Website Redesign

Next Level Planning Branding and Website Redesign

Next Level Planning provides comprehensive financial planning and wealth management services. Beyond this, they also partner with employers to provide their employees with financial education seminars.


Next Level Planning had two brands under their umbrella, one targeted towards those 45 and under and another for those 45 and up, Help You Thrive and Retire You, respectively. They wanted to roll them up under one parent brand, Financial Wellness Done Right, which needed its own logo. The two brands had their own websites under a proprietary content management system that was difficult to support. This meant that to transition the sites, all content and functionality needed to be re-created in WordPress.


Next Level Planning partnered with Envano to help solve these problems. Our team not only created the logo, but we also re-created the site and found plugins to streamline the registration process for their customers. Since launch, they have seen 1,000+ registrations to their financial workshops.

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