Blue Spruce Financial Planning



  • Web Design
  • Branding
  • UI / UX
  • Website Build
  • On Page Content Strategy


  • 7 Pages
  • WordPress Build
  • Customer Journey Mapping
  • Website Hosting
  • Brand Mark, Letterhead, Business Card
A computer mockup showing the Blue Spruce website homepage.


Blue Spruce Financial Planning faced a unique challenge in the financial services industry. With a focus on providing accessible financial planning services to individuals, families, and business owners with modest investable assets, they encountered the hurdle of limited visibility and awareness. The challenge was to establish a brand presence and attract a diverse clientele while navigating the competitive landscape dominated by major financial institutions.


Pilot Solutions created a website and brand mark that not only represented their brand accurately but also exuded professionalism and experience with a clean and modern design. Given their mission to make financial planning services accessible, the website had to be crafted in a way that appealed directly to their diverse audience, fostering trust and confidence in the brand.

Implementing modern design elements, clear navigation, and engaging visuals, the website was tailored to resonate with the varied demographic Blue Spruce aimed to serve. Content on the website was crafted to communicate the brand’s commitment to accessible financial planning without sales pressure, reinforcing the trustworthiness and transparency of their services. The website not only met the aesthetic and functional requirements but also played a pivotal role in establishing a positive first impression among visitors.


The Design

The bold yet approachable color palette of blues and greys sets the tone for a clean and modern design. These colors not only evoke a sense of trust and stability but also resonate with the diverse audience the brand serves. The design choices aim to create a welcoming online space, where individuals and business owners feel assured and inspired to explore financial planning services tailored to their unique needs.