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Business Info

Business Name

Clear Financial Advisors

What do you do?

Accessible financial planning and investment management

How many pages of illustration do you need?

Single illustration, or multiple if it is appropriate

Does your illustration need to be a particular size?

Needs to be able to be used on a book page as well as on a powerpoint slide.

Target Audience

What is your industry?


Describe the target audience for your illustration

Those with investments; those with concerns about their investments due to a lack of information

What 3 things would you like to communicate to your audience through your illustration?

Don't freak out by the following, it's easy to understand in the attached brief...

1) A philosophy of how to invest. That the G/P/S style provides protection through diversification, and that each part has a reason to be used.
2) A philosophy of how to invest at different ages, or throughout a life cycle
3) A clear and intentional approach to incorporating investing into real life

See additional notes for more information.

Style and Concept

What lillustration styles do you like?

Plenty, I like a lot; do what you do best.

What colors do you want to see in your illustration?

No. It may be some variation of the firm colors of blue, green, gray. That's not a recommendation, I'm not tied to or more swayed by using them.

What colors do you NOT want to see in your illustration?

Not applicable.

What adjectives should best describe your illustration?

Intentional, professional yet understandable. Perhaps think text-book illustration, but perhaps interesting, slightly cool, and absolutely artistic.

Where will you use the illustration (print, website, etc.)?

Print - a slide, a book page, a web page. Mostly a horizontal print page.

Do you have additional info or links you'd like to share?

Please see attached word document, I had a difficult time explaining this in an interesting way in these boxes. Thanks!



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