ELI · FINANCIAL INTAKE

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I'm interested in:

Retirement Planning

Investment Management

Tax Strategy

Estate Planning

Business Succession

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🔍 Discovery Call FREE

📊 Financial Review $250

⚡ Comprehensive Plan $750

LEADREADY · FINANCIAL COMMAND

WEALTH
COMMAND

For those who preserve generational wealth

BY THE NUMBERS

MILLION UNDER MANAGEMENT

FAMILIES SERVED

CLIENT RETENTION

FREEDOM

Designed for those who've earned it

LEGACY

For generations to come

SECURITY

Protected. Always.

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YOUR FIRM NAME

As it should appear to clients and regulators

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FIRM STRUCTURE

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REGULATORY ID

Used for compliance disclosures

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YEARS ESTABLISHED

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ASSETS UNDER MANAGEMENT

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MINIMUM ACCOUNT SIZE

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PRIMARY SERVICES

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Retirement Planning

Investment Management

Tax Planning & Preparation

Estate Planning

Insurance Analysis

Business Succession

Divorce Financial Planning

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TARGET CLIENT PROFILES

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COMPLIANCE OFFICER

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REGULATORY DISCLOSURES

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TEAM SIZE

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ADD TEAM MEMBERS

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DESIGNATIONS TO HIGHLIGHT

CFP® CFA CPA JD EA ChFC CLU AEP®

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BRAND COLORS

Primary

Secondary

Accent

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FONT PAIRING

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BRAND VOICE

⚖️ Fiduciary Guardian

📚 Wealth Educator

📊 Tax Strategist

👑 Legacy Builder

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YOUR TAGLINE

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ABOUT YOUR FIRM

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MISSION STATEMENT

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LICENSED STATES

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OFFICE LOCATIONS

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BUSINESS HOURS

Mon

Tue

Wed

Thu

Fri

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CONSULTATION OFFERINGS

Free Discovery Call (15 min)

Financial Review ($250) · 60 min

Comprehensive Plan ($750) · 90 min + written plan

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LEAD MAGNET: RETIREMENT CALCULATOR

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LEAD MAGNET: TAX SAVINGS ESTIMATOR

Show visitors potential tax savings?

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CLIENT PORTAL

Secure document vault for clients

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BILLING STRUCTURE

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PAYMENT METHODS

ACH Transfer

Credit Card (fees apply)

Check

Wire Transfer

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COMPLIANCE ARCHIVING

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LEGAL DISCLAIMERS

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YOUR ESTATE PLANNING JOURNEY

📋

Discovery

Understand your assets and goals

📜

Document Drafting

Will, Trust, Power of Attorney

🔒

Funding

Transfer assets to trust

👨‍👩‍👧‍👦

Legacy

Generations protected

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ADD FREQUENT QUESTIONS

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CLIENT TESTIMONIALS

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SEO KEYWORDS

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SOCIAL PROFILES

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GOOGLE MAPS

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REFERRAL PROGRAM

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REVIEW PLATFORMS

Google Reviews

SmartAsset

Yelp

BrightScope

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INTEGRATIONS

Salesforce

HubSpot

Slack

QuickBooks

Zapier

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API ACCESS

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COMPLIANCE TIER

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DATA RETENTION

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SECURITY SETTINGS

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CHOOSE YOUR COMMAND LEVEL

STARTER

$197

/mo

PRO

$297

/mo

🔥 MOST POPULAR

PREMIUM

$497

/mo

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YOUR DOMAIN

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REVIEW YOUR COMMAND

Firm: Peninsula Wealth

AUM: $847M

Tier: Pro

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COMMAND
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