About Your Company
We want to introduce people who earn good money - but aren't building wealth like they should - to the financial professionals that can help them. (They know they should take more control of their money, but they don't know where to start...they have "financial FOMO!")
Achieving financial well-being is not a do-it-yourself project...you need a team. Just like the wealthy have their "people," YOU need a financial advisory board NOW, in order to BECOME wealthy.
Target market is HENRY's - stands for "High Earner, Not Rich Yet" - that have money but don't know how to manage or protect it, and turn it into wealth, but they know they should!
Our online service is a portal that uses an algorithm to match and introduce people - based on questionnaires they fill out - to a cross-functional team of pros that work across all the financial disciplines (tax, accounting, real estate, estate planning, insurance, investments, etc.) they need for holistic, end-to-end money guidance and management.
The website also serves as a "one stop shop" to facilitate and coordinate their communication. For example, with the client's permission, a clients' team of experts can coordinate their expertise/advice with each other and advise the client seamlessly, so clients have an easy, understandable, holistic, united, interactive financial services experience.
We're all about making it easier and faster for "normal people" to build wealth, without having to know and do it all themselves! We're the trusted, easy, efficient hub where they can find and work with the network of financial pros they need - their "MyFy Network" i.e. My Financial Network - so they can fulfill their economic potential and better enjoy their lives.
Screen / Digital
Preferred Logo Style
Image + Text
Colors to Explore
Top 3 Things
capable, professional, approachable
I don't want it to look too stuffy or like a bank or a traditional financial services firm. I want it to look friendly, approachable, yet reputable, trustworthy, appropriately serious for a company that will be facilitating the management of your money. Modern, because it is using Internet technology / capabilities to solve age-old "offline" problems...increasing access for "underserved" people into the financial world, facilitating communication, uniting multiple parties, using data to drive interpersonal / advising relationships, etc. It's like an objective third-party introduction site, like Match.com or AngiesList.com, for financial professionals meeting potential clients (and vice versa)!
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