Financial planning can be stressful and convoluted, and Holistic Planning wants to change that, beginning with finding a partner, meaning their website needed to immediately put viewers at ease. We conducted a thorough analysis of their competitors’ websites, identifying areas in which they excelled and where improvements could be made. Finding most were spartan and bland, we wanted to lift Holistic Planning above their competitors in both form and function.
We strive to give all of our clients' autonomy in updating their services, offerings, and content, so we knew an adaptable website structure was essential. We recommended Elementor Pro for a WordPress site along with a staging environment to test changes within a practice environment.
At the outset of their company, Holistic Planning relied heavily on Fahrenheit’s knowledge of adjacent services, integrations, and plugins that would help them not only capture leads but maintain a marketing, sales, and service funnel, all of which would seamlessly integrate with their site. We wanted all aspects of this project to be deliberate so that the final product would help them stand out in a bustling digital marketplace.