shelterbridge financial
introduction
Shelterbridge Financial is a financial agency known for its personalized, ethical approach to research and advisory services. With a focus on building genuine client relationships, they provide tailored insights that prioritize clients' best interests and long-term success. I was tasked with creating the logo, brand identity, and website for the company.
I started with a discovery meeting to get to know more about the client and their business. I asked detailed questions about their vision and values, their target audience and current clients, and the pain points and opportunities they saw for their business. I also researched competitors to identify the market's current trends and to see where I could design a unique story for the business that was separate from its competitors.
"conversations for life"
alternate logos
From there, I sketched multiple logos and sent the client three designs I felt most highlighted the brand of the market. We landed on a logo that felt professional, luxurious, and soothing. The cursive "s" hides both a small bridge and shelter in its calligraphy. It was a kismet design!
primary logo
The patterns are gilded lines that stretch across simple backgrounds and images. This portrays the ups and downs of life, each that carry hopefulness (or 'gold') for the future. It gives the sense of liveliness, uniqueness, and optimism.
pattern
The documents and materials designed for Shelterbridge Financial were created to convey the agency's mission and approach to financial literacy and hopefulness in financial planning. These mockups consider the brand's typography, colors, photography guidelines and brand voice.
mockups
The focus of the Shelterbridge Financial website was to not only highlight the professionalism and trustworthiness of the company, but to provide various CTAs that encouraged viewers to share their personal experiences with their finances. The funnel guides viewers to contact the Shelterbridge team as part of a lead generation strategy and solidifying the company's brand of providing financial advice that is custom-fit to each individual's unique life circumstances.
