BRANDING
BRANDING
BRANDING
for
for
for
STRATEGIC
STRATEGIC
STRATEGIC
FINANCIAL FIRMS
FINANCIAL FIRMS
FINANCIAL FIRMS
Transforming advisory practices into recognized
brands that attract high-value clients.
We transform advisory practices into recognized
brands that attract high-value clients
THE CORE
of my
WORK
I help businesses see their brand not just for what it is, but what it could be.
With the right partners, I shape strategy, design, and messaging that bring clarity and confidence to your next chapter.
Most of my work lives at the intersection of finance and creativity, but the goal is always the same—brand bolder.
THE CORE
of my
WORK
I help businesses see their brand not just for what it is, but what it could be.
With the right partners, I shape strategy, design, and messaging that bring clarity and confidence to your next chapter.
Most of my work lives at the intersection of finance and creativity, but the goal is always the same—brand bolder.
THE CORE
of my
WORK
I help businesses see their brand not just for what it is, but what it could be.
With the right partners, I shape strategy, design, and messaging that bring clarity and confidence to your next chapter.
Most of my work lives at the intersection of finance and creativity, but the goal is always the same—brand bolder.
PROCESS
of
BRANDING
01
Discovery
We kick things off with a casual, candid get-to-know-you process—there’s no magic question that unlocks the perfect brand. After we receive your completed questionnaire and moodboard, we dive deep. We listen to each key stakeholder to understand your brand, your goals, and your expectations. Then we dig into research—exploring your industry and competition to uncover insights that will shape a brand strategy built around your unique perspective.
02
Direction
Before diving into full creative work, we start with a visual gut check to make sure we're aligned. We present a brand strategy deck, including moodboards — visual and conceptual inspiration that sets the tone for your brand. From there, we transform our research into clear design directions, sharing distinct paths for logos, typography, and color. This phase ensures we’re all on the same page and sets a strong foundation for everything that follows.
03
Design
With our direction set and moodboard approved, we dive into creative development. Over the next few weeks, we explore a range of concepts—pushing creative boundaries while staying true to the strategy we’ve aligned on. This phase typically takes 3–4 weeks, depending on scope and schedules. When it's quiet, we're focused on crafting something that truly reflects your firm's quality.
04
Brandwork
When building your brand, we focus on both strength and flexibility. Before anything reaches your inbox, we put each identity concept to work—designing relevant, real-world examples that showcase how all the elements interact. You’ll receive a comprehensive brand presentation featuring your logo, typography, color palette, imagery treatments, and more—brought to life through industry-specific applications that reflect your world.
05
Presentation
When building your brand, we focus on both strength and flexibility. We put each identity concept to work—designing relevant, real-world examples that showcase how all the elements interact. You’ll receive a comprehensive brand presentation featuring your logo, typography, color palette, imagery treatments, and more—brought to life through industry-specific applications that reflect your world. Clear communication keeps the process on track and moving forward.
06
Refinement
Your brand should evolve as your firm grows. After launch, choose from one of our three retainer options designed specifically for financial advisories. We'll help your brand continue to work as effectively as you do for your clients.
PROCESS
of
BRANDING
01
Discovery
We kick things off with a casual, candid get-to-know-you process—there’s no magic question that unlocks the perfect brand. After we receive your completed questionnaire and moodboard, we dive deep. We listen to each key stakeholder to understand your brand, your goals, and your expectations. Then we dig into research—exploring your industry and competition to uncover insights that will shape a brand strategy built around your unique perspective.
02
Direction
Before diving into full creative work, we start with a visual gut check to make sure we're aligned. We present a brand strategy deck, including moodboards — visual and conceptual inspiration that sets the tone for your brand. From there, we transform our research into clear design directions, sharing distinct paths for logos, typography, and color. This phase ensures we’re all on the same page and sets a strong foundation for everything that follows.
03
Design
With our direction set and moodboard approved, we dive into creative development. Over the next few weeks, we explore a range of concepts—pushing creative boundaries while staying true to the strategy we’ve aligned on. This phase typically takes 3–4 weeks, depending on scope and schedules. When it's quiet, we're focused on crafting something that truly reflects your firm's quality.
