
Encapsulate the Essence Your Brand
Your Firm's Style Guide
The Style Guide Worksheet





Style Guide
Complete as much of this document as possible. Your colors, fonts and graphics set your visual standards. Use your company's values, mission and vision to communicate your internal values. The more detail you include the easier it is for your designers to deliver it right the first time. Don't forget to have fun
Our digital strategies are designed to support the needs of CERTIFIED FINANCIAL PLANNER™ Professionals and RIAs.
PLEASE CHECK OUT OUR SERVICES TO LEARN MORE ABOUT OUR PROGRAMS.
The Ideal Client Worksheet





Instructions:
Complete as much of this document as possible. Your colors, fonts and graphics set your visual standards. Use your company's values, mission and vision to communicate your internal values. The more detail you include the easier it is for your designers to deliver it right the first time.
Our digital strategies are designed to support the needs of CERTIFIED FINANCIAL PLANNER™ Professionals and RIAs.
PLEASE CHECK OUT OUR SERVICES TO LEARN MORE ABOUT OUR PROGRAMS.