Envision Financial Planning

Website Design

Envision Financial Planning is a fee-only financial advisory firm based in San Francisco, helping individuals and families navigate complex financial decisions with confidence. The website, designed in Figma and built with WordPress and Elementor, guides users through core services like retirement planning, tax strategy, and investment management. WooCommerce is used for gated resources and consultation bookings. The site is SEO-optimized via RankMath, enhanced with Google Analytics and custom JavaScript for interactivity. Designed to build trust, the platform reflects Don Martini’s expertise and personal approach, converting visitors into long-term clients through educational content, media mentions, and a clear call to “Schedule a Complimentary Call.”

Client

Country

Industry

Year

Needed to simplify complex financial topics and service offerings for visitors with varying financial literacy levels.

Had to create a trust-driven, professional interface for a highly personal, advisory service.

Required clear segmentation of services while keeping the site experience lightweight and mobile-friendly.

Needed to boost organic reach and local SEO visibility in a competitive financial planning market.

Created user-friendly service sections using everyday language supported by tooltips, FAQs, and article links for deeper learning.

Designed a clean, modern layout with testimonials, credentials, and media mentions to build authority and client trust.

Optimized performance and UX with responsive design, fast-loading pages, and easy scheduling via embedded consultation forms.

Integrated SEO best practices, schema markup, and a blog content strategy to improve local search rankings and content discovery.

Built on WordPress + Elementor to offer flexible content editing and consistent branding across all devices.

Designed using Figma, allowing smooth wireframing and iteration with the client for clarity and content hierarchy.

 

WooCommerce used for consultation booking and potential gated product offerings in future (e.g. financial worksheets).

RankMath SEO, Google Analytics, and custom JavaScript integrated for performance tracking, search optimization, and user interaction.