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Business Info

Business Name

Gold Medal Waters, Inc.

What do you do?

Our company offers two services:
1. Wealth Management Services for Individuals/Families (this service combines financial planning with investment advice) and
2. Retirement Plan Services (this service creates and/or manages company 401k plans)

Do you have a desired website screen size?

1024 x 768

How many pages (maximum of 5) do you need designed?

5

Target Audience

What is your industry?

Financial Services

Describe the target audience for your website design

Under Wealth Management Services (WMS):
1. High Income Individuals (may have low net worth, but currently earning income above $200,000 per year).
2. High Net Worth Individuals (net worth between 1 million and 25 million)
a. Subcategory: Wealthy women with that net worth
b. Subcategory: Physicians with that net worth

Under Retirement Plan Services (RPS):
3. Companies
a. Subcategory: companies that need a 401k plan
b. Subcategory: companies that have a 401k plan between $500,000 and $20 million.

What 3 things would you like to communicate to your audience through your website design

1. Overall: Simple and Calm feel

For the Wealth Management Services
1. Freedom from burden of managing your own wealth
2. Achievement of financial and life goals
3. Peace of mind/Relaxed/Not Stressed/Simple

For the Retirement Plan Services
1. Ease of 401k setup and/or conversion - its easy to setup a 401k with us and its easy to change your current 401k to our firm.
2. Proprietary 401k setup - aka you cant get our 401k anywhere else
3. Professional 401k setup and administration

How is your company different from your competitors?

We are Fee Only - http://en.wikipedia.org/wiki/Financial_a...
We are Team Based - all clients get access to a qualified team
We can access DFA Funds for clients - DFA requires a $2MM minimum per fund.

Style and Concept

What website design styles do you like?

We like:
White Backgrounds
Simple Headers
Deep Footers w/ Simple Information
Basic Navigation at Top Level
Horizontal Menu for Home Page, WMS page, Advisor Opps page and RPS page
Rich feel
Branding around our geographic location in Boulder Coloradohttp://en.wikipedia.org/wiki/Boulder,_Colorado
Big use of images
Calming, easy to navigate, design

See our LOGO here:
http://www.crowdspring.com/project/23085...

What colors do you want to see in your website design?

We want you to use:
Gold (not yellow), Gunmetal Gray, White, and Navy Blue

It's OK to use:
Black, Beige, Green

What colors do you NOT want to see in your website design?

We'd prefer you don't use:
Red, orange, yellow-green, purple, violet, turquoise, sea-green

What adjectives should best describe your website design?

Simple, Clean, Organized, Clear, Memorable, Fresh

What content must be included in the website design?

We want 5 pages designed:

Page 1 - Home Page that includes a link to our two service offerings: Wealth Management Services and Retirement Plan Services
Page 2 - Wealth Management Services main page
Page 3 - Retirement Plan Services main page
Page 4 - Advisor Opportunities main page
Page 5 - WMS / RPS / Advisor Opportunities content pages

NOTE: See our LOGO here:
http://www.crowdspring.com/project/23085...

Do you have additional requirements or links you want to share?

Our current website is: www.goldmedalwaters.com - you can get a rough idea of our current design and what our content looks like.

Sites we like:
www.denveria.com - our competitor - please don't copy this site, but DO consider it's design - clean, crisp with 3 services off the home page taking you to sub websites for each service. Nice colors, Nice use of logo in other places. Like the white lines/spaces.

http://tciwealth.com/
Like the ability to contact and sign up for newsletter on home page.

http://www.brightonjones.com/
Like the big image, rich colors. DON'T like the fact that it is a square on a page.

http://www.chautauquacapital.com/site/de...
Rich colors, fresh, trendy feel. Simple. Rustic feel - not sure that's what we want, but we'll let you decide.

http://www.valeofinancial.com/
Striking landscape picture. DON'T like the fact that it's a square.

http://www.b-r-r.com/
Like Big Picture, Feel. Don't like the vertical menu.

http://www.evensky.com/
Simple, big image. Very simple bottom - we like that, but the footer could be bigger.

http://www.edelmanfinancial.com/
Nice use of overlay on top of pictures. Don't like scrolling images. Bottom feels busy.

http://www.freestonecapital.com/
Feels very calming. A very good feel. Like the background picture, but it limits the amount of text space. Site is very simple and feels good.

http://www.truepointinc.com/
See how they have outlined the different services in different colors.

https://www.schwab.com/
Another good example of different services in different colors. Here it is clearer than the rest.

http://www.bakerave.com/
Simple. Nice large image. Not such a huge fan of the home page, but the overall site is creative.

https://www.betterment.com/
It doesn't get any better than this for simplicity.

http://www.vintagefs.com/home
The site "feels" like the brand. Well done in that regard.

https://www.jmgfinancial.com/
Don't like the horizontal menu. DO like the simplicity and clean lines. The site is too compact, but the services menu (b/w) is nice. The color choices feel wonderfully simple. If you dig deeper on this site, it gets pretty nice design.

http://www.raymondjames.com/ - clean, simple design - notice the navigation to the main services they offer - personal, institutional, advisor opportunities

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