About this template
Help prospective clients understand how investment counsel and financial planning can fit together. The design speaks directly to founders and families, with dedicated content about liquidity decisions, long-term plans, and family stewardship.
A composed editorial layout leads visitors from the firm’s approach to its services and a clear invitation to begin a conversation. Replace the illustrative firm details with your own practice information and point of view.
Who it’s for
Independent financial advisers, wealth managers, and financial planning practices serving founders, families, and people making significant financial decisions.
What’s included
The page guides visitors through who the firm serves, how it thinks about financial decisions, and the advisory services it describes, before inviting them to make contact.
- Firm introduction
- A prominent headline and concise opening copy introduce the firm’s private finance focus and its work with founders and families.
- Approach
- Explains the emphasis on listening, investment thinking, financial planning, and advice shaped around a client’s circumstances.
- Founder transition
- Addresses decisions surrounding a potential liquidity event, including what to protect, invest, or give, and how planning can begin before an exit.
- The Northline lens
- Presents a three-part advisory perspective: see the full financial picture, make deliberate choices, and revisit plans as circumstances change.
- Services
- A numbered list describes investment counsel, financial architecture, founder transition, and family stewardship, giving visitors a quick view of the stated service areas.
- Contact invitation
- A closing call to begin a conversation leads to an email contact link, which customers can personalize with their own business details.
- Footer
- Repeats the firm identity and includes a short positioning line, a back-to-top link, and an illustrative-design disclaimer.
How to use this template
Open in Revamp
Click Use this template and sign in or create an account. You’ll start with your own copy of the design, ready to personalize.
Bring your content
Replace the sample text, photos, and logo with your own. Share your content, a document, or an existing website, and ask Revamp to adapt the template to your business.
Refine and publish
Ask Revamp to adjust the colors, layout, or sections, or edit directly on the page. Review desktop and mobile, then publish. You can keep making changes after launch.
Put your website to work
Make it easier to manage prospective-client conversations and organize financial planning information. Ask Revamp to add connections suited to your practice.
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Manage client relationships
WealthboxKeep prospective and current client conversations organized. Ask Revamp to add a CRM connection with Wealthbox.
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Coordinate financial planning work
eMoney AdvisorBring planning tasks and client financial information into a dedicated workspace. Ask Revamp to connect your site with eMoney Advisor.
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Simplify meeting scheduling
CalendlyLet prospective clients request a suitable meeting time. Ask Revamp to add consultation booking with Calendly.
Frequently asked questions
Is this template free?
Yes. This premium template is free to use through Use this template. Free refers to the template itself.
Can I use my own content?
Yes. Ask Revamp to personalize the copy, business details, services, and contact information with your own content.
Do I need coding skills?
No. Ask Revamp to personalize the content and design without coding.
Can I change the design?
Yes. Ask Revamp to adjust the visual design, layout, colors, and other details to suit your practice.
Can I keep editing after publishing?
Yes. You can keep editing after launch by asking Revamp to make further changes.