04
Brandwork
When building your brand, we focus on both strength and flexibility. Before anything reaches your inbox, we put each identity concept to work—designing relevant, real-world examples that showcase how all the elements interact. You’ll receive a comprehensive brand presentation featuring your logo, typography, color palette, imagery treatments, and more—brought to life through industry-specific applications that reflect your world.
05
Presentation
When building your brand, we focus on both strength and flexibility. We put each identity concept to work—designing relevant, real-world examples that showcase how all the elements interact. You’ll receive a comprehensive brand presentation featuring your logo, typography, color palette, imagery treatments, and more—brought to life through industry-specific applications that reflect your world. Clear communication keeps the process on track and moving forward.
06
Refinement
Your brand should evolve as your firm grows. After launch, choose from one of our three retainer options designed specifically for financial advisories. We'll help your brand continue to work as effectively as you do for your clients.
PROCESS
of
BRANDING
01
Discovery
We kick things off with a casual, candid get-to-know-you process—there’s no magic question that unlocks the perfect brand. After we receive your completed questionnaire and moodboard, we dive deep. We listen to each key stakeholder to understand your brand, your goals, and your expectations. Then we dig into research—exploring your industry and competition to uncover insights that will shape a brand strategy built around your unique perspective.
02
Direction
Before diving into full creative work, we start with a visual gut check to make sure we're aligned. We present a brand strategy deck, including moodboards — visual and conceptual inspiration that sets the tone for your brand. From there, we transform our research into clear design directions, sharing distinct paths for logos, typography, and color. This phase ensures we’re all on the same page and sets a strong foundation for everything that follows.
03
Design
With our direction set and moodboard approved, we dive into creative development. Over the next few weeks, we explore a range of concepts—pushing creative boundaries while staying true to the strategy we’ve aligned on. This phase typically takes 3–4 weeks, depending on scope and schedules. When it's quiet, we're focused on crafting something that truly reflects your firm's quality.
04
Brandwork
When building your brand, we focus on both strength and flexibility. Before anything reaches your inbox, we put each identity concept to work—designing relevant, real-world examples that showcase how all the elements interact. You’ll receive a comprehensive brand presentation featuring your logo, typography, color palette, imagery treatments, and more—brought to life through industry-specific applications that reflect your world.
05
Presentation
When building your brand, we focus on both strength and flexibility. We put each identity concept to work—designing relevant, real-world examples that showcase how all the elements interact. You’ll receive a comprehensive brand presentation featuring your logo, typography, color palette, imagery treatments, and more—brought to life through industry-specific applications that reflect your world. Clear communication keeps the process on track and moving forward.
06
Refinement
Your brand should evolve as your firm grows. After launch, choose from one of our three retainer options designed specifically for financial advisories. We'll help your brand continue to work as effectively as you do for your clients.
PROOF
of the
PROCESS
PROOF
of the
PROCESS
PROOF
of the
PROCESS
ABOUT ME
Hi, I’m Josh. I run Finart where I help people build brands that feel clear, confident, and true to who they are.
I used to be a financial advisor. Over time I trusted my gut and shifted into design, and it’s been one of the best decisions I’ve made.
Most of my clients are in the financial world, but I’m always open to working with people who care about what they’re building.
ABOUT ME
Hi, I’m Josh. I run Finart where I help people build brands that feel clear, confident, and true to who they are.
I used to be a financial advisor. Over time I trusted my gut and shifted into design, and it’s been one of the best decisions I’ve made.
Most of my clients are in the financial world, but I’m always open to working with people who care about what they’re building.
ABOUT ME
Hi, I’m Josh. I run Finart where I help people build brands that feel clear, confident, and true to who they are.
I used to be a financial advisor. Over time I trusted my gut and shifted into design, and it’s been one of the best decisions I’ve made.
Most of my clients are in the financial world, but I’m always open to working with people who care about what they’re building.