As a fee-only financial planning firm, Your Story Financial is more than” just” a financial planning firm; they look at your “whole” life. They believe success is living stress-free and being proactive when it comes to your financial goals.
Your Story Financial had a process or framework, but it was hidden in the details. Even though they had a grasp of their ideal prospects or the individuals they could help, we needed to dig deeper to craft the right messaging to connect and relate.
Tee-Ta Walker & Associates accomplished a comprehensive rebrand on Your Story Financial. We dubbed them as Financial Life Planner Strategists; that is, financial strategists who help their clients live a stress-free life by helping them prepare, plan and pursue the right financial path.
Tee-Ta Walker & Associates was a wonderful firm to work with. Initially, we discussed my target audience and who I wanted my firm to attract. It took some lifting at first but looking at the end results, it proved fruitful. I’m very happy with my logo I think with our collaborations and Tee-Ta’s resource we came up with the feel, the colors and the design that resonated with my brand. I love the bonuses that Tee-Ta delivered. It was a pleasant surprise. We even have a framework and a method for me to communicate my process better with my clients. Tee-Ta provided the deliverables in an organized fashion and I know that I can reach back to her if I ever have questions. Overall it was a fantastic experience.
Shehara L. Wooten, CFP®
Financial Life Planner Strategist