Website design for Financial planning – Propel Wealth Management

Client Overview:
Client Company: Propel Wealth Management
Platform: WordPress, Elementor, Elementor Pro, Piotnet addons, Elements kit lite, Yoast SEO

White label Partner: The Cosmic Collective

About Propel Wealth Management:

Propel Wealth Management is a financial planning services firm with a mission to provide clients with personalized wealth management advice to simplify their lives. With over 30 years of industry experience, Propel serves a diverse clientele, including attorneys, medical professionals, corporate executives, and business owners, offering comprehensive planning and personalized service.

Challenges and Objectives:

Propel Wealth Management approached Obzsar, a web design company, seeking a website that reflects its commitment to personalized financial planning. The key objectives included:

1. Showcasing Expertise: Highlighting Propel’s diverse team of CPAs, attorneys, certified financial advisors, and wealth management experts.
2. Comprehensive Service Offering: Clearly communicating the wide range of financial services provided by Propel, including budgeting, estate taxes, investment planning, and more.
3. Building Trust: Establishing a professional and trustworthy online presence to instill confidence in potential clients.
4. User-Friendly Design: Creating a website that is easy to navigate, ensuring a seamless user experience.

Web Design Process:

Obzsar employed a strategic approach to meet Propel’s objectives, utilizing the following tools and processes:

1. WordPress: Leveraging the flexibility and scalability of WordPress as the Content Management System (CMS).
2. Elementor: Implementing the Elementor page builder for a visually appealing and customizable design.
3. Pionet Addons and Elementskit Lite: Enhancing functionality and design elements with these add-ons to create a unique and engaging website.
4. Yoast SEO: Implementing SEO best practices to optimize the website for search engines, ensuring better visibility.
5. Responsive Design: Develop a website that is responsive across various devices to cater to the diverse online habits of users.

Results:

The collaboration between Propel Wealth Management and Obzsar resulted in a website that effectively addresses the client’s objectives:

1. Professional Aesthetics: The website reflects the professionalism and expertise of Propel, establishing trust with potential clients.
2. User-Friendly Interface: The intuitive design ensures a positive user experience, making it easy for visitors to navigate through services and resources.
3. Optimized for Search Engines: Yoast SEO integration improves the website’s search engine visibility, attracting relevant traffic.
4. Increased Engagement: The use of Elementor and addons enhances the visual appeal, leading to increased user engagement.
5. Responsive Across Devices: The responsive design ensures a consistent experience for users accessing the site on various devices.

Conclusion:

The collaboration between Propel Wealth Management and Obzsar resulted in a visually appealing, user-friendly, and informative website. The new online presence effectively communicates Propel’s expertise and commitment to providing comprehensive financial planning services, ultimately contributing to the growth and success of the firm.