Financial Legacy Planning with Kim: Personalized Thank-You Cards

Christine

Christine Cafe

Financial Legacy Planning with Kim

The Client: Kim is a licensed financial advisor specializing in wealth building and risk management, deeply committed to putting his clients’ best interests at the heart of everything he does. Objective: Designed personalized thank-you cards that elevate Kim above the typical advisor experience, combining minimalistic, masculine, and luxurious design with a heartfelt touch. Each card was created to reflect his brand while conveying genuine appreciation, trust, and the meaningful relationships he cultivates with every client. Outcome: The cards set a new standard for client communication, combining luxury and minimalism with a personal touch. They successfully deepened client loyalty and highlighted Kim’s genuine commitment to their financial well-being. Role: Lead Designer and Brand Strategist Duration: 3 weeks Key Skills: Graphic & Print Design, Client Relationship Marketing, Branding & Identity, Creative Direction and Concept Development City: Vancouver, Canada
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Posted Aug 21, 2025

Designed personalized thank-you cards for a financial advisor, enhancing client loyalty.