Flat-Fee Financial Advisory Platform —

Flat-Fee Financial Advisory Platform — Carroll Advisory Group

Built the web platform for Carroll Advisory Group — a data-driven financial advisory firm that replaces generic retirement advice with precise, personalized strategies for analytical thinkers. All for a transparent flat annual fee in an industry built on hidden charges. Developed the client-facing website on Kajabi with a conversion-focused design that builds trust immediately — clean layout, clear service positioning, testimonial integration, and a streamlined client process flow that moves prospects from discovery to engagement. Built the content architecture including blog/resource hub for SEO-driven lead generation, team pages that humanize the firm, and secure document upload integration (Encyro) for handling sensitive financial information.