Ridgeline Financial Strategies Dinner Workbook

May 19, 2023




Ridgeline Financial Strategies - workbook mockup

Lund Solutions has demonstrated its creative expertise with the design of the dinner workbook for Ridgeline Financial Strategies. This workbook serves as a comprehensive guide for clients, seamlessly blending functionality with aesthetics. Lund’s meticulous attention to detail is evident in the layout, typography, and overall design, creating a visually appealing and informative resource. The dinner workbook not only communicates complex financial information with clarity but also reflects Ridgeline Financial Strategies’ commitment to professionalism and client education. Lund’s design transforms the workbook into a valuable asset, enhancing the overall client experience and reinforcing Ridgeline’s brand identity as a trusted financial advisor.

The dinner workbook designed by Lund Solutions for Ridgeline Financial Strategies is more than just a compilation of financial information; it becomes a visual journey that simplifies complex concepts for clients. Lund’s thoughtful approach ensures that each page is not only informative but also engaging, making the learning experience enjoyable for clients. The design harmoniously integrates Ridgeline’s branding elements, creating a cohesive and professional aesthetic that underscores the company’s commitment to providing clear, actionable financial insights. The dinner workbook, designed by Lund, becomes an essential tool that strengthens the client-advisor relationship, presenting financial information in a way that is accessible, engaging, and aligned with Ridgeline Financial Strategies’ dedication to client success.

About Ridgeline Financial Strategies

We partner with you to navigate your retirement journey, the GuidePath Advantage. You’ll experience our hospitable process with 3 personal face-to-face meetings as we chart your course in retirement, followed by ongoing account reviews and proactive communication.

Project Details

  • Finished Size: 8.5″ x 11″
  • Pages: 26