Lifestyle Protector Process
Booklet
Client | 2019
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Several years ago, Patrick Carroll, CFP® designed The Lifestyle Protector Process™ to help business owners create and maintain financial plans for one purpose: protect and grow wealth so they can enjoy life to the fullest.
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With the direction of the aesthetics and look the client wanted for the document, BALDORIA was tasked to lay out the copy by copywriter, Mike Devaney.
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By applying hierarchy through the use of typography, breaking down the copy into chunks, and styling the content consistently throughout the document, the reader could scan the document easily and recognize between steps to quotes.
“Patricia captured exactly what I was looking for! The project was a sales/marketing document for a small, full-service financial service firm. It needed to look sufficiently corporate but contain enough personality to underscore the firm’s “trusted advisor” value proposition. She merged the two opposing concepts beautifully. The document, used after a sales presentation, is in its own category. I highly recommend putting her intuition to work on your next design project.”