Steadfast Wealth Website Redesign Proposal
A Modern Digital Presence for a Trusted Advisory Firm
Prepared by Raise Launch · March 28, 2026
About Raise Launch
16+ Years of Experience
Deep expertise in capital raise marketing and the financial advisor space — we speak your language.
Full-Service Creative Agency
Branding, web, marketing automation, video production, and more — all under one roof.
Flexible Collaboration
Start where it makes most sense and expand over time. No pressure, no lock-in.
Understanding Your Needs
Based on our discovery call here is what we understand about Steadfast Wealth's goals:
Outdated Website
The current site was built by a family member over a decade ago and needs a significant modernization — both in design and usability.
Client-Ready Confidence
Current clients should feel proud sharing the website with friends and family as a trusted referral resource.
Preserve Existing Content
Messaging and content stays intact for now. The new logo — a shield and lighthouse design — will be integrated into the redesign.
Website Redesign
Core Deliverables
Modern, professional design reflecting Steadfast Wealth's brand and credibility
New shield and lighthouse logo integration with updated brand colors
Video hero banner on homepage for a dynamic first impression
Raymond James client login link and prospect Contact Us form
Technical Foundation
Custom-built CMS with drag-and-drop editor — update content without any technical expertise
Mobile-responsive design optimized for all screen sizes and devices
SEO best practices implemented throughout for maximum online visibility
Website Redesign
Every element of your new website is designed to build trust, convert prospects, and reflect the professionalism of Steadfast Wealth.
Design & Brand
Custom Visual Design
Tailored look and feel built around the Steadfast Wealth brand — not a template.
Shield & Lighthouse Logo Integration
Your new logo prominently featured with updated brand colors throughout.
Video Hero Banner
A looping background video on the homepage creates an immediate, cinematic first impression.
Mobile-Responsive Layout
Looks and works perfectly on desktop, tablet, and phone.
Pages & Features
Homepage
Hero video, value proposition, and clear calls to action.
About Page
Your story, team bios, and credentials.
Services Page
Clear breakdown of what you offer and who you serve.
Contact Page
Prospect inquiry form and Raymond James client login link.
CMS Editor
Drag-and-drop backend so you can update content anytime — no developer needed.
SEO Foundation
Best practices baked in from day one for online discoverability.
Hosting & Maintenance
Raise Launch handles all technical infrastructure — hosting, updates, and ongoing changes — so your team stays focused on clients, not web management.
Hosting & Maintenance
Raise Launch handles all technical infrastructure — hosting, updates, and ongoing changes — so your team stays focused on clients, not web management.
🖥️ Managed Hosting
Reliable hosting provided and maintained by Raise Launch end-to-end.
🔧 Maintenance Included
Any updates, tweaks, or changes handled by our team — just ask.
✏️ Self-Service CMS
You also retain full backend access to make simple edits yourself anytime.
Storytelling & Brand Building
Beyond the website, Raise Launch offers a full suite of brand-building services to deepen your story and grow your presence.
Storytelling Workshop
A deep-dive session to uncover Steadfast Wealth's history, values, and what makes the firm truly unique.
New Copywriting & Messaging
Fresh, compelling content developed from your authentic story and tailored to attract your ideal clients.
Brand Video Production
A 2-minute professional video that tells the Steadfast story — letting prospects see your face and build trust before the first meeting.
Expanded Marketing Services
Social media graphics, email campaigns, webinars, and more — available as your strategy grows.
Print Collateral
Leave a Lasting Impression
Your brand doesn't stop at the screen. Raise Launch designs print materials that reinforce Steadfast Wealth's credibility at every touchpoint — from the first handshake to the follow-up meeting.
Advisor Brochures
A professionally designed leave-behind that tells your story, highlights your services, and builds trust long after the meeting ends.
Presentation Folders
Branded folders for client meetings, onboarding packets, and proposals — polished and cohesive with your full identity.
Envelopes
Custom-branded envelopes that make every piece of correspondence feel intentional and professional.
Single Sheets & Flyers
One-page overviews of your services, investment philosophy, or firm story — perfect for events and referral conversations.
