How EWealthMgmt started their postcard, flyer or print journey
Who are you known as?
Efficient Wealth Management
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
Our mission is to provide a consultative wealth management solution that goes beyond investment consulting to include the advanced planning needs of our clients
We offer investment consulting strategies that help our clients protect their wealth while working toward their financial goals. Moreover, working with our team of experts, we provide advanced planning solutions that help our clients mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken, and maximize the impact of their charitable giving.
Please refer to our website: Efficientwealthmanagement.com
What inspires you and how do you envision the design for your business?
We would like a flyer with the attached logo, pyramid structure (titled Pyramid of Business Relationships) and Process Formula beneath the pyramid. The plan is to have these left aligned in order to leave space to the right and below for note taking
ADDITIONAL TIPS FOR FURTHER EDITING: Thank you for your submitted designs. Furthermore, we would like a basic flyer with the pyramid on the LEFT side of the page with the whole flyer being white for future note taking. Please use our uploaded high-definition company logo (EWM). We would like the wealth management formula included on the flyer as well. All of these are uploaded for your use. Thank you, and please reach out if you have any questions!!
Please refer to our website for color scheme ideas