Client: Zestiny Wealth ™

When Ally came to us (with her brand new business), she had a mission to empower her clients to use money as a tool & resource and liberate people to make smart financial decisions that would positively impact their lives.

She didn’t want to come across like a buttoned up financial planner and was ready to build deep relationships with her clients & educate them on the investing knowledge we didn’t learn in school.

The Client Promise:

At Zestiny Wealth™, we take the complexity out of financial planning, guiding you through life’s big moments with ease and excitement. The plan is about confidently building a future filled with purpose, possibility, and living your big, zesty
life.

Whether it’s achieving your immediate goals or securing your legacy for generations to come, we’re committed to making sure your wealth works for you, giving you the freedom to enjoy what matters most—unique to you.

what ally had to say:

"Bethany helped bring my vision to life! I launched my business in early 2025 and I would NOT have been able to do so without her!

I was adamant about having a brand from day one along with a website that stands out in a sea of blue-wearing bros in the financial services industry. My website feels unique and accurately reflects what I’m trying to offer to clients. It is memorable and authentic to me. She has given me a framework to consistently communicate my value to clients and my messaging in a fun, approachable and professional manner. Working with Bethany and her team helped keep me focused during the initial stages of launching my business, brand, articulating my value to clients as well as to WHICH clients. Bethany was super responsive, easy to work with and helped me clarify my thoughts when I was stuck on what I was trying to articulate (I see you logo!!) She was receptive to feedback and provided everything in an easy format to go back and reference as well as navigate within my own website on the back-end upon completion. She has excellent project management skills and delivered everything on time and even slightly ahead for the final website launch.

Marketing and doing social media on your own to start is incredibly hard and BethanyWorks set me up to be successful there with start-up support through templates, email integration, and support on analytics and building a team of professionals and vetting the best vendors in the industry for me! I already had enough decisions to make before I launched and being able to trust her process and resources helped immensely. Working with Bethany has truly been my best decision to date to set my firm up to be successful long-term! Oh yeah, and I have analytics already proving increasing web traffic, leads and search results for my markets! Woo hoo."