WHAT WE DO
Custom Financial Content
Your financial firm is unique - and your content should reflect your personality and style.
I shine a spotlight on who you are and what you do with custom content crafted specifically for your firm.
eBooks
Newsletters
Magazine articles
Wealth reports
Blog posts
White papers
Brochures
Website copy
Seminar handouts
Every piece I create is:
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Compliance-ready
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Reader-friendly
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Actionable
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Customized for your firm
How It Works
Step One
I kick off every project with a short consultation to uncover what type of project you’ve got in mind and how you will use it in your business.
Step two
Then I get to work creating a jargon-free, reader-friendly draft in your tone and voice. Once that’s done, I'll send it to you (or your team) for review.
Step three
Following review, I implement your comments and edits, then send a final version of the copy to you.
Step four
Your copy will be ready for compliance approval or for further design work. (Need some help with design? I can coordinate that for you!)
Step five
Once the final version is finished, you can send it to your compliance department for final approval. Then you’ll be ready to hit publish, send for print or submit for publication.
