Financial planning · Charleston, SC
Charleston Financial case study
A Charleston, SC financial planner's site, presenting planning and asset management with the clarity clients expect from an advisor.
- Client
- Charleston Financial
- Where
- Charleston, SC
- Industry
- Financial planning
- Services
- Websites
- Live site
- charlestonfinancialplan.com
The client
Charleston Financial is the practice of Michael Green, a financial planner in Charleston, South Carolina, offering retirement planning, wealth management, investment advisory, protection and college planning.
The problem
A one-advisor practice competes with large firms that have big brand budgets. Its advantage is the person, so the website needed to introduce Michael, explain each planning service in plain English, and give visitors a reason and a way to get started.
What we built
- A personal, advisor-led home page ("Plan for the financial future you want") with a clear Get Started call to action.
- Separate sections for comprehensive financial planning, investment advisory, protection and college planning.
- A blog, "The Final Word", so the practice can keep publishing helpful planning content.
The takeaway
Solo practices win by being the human option. Put the advisor on the page and explain the services in plain language.
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