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- Son Devil Gear
How EWealthMgmt started their print or packaging design 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
Efficient Wealth Managment is an independent fee-only financial planning and investment advisory firm.
What inspires you and how do you envision the design for your business?
We are looking to redesign the layout of our spiral bound investment planning information with a more professional look. This packet is given to clients at the first meeting so that they can complete and return when they choose to move forward in the financial planning process.
The following word documents are the items currently assembled:
Cover Sheet (1 page)
Cover letter (1 page)
Schwab New Account info (4 pages)
Code of Ethics (1 page)
Directions to office (1 page)
I have attached these word documents that we would like to redesign so that when assembled they will present a more professional look.