Is Custom Setup right for me?

     We meet with you to create a completely custom web solution.

The Custom Setup is for the advisor who has a distinct vision for their website (or wants to work with us to create that vision).

In addition to all of the Basic and Exclusive services, we’ll partner you with a project manager and a designer to help you craft a completely unique website for your business. Once our team understands your vision, we’ll place a mock-up in front of you and tweak that mock-up with you to get the right look.

From there we’ll build the website for you on our platform so that you still have access to all of the FMG content as well as the Advisor Admin to easily make updates to the website in the future.

A custom website will typically include some custom functionality and development, such as custom sidebar widgets, a unique image rotator on your homepage, or a special top navigation (some restrictions apply).

Compare Setup Options






One-on-One Advisor Admin Walk-Thru ?
Telephone & Live Chat Support
6-Month Tune-Up ?
12-Month Tune-Up ?


White Glove Website Transfer ? 20 web pages 30 web pages Unlimited
Monthly Content Boost ?
Website Archiving for Compliance
Access to 24 Exclusive Themes
Google Analytics Setup ?
Quick Search Engine Optimization ?
Personalized Stock Imagery
60-min. Design Consultation ?
Website Design Mockup
Custom Site Functionality
Custom Forms
Custom Site Artwork

Email Campaigns and Social Media

Import Contact List
Custom Artwork For Social Media Pages ?
Additional work can be done at a rate of $150/hr (minimum 1 hour, maximum 10 hours)

What other advisors are saying...

“We have received many compliments from clients who have visited our page. I have had one associate tell me it was the nicest and most professional site for an advisor they have ever seen, which was pretty amazing.”

-John V. Picone, CFP, Fort Meyers, FL

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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

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"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
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Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."

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