Professional Brand Identity Package for Financial Advisory Firm (American Expat Planning)

Title Professional Brand Identity Package for Financial Advisory Firm (American Expat Planning) Project Description American Expat Planning (AEP) is an independent financial planning and advisory firm serving Americans living and working abroad. We are seeking an experienced branding and logo designer to create a complete professional brand identity package that will serve as the foundation of our business across website, social media, client reports, presentations, email signatures, and future mobile applications. Company Name American Expat Planning Abbreviation AEP Tagline Financial Planning Beyond Borders About Our Clients Our clients include: * American expatriates * Retirees living overseas * International professionals * Dual citizens * Globally mobile families * Cross-border investors The brand should communicate: * Trust * Professionalism * International expertise * Stability * Experience * Financial guidance The brand should NOT resemble: * Travel agencies * Immigration companies * Tax preparation services * Insurance sales organizations * Cryptocurrency companies * Technology startups Design Direction We have attached two reference images: 1. Existing company logo (current branding) 2. Concept exploration sheet Concept 1 from the concept exploration sheet is our preferred direction. The final design should be cleaner, more professional, fully vectorized, and suitable for a financial advisory firm. Preferred visual elements include: * Simplified globe * AEP monogram * Directional/compass element * Subtle American-inspired star * Forward-moving arrow Please use the references as inspiration only and create original artwork. Design Style We prefer a style similar to established firms such as: * Charles Schwab * Fidelity * Vanguard * Creative Planning * Mercer Advisors * Fisher Investments Design should be: * Corporate * Professional * Timeless * Flat design * Vector-based * Scalable * Modern but not trendy Avoid: * Gradients * Shadows * Glow effects * Cartoon graphics * Excessive detail * Patriotic clichés Preferred Colors Primary Navy: #123A63 Secondary Blue: #285D9A Accent Red: #C62828 Silver: #D9DEE5 White: #FFFFFF Preferred Typography Montserrat family or comparable professional corporate typography. Required Deliverables 1. Primary Logo 2. Horizontal Logo 3. Vertical Logo 4. Social Media Profile Icon 5. Mobile App Icon 6. Favicon Package 7. White Logo Version 8. Single Color Version 9. Transparent PNG Versions 10. LinkedIn Company Banner 11. Facebook Business Cover 12. Brand Standards Guide (PDF) File Formats Required * AI * EPS * SVG * PNG * PDF Source Files Editable source files are required. Scalability Requirement Final logo must remain recognizable and professional when displayed as: * Website header * LinkedIn profile image * Facebook profile image * Instagram profile image * Mobile app icon * Browser favicon Commercial Rights Full and exclusive commercial rights must be transferred upon final payment. Revision Requirements Please include a minimum of three revision rounds. When Applying Please provide: 1. Portfolio examples of financial services, legal, accounting, consulting, or corporate branding projects. 2. Number of initial concepts included. 3. Number of revision rounds included. 4. Estimated project timeline. 5. Confirmation that all requested file formats and source files will be provided. Budget Please provide your recommended pricing for a complete brand identity package as described above. We are looking for a long-term professional brand identity that can serve the company for the next decade across all marketing and communication channels.