Il nostro lavoro.
(our work, in Italian. Sounds better though, doesn't it?)
Our recent projects:
Simon was looking for a one-page financial plan to use with his clients.
We created a one-page financial plan for these guys to use with their clients.
Xentum Financial Planning
Mark and his team were looking for a TOB, Client Agreement and First Meeting Checklist.
Broadoak Financial Planning
Rich and Mark needed a brochure, client agreement and risk questionnaire to use with their clients.
We do document design for financial planners.