Bloom Financial Planning
Financial planning firm focused on empowering women through major life transitions with a warm, approachable brand.
Overview
Bloom Financial Planning serves women navigating major life transitions - divorce, widowhood, career changes, and inheritance. Their all-female team provides judgment-free guidance.
The Challenge
Most financial advisor websites feel masculine and intimidating. Katherine wanted to create a space where women felt comfortable discussing money without judgment. Their original site looked generic and failed to connect emotionally.
Our Approach
We developed a warm, feminine brand with soft lavender and blush tones. The messaging focused on life transitions rather than investment jargon. Photography showed real women in relatable situations.
The Results
The rebrand was transformative. They became the #1 ranked women-focused financial advisor in Seattle. Client referral rate hit 78% as women shared the resource with friends facing similar transitions.
Key Takeaways
- 1Niche positioning creates powerful differentiation
- 2Emotional connection drives referrals in financial services
- 3Design can make financial planning feel accessible
- 4Speaking directly to your ideal client repels the wrong fit
“For the first time, I found a financial advisor website that felt like it was speaking to ME. The brand perfectly represents who we serve.”
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