Job Description
I am a CFP® (Certified Financial Planner) who is building a clean, professional estate-planning system called the Essential Documents Process™ (EDP).
I need an experienced graphic designer to create high-end, client-facing materials that reflect a modern financial planning practice — NOT a legal template or generic Canva-style design.
Scope of Work (Initial Project)
Create 2–3 polished deliverables:
Client Flyer (1 page)
“Estate Planning Made Simple” style
Clean, modern, easy to read
Designed for print and PDF
Client Handout (1–2 pages)
Explains the Essential Documents Process™
Structured, professional, strong visual hierarchy
Process Diagram (Signature Visual)
Clean, minimal, high-end visual of the process
This will become a core branded asset
Design Direction (Important)
Style: Modern, minimal, professional
Background: White or soft white (NOT dark)
Colors: Navy and gold accents
Feel: Financial advisor / wealth management level
Clean typography, strong spacing, no clutter
Avoid:
“Legal document” look
Over-designed or busy layouts
Template-style work
I Will Provide
All written content (fully developed)
Existing draft materials
Logo and branding direction
Clear feedback and fast communication
✅ Requirements
Strong portfolio with clean, professional layouts
Experience designing for:
Financial services, consulting, or professional services (preferred)
Ability to take direction and elevate design quality
Attention to spacing, typography, and hierarchy
Budget
$200–$300 for initial project
(If this goes well, I will have ongoing work for additional materials)
⏱ Timeline
Looking to get started immediately
First drafts within 3–5 days
To Apply
Please include:
2–3 relevant samples (clean, professional work only)
A short note on how you approach this type of project
Confirmation you can work within the style described above
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