Websites as personal as your financial guidance.

TurboTax offers software. You offer a relationship. Build trust and connection with a professional financial website that engages the people you love to serve.

Money matters are personal matters.

It’s hard for people to trust just anyone with their finances. Overcoming this obstacle starts with a relationship-driven website that demonstrates you:

  • Genuinely care about their success

  • Understand their concerns and protect their future

  • Listen and communicate with their best interest in mind

  • Validate their fears and empathize with them

  • Have the expertise to help

Attract and keep long-term clients with a website that invites people into a trusted relationship — not a transaction.

Build trust with a website as personal as your financial guidance.

Because the best long-term relationships go beyond numbers, spreadsheets, and statistics.

Unexpected Design

Financial websites don’t have to be stiff, formal, or boring — stand out with design that sets you apart from everyone else.

Relational Copy

Website copy should feel like a conversation, not a sales pitch — build trust with words and language people understand.

Story-Based Framework

With a website built on the StoryBrand foundation, your website will be crystal clear — and make sense to your clients.

“Heidi transformed a few brain-stormed ideas around a tax practice called Track.”

She turned it into a website I'm super proud of. Her skill in blending the StoryBrand strategy and web design expertise was huge for our launch and significantly impacted client engagement.

Conner Kelderman | CPA
Track

Get started with a professional financial website design package.

Why pay for what you don’t need?

Choose the option that will get you online today and grow with you when you’re ready.

  • STARTER PACKAGE

    Single page custom website + copy

    A small but mighty one-page website that’s ready to expand as your business grows.

    The perfect starting point for those with a single service.

    $1500

    get started

  • GROWTH PACKAGE

    4-page custom website + copy

    If you’re ready for a bit more, this package typically includes a Home, About, Services, & Contact Page.

    Great for financial professionals with a variety of service offerings.

    $3500

    get started

  • NEW BUSINESS BUNDLE

    4-page website + copy + branding

    Add a logo, customized color palette, and advanced brand strategy for your business.

    Ideal for those building a new business from scratch.

    $5000

    get started

ALL PACKAGES INCLUDE:

  • 60-minute strategy session

  • Custom StoryBrand copywriting

  • Basic SEO setup

  • Mobile responsive design

  • Custom icons & design elements

  • Choice of stock photos or your own

Packages do not include a monthly Squarespace subscription or the cost of your custom domain.

You receive a 20% discount for your annual subscription when you work with StoryMatters.

Can’t afford a fully custom website?

Choose one of our exclusive single-page template designs and we’ll customize it for your real estate business.

Starting at $750

View Templates

Some of our favorite financial professionals

  • Affinity Tax Website Design Package

    Affinity Tax

  • Track, a financial advisors, website design and Storybranded copy

    Track

  • Cashability

  • Intero Tax

FAQ’s about working with StoryMatters

  • Most financial websites feel too stiff, formal, and uninspiring. We shake things up a bit with unconventional design that still fits your industry.

    We also use crystal clear language the average person understands and remove as much industry jargon as possible. And we clearly answer the question most potential clients have when they find your website — can I trust you with my finances? If you can answer that question clearly, they’re likely to choose you.

    Every website we build is designed on the StoryBrand framework, which gives you a leg up on the competition.

  • A 1 - 4 page website is perfect. Single page sites can be enough if you are supplementing your bio provided by your firm or you offer a single service. You can add pages later.

    A more common choice for financial advisors, tax planners, and wealth managers is a 4-page site with Home, Services, About, and Contact pages.

  • Yes! We’ve found that creating a direct link from your personal website to your client portal works perfectly. You do not need to create a separate page within your site.

  • With 30 years of coaching experience, I quickly capture the essence of your brand and turn your words into clear, concise copy. You are unique, I’ll uncover that and find just the right words that feel just like you.

  • We’ve designed dozens of sites for happy clients in a single day — and that’s how we’ll build yours, too.

    Here’s how it works:

    Use our simple Prep Guide to provide info and gather text, photos, and preferences about your design.

    Then, we meet for a 60-90 minute Review + Copy Session to capture your website copy.

    Your Design Day includes 3 meetings about 45 minutes each, with live edits.

    Typical Schedule (shorter for 1-page sites):

    • 9am: Review your homepage and set the direction of interior pages

    • 12pm: Review progress and edits

    • 3pm: Final edits and site handoff

    Your site is ready to launch when you are!

  • The visual design is beautiful and it’s easy for you to make edits once your build is complete.

    If you have a site on another platform or on an older version of Squarespace, we’d be happy to upgrade, refresh, or redesign your site from scratch.

    See which of our perfectly-sized website packages is a fit for your business.

Ready to build trust with a professional financial website ?

Get started with a free 30-minute call.