Planning for the Future Guide

This print guide was created in collaboration with Clear Sky Media, where my role was in project management. I supplied Clear Sky Media with the necessary branding assets and they provided the guide’s design and initial copywriting draft. I worked very closely with their team to ensure the design was just right and we went through many copy revisions to convey the proper message.

Once the guide was complete, I oversaw its distribution to prospective clients through our monthly community events, estate planning seminars, and sponsored event booths. The purpose of this guide was to be an extensive way to educate prospective clients on all aspects of our services, from estate planning to insurance to probate.

You can see some snippets from this guide below.