making waves in the financial industry


We love our clients who come to us through referral and word-of-mouth. The biggest complement we can get comes when past clients hand over our virtual business card to another person whom they know would benefit from our services.

Dianna came to us from a friend and past photography client (see, you never know where your next referral might come from!). She was in a typical, new start-up position, specifically in the service-based business owner realm; Dianna had a logo and not much else.

We see this repeatedly in our industry. Clients want to start a new business and think that a logo is the first thing they need. And while brand recognition comes through visual elements like a logo, a brand’s foundation is not established through something as simple as a brandmark.

Together, we helped Dianna build the foundational elements of her brand, starting with WHY (purpose) and then developing her brand’s value (why clients should choose her), who Definitive’s target audience is, and then finally the visual elements that help personify her brand’s personality, tone, and voice. Here’s the results:

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Definitive Financial is a competent brand that is reliable, intelligent, and successful.

The pillar words that frame the brand:

Peace-Of-Mind • Excitement (for the future) • Strategic • Flexible


While the main colors of the brand had been established, through the brand discovery process we uncovered a few additional color that would help bring some freshness, friendliness, and excitement to the brand.

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We believe in bringing you value from the very first interaction, no matter the path you choose.

We believe in an intimate understanding of what you, as a business owner, care about and seek to fully understand your unique goals and objects; we don’t make assumptions about what’s important to you.

We believe in protecting what you’ve worked so hard for through a process that is easy, clear, cost-effective, and stress-free.

We believe in bridging the connection between your personal, professional, and business goals in order to bring meaning, relevance and peace-of-mind to the conversation.

We believe that life is unpredictable; the coverage, advice, and flexible solutions we recommend help you know, at least from a financial perspective, that everything will be okay.

We believe in face-to-face conversations and relationship-building, and that’s why we help you make the best financial decisions. Period.


Ultimate peace-of-mind. Intimate strategy.

Rooted in an intimate understanding of your financial objectives, our strategic process offers an organized, cost-effective, clearly prioritized protection plan so you can achieve ultimate peace of mind and financial clarity surrounding your company’s most pivotal objectives.

We guide you through a strategic process that brings clarity and prioritization to the financial decisions made around your company, benefit offerings, key employees, and overall business plan.

We help you reap the personal and financial benefits of your business through a process that aligns with your goals, maximizes the value of your business, protects your bottom line, and rewards employees who are vital to the success of your company.

Ultimate peace-of-mind. Intimate strategy.

LOGO (not our design)

Definitive Financial Logo


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Social Media Banner/Timeline Images

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Business Card Design

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