• C$160

• 31 designs

• 13 designers

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Vector Design Brief

Wiegers Financial & Benefits is a financial planning firm in Saskatoon, Saskatchewan, Canada. We need a graphic design prepared that illustrates visually our 7-step financial planning process. The 7 steps are listed in the attached document (though please REMOVE the 8th step listed in the attachment as this is not something we promote to our clients when we first start working with them).

In terms of the 7 steps:

Steps 1 -3 are when the financial advisor tells clients about who he or she is, what he or she does, and how he or she gets paid.

Steps 4 - 5 are when the financial advisor asks clients for soft facts (family background, number of children, etc.) and hard facts (at what age they'd like to retire, financial information, etc.).

Steps 6 - 7 are when the advisor prepares and then presents to the client a custom-designed financial plan.

Our corporate colours are RGB red (205, 32, 44) and grey (165, 172, 175) but the design needn't be limited to these colours. I indicated that we need a cycle diagram but we are open to other illustrative ideas.

The design should be very clean and modern. It needs to convey the fluidity and flexibility of our seven-step financial planning process. It should communicate that our financial planning process is fluid and ongoing, and that it is adaptable to changes to our clients' financial goals and life circumstances (e.g. the birth of a new baby).

I also attached some design inspirations, that you may find useful.

Industry/Entity Type

Financial

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Font styles to use

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Look and feel

Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.

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Requirements

Must have

• My project must include the seven steps of our financial planning process as follows:
• - Step 1: Who you are
• - Step 2: What you do
• - Step 3: How you get paid
• - Step 4: Soft facts
• - Step 5: Hard facts
• - Step 6: Information analysis
• - Step 7: Presentation and close

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Files

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