Finding a financial advisor is as easy as a quick Google search, but actually as hard as finding a true partner who understands your values. Our clients, The Next Level Planning Group, live up to their name—they take financial planning to the next level in every way. But when they came to us, their website looked like any other financial advisory. Our job was to make them stand out in a way that was true to their brand and their differentiated services.
Understanding the user-insights of their targets, we developed a concept that played off people’s seemingly endless questions when it comes to financial planning—our infinite scroll brings to life these highly charged questions and The Next Level Planning Group’s ability to find the unique answers for their individual clients.