork is subject to your approval.

SILVER & GOLD WEBSITE PACKAGES, add:

11 . __ CLIENT SUPPORT: Your links for client account logins, and any downloadable documents or forms. Send your downloadable documents to us in PDF format. (Tip: If your document is in a Microsoft Word/Excel form, you can choose to "print to PDF" to save your document in a PDF file format.)

12. __For the SILVER website package, we include these additional pages with pre-written content/text listed below.
Before going LIVE, you can send us different or edited content to include on these pages. After your website goes live, you will be able to edit the content on these pages using our online website editing tool.

Financial Planning:
How Can a Financial Advisor Help?
Retirement & Estate Planning
Home, College, Cash Flow
Financial Calculators
Insurance:
How Much Insurance Do I Need?
Long Term Care Insurance
Critical Illness Insurance
Types of Life Insurance

GOLD WEBSITE PACKAGE, add:

13. __ LIST of the additional pages that you want for your website, in addition to the standard 6 pages we include: HOME, ABOUT, SERVICES, RESOURCES, CONTACT, RECOMMEND US, CLIENT SUPPORT, CALCULATORS (10-15 total pages included on a GOLD website)

14.__ CONTENT that you want to include on your website (that is not listed above). We will insert content and information you have provided to us.

You can send these materials via our easy online Step 4 form (click here)