Our target audience is women over 50 and young professional women. We want to attract affluent or aspiring affluent women. However, we don’t want it to be overtly girly because 1) our audience wouldn’t appreciate that and 2) we also have a lot of male clients who we don’t want to isolate.
*Clients First All of the Time
*Integrity, Reliability & Trust
*Pioneering & Forward Thinking
*Instill Clarity & Confidence
*Genuine & Caring
*Fun, Positive Atmosphere
Core Focus (Our reason for being and our niche):
"Plan for your best life possible. "
This is one of the most important decisions they will make in their lives (deciding to hire financial planners) so we want the logo to convey importance but we don’t want those typical male-oriented stuffy logos of typical wealth management firms. We don’t have a library of mahogany and big thick (and intimidating) brown desks.
We like simplicity. We are modern and streamlined and we want to convey that we will simplify and organize and help plan their lives. We help their dreams come true.
Colors: we don’t want it too bright or frilly, but we want modern colors that appeal to women (but not in an obvious pink way.)
Mascot: We want the bull head to be our mascot, but in a very simplistic form (like a circle with a semi-circle on top for the horns.) Both partners are Taurus, so we gravitated to the design of the astrological sign, especially since it has duel meaning with the stock market.