Business Cards
Premium business cards that reflect the quality of your firm and make a memorable first impression.
Custom Add-Ons
Notepads, letterhead, thank-you cards, and more — any print piece your brand needs, we can design it.
Client Marketing
Stay Top of Mind, Always
Retaining and deepening client relationships is just as important as attracting new ones. Raise Launch creates the touchpoints that keep Steadfast Wealth present, personal, and memorable throughout the year.
Quarterly Review Postcards
Branded, personalized postcards sent ahead of quarterly reviews — a tangible reminder that you're proactive, attentive, and invested in your clients' success.
Custom Birthday Postcards
A thoughtful, branded birthday card that arrives in the mail — a small gesture that creates a lasting impression and strengthens the personal relationship.
Email Marketing
Professionally designed email campaigns — market updates, firm news, event invitations, and more — keeping clients informed and engaged between meetings.
Live Event Marketing
Full creative support for Lunch & Learns, client appreciation events, and seminars — invitations, signage, presentation materials, and follow-up communications.
Custom Campaigns
Seasonal outreach, milestone celebrations, referral programs, and more — tailored campaigns designed around your client relationships and growth goals.
Advisor CRM
Manage Your Practice from One Place
Raise Launch partners with WealthAdvisorCRM.com — a purpose-built CRM for financial advisors and RIAs. Manage clients, automate workflows, track trades, and grow your practice from a single platform.
$47/month + $5/month per additional user — includes a free 7-day trial, no credit card required.
Included for free with hosting package.
What's Included
AI-Powered Assistant
Daily briefings, client summaries, meeting prep, and AI-generated reports — your virtual back-office analyst.
Client & Prospect Management
Unlimited client profiles with full financial pictures: accounts, income, real estate, insurance, estate planning, and auto-calculated net worth.
Opportunity Pipeline
Stage-based Kanban pipeline to track prospects from discovery to close, with value tracking and automated alerts.
Trade Blotter & Fixed Business
Full trade lifecycle tracking — submissions, funding, commissions, policy delivery, and surrender dates.
More Features
Google & Outlook Sync
Two-way calendar and email sync — every meeting and email automatically linked to client records.
Apps, Forms & Documents
Assign forms to clients, track completion with proof uploads, and manage your entire document workflow digitally.
Team Collaboration
Invite your team, assign tasks, manage roles and permissions — all under one subscription.
Mobile-Friendly & Secure
Fully responsive on any device, 256-bit SSL encryption, and 24/7 support.
Our Flexible Approach
Start Smart
Begin with what matters most — the website redesign. No pressure to add services before you're ready.
Accordion Model
Expand services at any time as your marketing strategy evolves. One-off projects or ongoing retainer — your choice.
True Partnership
Collaborative, flexible, and always here when you need us. Come in and out of the store as needed — no lock-in, no friction.
Investment Overview
Transparent, straightforward pricing — start with what you need and expand when you're ready.
Full Package Bundle
Everything above — Website Redesign + Hosting & Maintenance + Storytelling Workshop + Brand Video + Branding Overhaul
Save $1,075 — 10% off when you bundle all services
Why Bundle?
- One cohesive brand voice across every touchpoint
- Seamless execution — one team, one vision
- Significant savings vs. à la carte pricing
- Priority scheduling and dedicated support
* Hosting & Maintenance billed annually at $1,500/year. All other services are one-time project fees. Bundle discount applied to one-time fees only.
Payment Options
50/50 Split
50% due at project kickoff, 50% due upon completion. Simple, straightforward, and no surprises.
3-Month Payment Plan
Split your bundle investment into 3 equal monthly payments. Available exclusively with the Full Package Bundle.
** Payment plan available on Full Package Bundle only. Can elect to bundle all other services after Website Redesign project is completed.
Ready to Get Started?
Here's exactly what happens when you say yes — we move fast and handle everything.
Let's Build Something Exceptional
Raise Launch — Creative Agency for Financial Advisors
Nicole Nixon
nicole@raiselaunch.com