Flat-Fee Financial Advisory Platform — Carroll Advisory Group by Florencio RosalesFlat-Fee Financial Advisory Platform — Carroll Advisory Group by Florencio Rosales
Flat-Fee Financial Advisory Platform — Carroll Advisory GroupFlorencio Rosales
Cover image for 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, FAQ sections addressing common objections, and secure document upload integration (Encyro) for handling sensitive financial information. Designed the user journey to speak directly to their ideal client — people who question cookie-cutter financial advice and want to see the math behind every decision. Every section earns its place: credibility signals, clear CTAs, and a tone that feels honest and direct without being salesy. Fully responsive, optimized for mobile (where most prospects first discover the firm), and structured to convert visitors into consultation bookings. The platform reflects the firm's philosophy — transparent, data-driven, and built around the client's actual goals, not industry shortcuts. Tech: Kajabi, Web Design, CMS, Responsive Design, Conversion Optimization, Secure Document Integration
Starting at$40 /hr
Tags
Kajabi
Vue.js
Vuetify
Vuex
Responsive Design
FinTech & Payments
AI Chatbot Developer
SEO Specialist
Web Designer
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Florencio Rosales proMilwaukee, USA
2
Followers
Flat-Fee Financial Advisory Platform — Carroll Advisory GroupFlorencio Rosales
Starting at$40 /hr
Tags
Kajabi
Vue.js
Vuetify
Vuex
Responsive Design
FinTech & Payments
AI Chatbot Developer
SEO Specialist
Web Designer
Cover image for 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, FAQ sections addressing common objections, and secure document upload integration (Encyro) for handling sensitive financial information. Designed the user journey to speak directly to their ideal client — people who question cookie-cutter financial advice and want to see the math behind every decision. Every section earns its place: credibility signals, clear CTAs, and a tone that feels honest and direct without being salesy. Fully responsive, optimized for mobile (where most prospects first discover the firm), and structured to convert visitors into consultation bookings. The platform reflects the firm's philosophy — transparent, data-driven, and built around the client's actual goals, not industry shortcuts. Tech: Kajabi, Web Design, CMS, Responsive Design, Conversion Optimization, Secure Document Integration
$40 /hr