Navigate Financial Planning Branding

Creative Direction

Navigate Financial Planning, being a new player in the market, requires expert guidance to establish a strong brand presence and credibility. It is crucial for them to develop a comprehensive visual identity that authentically portrays their values and professionalism. This enabled them to cultivate a perception of trustworthiness among their target audience and position themselves as a reliable provider of financial planning services.


By developing a complete identity system, we created a cohesive brand image for Navigate Financial Planning. Our approach involved designing a logo that embodied their mission to help people navigate your unique journey, employing clean and meaningful iconography. Through a careful selection of navy and golden-yellow colors, we established a sense of trustworthiness and approachability. Additionally, we developed complementary brand elements and implemented them across various mediums, ensuring consistency and effectiveness in communicating their services

Jake Stalder

Jordan delivered a visually appealing and functional website for my new business.  It also has built in functionality to help future prospects book meetings directly with me, which many have already used to do so!  He took careful time to get the nitty gritty details right and built out a site that fits my industry and brand very well.

– Jake Stalder, Certified Financial Planner



Business Cards

Social Branding