Financial Horizons

Pat and Jacqueline are an absolute pleasure to work with! They provided tailored guidance through-out the set up stage of our website and have continued to monitor and update our website, as well as improve the functionality and maintenance of our blogs expertly. I highly recommend the services of these professionals. – Sara Millard

As a business, they identified the need to grow and improve how they present to clients if they were going to meet their plans for growth.

Working together, Financial Horizons leveraged our branding services to go beyond just a new financial advice website but a completely new look. After a complete rebranding (including a wholly new logo, new colour palette, stationery, and client engagement materials) we were able to create a completely new website.

Launching during the middle of the COVID-19 shutdown period, the website presented a powerful tool to introduce online appointments through Calendly that can be booked with ease and directly integrated with Zoom, taking the manual back-office handling of Zoom out of the equation. It’s also been helpful having something which can be quickly updated to reflect temporary changes in availability and service.

Financial Horizons has also taken advantage of content integrations, with articles for their site posted by our team, and those blogs being mailed out each month as a round-up newsletter via Mailchimp. This all happens without Financial Horizons lifting a finger!

One thing we love about Financial Horizons is their clarity on a commitment to family. It gives them an impactful message they can use with client from the moment their click through to their website. It also presents an opportunity for powerful imagery which we were able to take advantage of through their website build.

We were excited to hear leads started to come through the website not long after having launched, with feedback that the messaging around family coming through clearly had the intended impact.