Fresh Website Content and a User Guide for Union Financial Partners Helped Launch Their New Client Portal
Union Financial Partners on Union Street in San Francisco is a a fee only financial advisor. The firm practices “goal-based investing” to help their clients achieve success, whether they desire to purchase a home, save for a child’s college education, or plan for a comfortable, worry-free retirement.
Ann Terranova CFPTM, Union Financial Partners founder, contacted me because her website needed updated content, along with search engine optimization. She was also rolling out an online investment portal for her clients and wanted help writing a pocket-sized user guide.
This project was a collaboration with website developer Abigail Gorton Web Strategies. The result is a beautiful website that highlights Union Financial Partners’ expertise, and a user guide that helps Ann’s clients fully use their new online capabilities.