Flowchart/Infochart Design Request
- Status: Closed
- Prize: $50
- Entries Received: 8
- Winner: Rhiasmorry
Contest Brief
I need a creative flowchart/infochart based on a picture for a company in the financial services industry.
The text and logo are attached. We would like to use the colors from the logo and envision an idea with a plant with gold leaves to capture the growth framework and SIMPLIFY message.
We would like the diagram to be 1920x1080.
Here is the content for the document and it is also attached in a WORD document. Thank you.
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PMG-T Framework
Protect what you’ve worked hard for.
Manage your assets using unique strategies created just for you.
Grow your assets. Increase the value of your current assets and continue to add additional income.
Transfer your assets. Begin developing plans on how you will ensure your hard-earned wealth will be placed where it will be put to good use (i.e., trusts, legacy giving, generational wealth, etc.)
Our PMG-T Framework is our integrated client onboarding process. The PMG-T Framework is in place to help you SIMPLIFY your financial life!
SIMPLIFY
Support - We focus on helping you increase your confidence in making financial decisions.
Intuitive - We first want to learn about your life events and lifestyle. We meet you where you are.
Maintenance - We work with you to develop cash management practices to cover your daily financial necessities.
Planning - We want to learn about your goals, desires, and dreams. We build your financial plan around them.
Learning - We provide you with continual educational resources and tools to enhance your financial acumen and keep you informed about the financial industry and economy.
Integration - We want to collaborate with you to help you achieve financial success. We want to develop a long-term advisory relationship with our clients.
Future - We work with you to put plans in place for the future of your wealth. This includes legacy giving, estate planning, business succession, and more.
You - We center everything around your values and your vision. We don’t believe in one-size-fits all solutions. We acumen
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Employer Feedback
“Delle was an absolute joy to work with! The work was creative and the handoff was seamless. ”
ciateam, United States.
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