Client: Ruby Pebble Financial Planning

Jamie booked the custom brand design and completely cultivated the website design package. I crafted their brand with a focus on inclusion of the non-traditional, education and understanding, and trust. Below is just a peek at the project.

The Promise:

Jamie, the founder of Ruby Pebble Financial Planning believes early retirement, lifestyle upgrades, and separate finances aren’t unrealistic—they’re simply unheard, misunderstood, and underserved by the financial planning industry.

They are here to change that.

Inspired by direct actionable steps and pristine organization, they take financial planning that was once unapproachable and confining, and offer tailored made – technology supported- solutions to each client who chooses them. Because they believe achieving financial dreams, no matter how untraditional, is more than an option, it’s a true possibility.

What Jamie Had to Say

Hiring Bethany was one of the best decisions I made this year, as part of launching my new financial planning business. We started from scratch building out my company’s brand and I could not be happier with the work we did together. Her structure really helped me and she thought of so much that I could never have on my own. First, she built out my brand strategy, including who my clients are down to the details of what they want, their personalities, what they value, and their internal and external problems; my brand personality, profit, and promise. The initial brand direction came with two mood boards for colours and photos, as well as two options for icons, marks, and fonts. I was excited every time Bethany sent me a new deliverable to review! All deliverables came with a Loom video where Bethany talked through the document and provided context for some of the decisions. My brand photographer appreciated the brand strategy document, which helped her get photos to match Bethany’s mood board. After all of that, Bethany built out my website and provided launch graphics and social Canva templates. So many people have told me how amazing my website is and that is all thanks to Bethany! Hiring a good brand strategist really helped build up my confidence in starting this new business. The templates, colours, and fonts all help me lightly design social content and deliverables within my business, only stressing about the content and not about how to design it.