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Business Info

What does your company do?

This is an additional service I provide through my company that I would like to brand. The service is an interactive financial planning experience with professional asset management and great technology with support from a financial planner while clients maintain control. It is aimed at millennials who want to work with a fee-only advisor, but are savvy with technology, but may need a little support from time to time. The tag line I would like to use is "not your father's advisor." We are paperless and the client receives a really cool platform to track financial planning and investments.

Do you require that a .COM or other URL be available for the new name?

I will accept a .com with an acceptable variation on the exact name

Target Audience

What is your industry?

Financial Services

Describe your customers

Millennials, live in a loft downtown, starting to make a good salary, maybe just had their first child, just moved to the suburbs, educated, starting to think about their future.

What 3 things do you want your company name to communicate to your customers?

1) I would like to portray that clients are smart by planning early and "rising, building, up, increasing" their wealth
2) I would like to portray that we are not your father's advisor and we have technology that puts the client in control and we are paperless
3) I would like to portray a professional company, but say "start-up", loft, exposed brick, cool. cutting edge

List the names of your top three competitors

www.blooom.com (this is the most similar)
www.thomasfinancialadvisors.com (this is the traditional advisor)
Most others are the old school way of doing business - Fidelity, Vanguard, Morgan Stanley, Merrill Lynch

Style and Concept

What character, tenor, or spirit do you wish to convey?

Young, professional, Denver, increasing, loft, startup, wealth, Colorado, cool, smart

Are there specific words or phrases you do not like?

There is not

Are there specific words or phrases you like?

I would like to get creative and think outside the box. So many financial firms are not creative. I want clients to be having a beer with their friend and say, you really need to try "blank" in one cool word. Their friend can google it and get started right online.

Do you have other info you want to share?

Thanks!

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