
Essential Website
A plug-n-play, turn key (fully furnished) website with a quick and easy setup personalized with your branding, with a choice of monthly hosting/tools.
BEST FOR: Advisors who want a professional looking website, with minimal thinking, as quick as possible, with the option of website tools needed to maximize the website.
This design is typically a 2 to 4 week turnaround.
(as long as you stay on top of it!)
The Essential Website Design
$599 One-Time Investment + Choice of Monthly Hosting/Tools (see below)*
*Then Combine with a Marketing Option for a fully integrated marketing system!
This design process is done all via email, with the following steps:
- Fill out a survey about your business, with your logo and preferences
- Choose from 3 strategy-focused Essential themes (floorplans)
- FMG's fulfillment team will build your initial website, purchase 5 stock photos for you, add content/photos you provide for your bio, company description and services in your survey
- Receive a preview link of the initial build
- Reply via email with 1 round of edits, to make content changes, swap out photos, add menu/navigational items, team members, etc.
- Receive assistance with URL/Domain name purchase (included if you need one) or redirect of your current/purchased URL/Domain
- Have your website go live within 2-4 weeks!
- Additional edits are then done on your own once the site is live, via your FMG dashboard!

Essential Website examples (Theme):
www.fsladvisors.net/ (Community)
www.vanburenwealth.com/ (Financial Expertise)
www.carver-capital.com/ (Financial Expertise + Premium tools)
www.peltomacapital.com/ (Financial Expertise + Personal photos)
www.tjdfinancialplanning.com/ (Niche + Premium tools)
With The Option To Add:
Tailored Copywriting
$699 one-time investment
Personalized copywriting, based on a detailed questionnaire you'll fill out, followed by a phone call with your copywriter, for your new website's:
Home Page (300-500 words)
Copywriters will personalize the home page copy based on a detailed questionnaire you'll fill out.
Service Page (200-350 word introductions)
While not a from-scratch service copywriting offering, copywriters will prepend introductory sections for each service, personalized for your firm.
About Page (200-350 words)
Copywriters personalize an about page for your firm.
Bios (200 words per bio)
Based on a questionnaire and available research material.
- 5 bios included (all done during the website design, not available after for future employees/advisors)
- A pack of 5 more bios can be purchased for an additional $150 (to be used during the website design).
Monthly Hosting/Tools Choices:
Premium Website Hosting/Tools (Most Popular for the Best Value!)
$139 per month*
*Ask me about any discounts through your Broker/Dealer or Affiliations
- Website content (videos, articles & calculators) built into the design and automatically added monthly to your website
- The ability to log in to view traffic, make edits to your website and more on FMG's proprietary platform
- Access tutorials on FMG's Knowledge Base to master editing your website
- Premium Service: you'll have the ability to schedule appointment with service, vs. calling or emailing with potential hold times
- Lead Studio - The ability to add nteractive website forms with eBook/guides/Quiz pop-ups, sections, landing pages and page gating, to engage website visitors with a call to action!
Place strategically throughout your website to capture and interact with visitors- especially those not ready to contact/schedule a time with you! Click below for samples.
eBook and Quiz Sections, Pops ups & Page Gating
eBook and Quiz Landing PagesGet notified when someone fills out a form.
eBooks automatically download with your branding and contact information so you don't have to touch it!
Offers for eBooks add value to current clients, referrals, and especially prospects/referrals not ready to contact you yet!
Use FMG Marketing automated campaigns to drip and nurture these contacts into clients over time! (See Marketing Options)
- Blog Studio- Add the ability to post blogs to your website and easily share via email/social media.
See Blog example here. - Local Listings - Increase your chances to show up on the local Google map and have accurate contact information across 60+ online directories.
*If you'd like more than one of website tools above, Premium Website hosting below is a better value!
PLUS the option to add on for $49 more per month:
- Accessibility Lock - Provide the best experience for visitors with disabilities. ONLY available on as it's own add-on to an Essential or Premium Website design.
To take a test drive, check out "Premium Website Tools"!
For a great sample of how to best use these Premium website tools, browse:
www.jmitchellassociates.com/
- Scroll down the homepage to see multiple forms to engage website visitors! (especially ones who aren't ready to call you!)
- Click "Tools" and review "eBooks", the Retirement checklist showing "page gating", the blog, and events, all possibilities to maximize your website!
Or...
Essential Website Hosting/Tools
$79 per month*
*Ask me about any discounts through your Broker/Dealer or Affiliations
- Website content (videos, articles & calculators) built into the design and automatically added monthly to your website
- The ability to log in to view traffic, make edits to your website and more on FMG's proprietary platform
- Access tutorials on FMG's Knowledge Base to master editing your website
- Service by phone/email
Plus the option to "a la carte" Premium website tools:
- $49 more per month:
Lead Studio - The ability to add interactive website forms with eBook/guides/Quiz pop-ups, sections, landing pages and page gating, to engage website visitors with a call to action!Place strategically throughout your website to capture and interact with visitors- especially those not ready to contact/schedule a time with you! Click below for samples. Click below for samples.
eBook and Quiz Sections, Pops ups & Page Gating
eBook and Quiz Landing PagesGet notified when someone fills out a form.
eBooks automatically download with your branding and contact information so you don't have to touch it!
Offers for eBooks add value to current clients, referrals, and especially prospects/referrals not ready to contact you yet!
Use FMG Marketing automated campaigns to drip and nurture these contacts into clients over time! (See Marketing Options)
- $49 more per month:
Blog Studio- Add the ability to post blogs to your website and easily share via email/social media.
See Blog example here. - $49 more per month:
Local Listings - Increase your chances to show up on the local Google map and have accurate contact information across 60+ online directories.
*If you'd like more than one of website tools above, Premium Website hosting below is a better value!
- Accessibility Lock - Provide the best experience for visitors with disabilities. ONLY available as it's own add-on to an Essential or Premium Website design.
What to Do with a Windfall
"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.