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By Monica Pote Showcase

Advisor Website Showcase: Kane Financial Planning

5 minute read
Advisor Website Showcase: Kane Financial Planning Featured Image

One of the most interesting parts of my job is meeting and getting to know so many different financial advisors. This week, I spoke with Patricia Kane of Kane Financial Planning about her background, niche marketing, and new website, logo and branding.

Every week we showcase a newly launched Advisor Website. This week, I had the pleasure of speaking with Patricia Kane from Kane Financial Planning to learn a little bit about herself, the financial planning firm, the new website, and the idea behind her theme. Check out her site and read on for more.

1. How did you get into the field of financial planning? What specifically do you like most about your job?

I have been in the financial planning field for fifteen years.  My interest began when I was a part-time MBA student at the University of Connecticut. When I took a personal finance as part of the curriculum, my interest grew even further because the course was very empowering for me.  Previously, I had been working for a number of years for the investment division of an insurance company, and I was ready for a change.  Pursuing a CFP® designation and financial planning work became my career goal.

2. I love the “theme” of the acorn the idea of “planting the seed” on your new site. Where did you get the idea or how did you develop that theme?

The credit of the acorn and tree goes entirely to Traci Vincent of Traci Vincent Design. Traci determined the theme and colors from identifying my brand personality and colors suited for personal finance.  Traci has years of experience as a graphic designer in the corporate world and is a very talented person.  She also happens to be my husband’s cousin. 

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3. Are there certain types of clients you find that you help particularly well? (From your website it seems like you help women going through divorce especially well). What unique services do you offer this group?

First and foremost, I work with people in the area of personal finance. Just as I became empowered with my MBA personal finance class, I partner with and educate clients so they may achieve their financial goals.  I especially appreciate partnering with women that are going through or have gone through a difficult transition, such as a divorce or losing a spouse. For divorcees, you want to ensure an equitable split of assets and income occurs.  For widows, they may need help getting organized and depending on the circumstances, want to be educated.  

4. Did you find it challenging to write the content for your new website? How did you approach the process?

I have been in the financial planning and advising business for a number of years, including almost 10 years at a prominent wealth management firm.  However, defining my niche and describing the process can be difficult.  Being a Garrett Planning Network member was advantageous.  That is why I decided to use Twenty Over Ten‘s copywriting services to fine tune the content. Their questionnaire also laid the foundation for structure and organization. 

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5. What feedback, if any, have you received on the new site?

Comments thus far have been very positive; the site is professional looking, clean and easy to navigate.  Everyone loves the logo!

6. What advice would you give to someone who is looking to redo their website?

Looking back, I wish I knew sooner rather than later that I needed to enlist the help of an organization such as Twenty Over Ten to help build a professional looking site quickly and efficiently.

I wholeheartedly recommend reaching out to Twenty Over Ten for help!

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