The brief
The owner needed a site that speaks to established business owners and to the financial advisors who refer them. It had to feel calm and credible, explain three programs without making them sound like a sales funnel, and give visitors an easy first step.
What I built
- A custom design system with the brand’s teal, coral and red palette, editorial serif headings and reusable components.
- Program pages for leadership, team building and exit planning.
- A For Advisors page aimed at the CEPA and wealth advisors who send clients.
- Ongoing updates. When the owner earned his CEPA certification, I repositioned the whole site around it.
The People Readiness Assessment
The assessment is an eight minute interactive questionnaire that scores a company at the organization, team and individual level. It sits inside the site’s own header and footer so it feels like part of the brand, and it gives the owner a shareable link for outreach and events.
Built with
WordPress and Bricks Builder with global classes and shared components, an embedded interactive assessment, LiteSpeed caching, and hosting and maintenance on my managed server.
Need a site for a professional services firm?
If you are a coach, consultant or advisor and want a site that earns trust and brings in leads, get in touch through my contact form.











