Overview
Crafted a unified brand identity system for five proprietary sales strategies used in advisor-client communications. Each strategy needed to feel distinct but still align under a master visual system.
The Problem
Each resource previously stood on its own, leading to disjointed branding and messaging. Advisors struggled to present the strategies as part of a larger, cohesive planning process. This also created inconsistencies across digital and print formats.
The Solution
Designed a set of adaptable, monogram-style logos with supporting visual styles that connected the strategies while allowing for individuality. Created flexible templates with consistent type hierarchy, grid systems, and clear logic for layout adaptations — enabling easy use across presentations, printouts, and digital PDFs. Each identity conveyed a strategic mindset: bold, structured, and intentional.
Tools Used
Figma, Illustrator, InDesign
