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# Freelance Design Brief – "Joining the Financial Dots" ## About me I'm a financial planner based in West Norfolk, UK. I don't want to look or sound like a traditional financial adviser. My ideal clients are successful business owners and professionals (typically aged 40–60) who have built wealth but want confidence that everything is working together. My brand is about clarity, simplicity and helping people answer life's bigger money questions. Current themes include: • Joining the Financial Dots • Work Optional • The Problem with Later The tone should feel calm, modern, trustworthy and human. Think Apple rather than corporate banking. --- ## The project Design a premium lead-generation PDF called: **Joining the Financial Dots** The document should explain, in a simple and engaging way: * Why people often feel financially disorganised despite being successful. * What "joining the dots" means. * My simple four-step process. * The outcome clients can expect. The copy will already be written. I'm looking for someone to bring it to life visually. --- ## Style Minimal. Elegant. Lots of white space. Editorial. Modern typography. Simple illustrations or icons. No clichés. Avoid: * Piggy banks * Handshakes * Stock business people * Coins * Graphs * Generic finance imagery The finished document should feel closer to a premium lifestyle brand than a financial brochure. --- ## Deliverables • Print-ready PDF • Editable Canva version (preferred) or Adobe InDesign • Fonts specified • Colour palette • Icon recommendations • Reusable design elements for future guides --- ## Inspiration Brands such as: Apple Notion Monzo Linear Minimal editorial magazines The goal is for someone to read the first page and think: "This feels different." --- ## Success looks like Someone reading the guide in under two minutes and saying: "I finally understand what you actually do." Not: "I've learned about pensions." That's the outcome I'm aiming for. This is Phase 1 of our brand system, not a standalone PDF. Ask the designer to create a small design system—typography, colours, icon style, page layouts, LinkedIn carousel template and PDF template. That way, every future piece of content feels unmistakably like NSFP rather than starting from scratch each time.