YellowBrickRoad Financial Advisors
YellowBrickRoad Financial Advisors is a personal financial advisory firm deeply and intensely dedicated to the achievement and preservation of our client’s personal financial independence.
Our highest accomplishment is when a client exclaims they’re completely grateful that we’re on their financial life journey.
The firm's name is inspired by the film Wizard of Oz. There is much symbolism in this film about life's journey. The 'yellow brick road' symbolizes our aim to get where we want to go in life. The film reminds us that the journey requires courage, heart, intelligence. Overcomings fears and obstacles. Depending on others. So, too, our financial life journey. Our mission as a personal financial advisory firm is to be a difference maker along a client's financial life journey.
The main character's red slippers is another powerful symbol in the film. Only at the end of the film does she realize that these red slippers worn throughout the journey enabled her all along the way to get to where she was trying to go (i.e. home). The slippers brilliantly symbolize that all of us have within us the ability to get to where we want to go in life. We simply have to empower ourselves to recognize this ability. Red slippers, though, aren't a branding icon for a personal financial advisory firm. :-)
YellowBrickRoad is our client's financial life journey.
The firm provides deeply personal financial advice to individuals, families, small business owners focused on achieving financial independence. Financial independence is getting to that place in life when earning an income is entirely a choice and there are adequate financial resources for a desired lifestyle forever thereafter.
We empower each client to see their financial life as an enterprise to be managed everyday. They're the Chief Executive Officer (CEO). Our place is to be the Chief Financial Officer (CFO). Their Personal CFO.
There are six areas of a financial life - - financial position (cash flow, cash reserves), protection (diability, death), investment (education, home purchase), retirement (financial independence), tax, and estate (wills, trusts). As Personal CFO, we become completely and deeply engaged in every facet of a client's financial life with a particular focus on enabling the achievement and preservation of personal financial independence.
Our clients are everyday people on the Planet Earth. Accomplished at what they do in life and wanting to make sure their accomplishments translate to financial independence.
YellowBrickRoad Financial Advisors is particularly focused on financial independence because the largest segment of the population (i.e. baby boomer generation) is right now coming onto their retirement years.
The logo will also be the centerpiece of a communication campaign to launch the firm's identity as YellowBrickRoad Financial Advisors. The campaign includes print media and website. Addtn'l creative work is anticipated after logo design.
Critically important the logo NOT be a direct or literal interpretation of a yellow brick road (i.e. no yellow brick road imagery) or have any visual reference to the film Wizard of Oz.
Branding the firm YellowBrickRoad has risk that our audience doesn’t see the seriousness of our mission. We have serious responsibilities in financial lives. Very important to convey confidence, intelligence, and, trust in all branding and communication.
YellowBrickRoad is one word. It fits together visually and creates a unique identity for the firm. This isn't a requisite in the logo design; a strong preference.
The logo is to initially incorporate complete firm name - YellowBrickRoad Financial Advisors.
The brand name lends itself to a font design and/or an graphic image solution. We're inspired by both potentials.
The attachments are current logo design for biz cards, letterhead. A bit dated. We like the six squares at lower left corner of letterhead. They represent the six areas of financial planning. An iconic symbol. Not tied to anything, though.
Other recent efforts. One too literal. The other cool but flowery.