Stone Steps Financial
Stone Steps Financial guides families to align their money with what matters most in life.
Challenge
While Stone Steps had a beautiful approach to financial planning, their brand didn't capture their warm, personalized style. Their look didn't match the thoughtful way they help clients build better lives through smart money decisions.
Goal
Build a brand that feels as inviting as their San Diego home. We wanted everything - from their visual identity to their website - to show how they make financial planning feel more human and less intimidating.
Result
Working with our design partner Josh Passler of FinArt, we created a brand that radiates their coastal spirit. New logo, sunny colors, fresh fonts - all inspired by their San Diego roots. Then we built a website that makes financial planning feel welcoming and clear. Now their entire brand tells their story perfectly: good money planning leads to a better life. Every piece feels as bright and inviting as a day at the beach.
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