Your full kit · 11 of 11 assets
Your Brand Foundation Kit
This isn't just your colors and fonts — it's the foundation for your marketing, sales, hiring, customer communication, and everywhere else you use AI.
Foundational Identity
Brand Summary
Mission Statement
Vision Statement
Customer & Messaging
Ideal Customer Profile
Elevator Pitch
Core Content Pillars
- →The one question I ask every new client in session one (and why it changes everything)
- →Why smart people avoid their own bank accounts — and how to break the pattern in a week
- →Real client wins: 'I finally opened the app' stories (anonymized, with permission)
- →Roth vs. traditional 401(k), explained in under 90 seconds without jargon
- →The 3 numbers every household should know by heart (and how to find yours today)
- →What 'high-yield savings' actually means in 2026 — and where I'd park an emergency fund right now
- →A day in the life of a financial coach: what I actually do between sessions
- →Why I'm not a licensed advisor — and why that's the point
- →The framework I use to end every session (so clients leave with a next step, not homework guilt)
Style & Voice
Brand Voice Snapshot
Visual Style
#1F2E4A
#EDE7DA
#C89B4A
Font pairing: Headlines in Söhne (or DM Serif Display as a Google Fonts alternative) for a grounded, editorial feel; body copy in Inter for calm, high-legibility reading on long-form articles and worksheets.
Strategic Assessment
Brand Strengths
Brand Gaps
Recommended Next Steps
- 1Rewrite the homepage hero around one sentence: 'You earn well. You still feel behind. Let's fix that in 90 days.' Everything else on the page supports that promise.
- 2Publish three anonymized case studies this quarter — each one a real client, one paragraph of starting situation, one paragraph of what changed, and the specific dollar movement (debt paid, savings built, contribution rate raised).
- 3Batch a month of short-form content around the 'Plain-English Personal Finance' pillar. One video per week, 60–90 seconds, one concept explained without jargon.
- 4Add a free 'One-Page Money Snapshot' worksheet as your lead magnet — a fillable PDF that mirrors what you build with clients in session one. This is your best top-of-funnel asset.
- 5Print the voice snapshot and keep it next to your writing setup. Before you publish anything, read it and cut every phrase from the 'never says' list.
