Clients researching insurance, financial planning, and legal counsel separately end up with compartmentalized advice that doesn't talk to itself.
Position the firm around integrated, fiduciary-first advisory — one point of contact, one coordinated recommendation.
A site that communicates accountability and clarity over product-driven sales.
Four phases, one working product at the end of each.
Service-specific landing pages, an interactive fee/coverage estimator, and a site-wide command palette.
Form CRS, ADV brochure, privacy self-service, and lightweight English/Spanish i18n — the disclosures a real advisory firm has to host.
Real per-account session auth with bcrypt and MongoDB-backed sessions, then TOTP two-factor as the natural next layer.
Auto-generated PDF summaries, a Stripe checkout add-on, real-time admin notifications, and a public status page.
How Sterling & Hale Advisory works, start to finish.
What a visitor actually sees and uses before ever becoming a lead
Before this, a client's insurance, financial planning, and legal advice came from three separate conversations that never quite lined up. The site finally reflects how we actually work — one point of contact, one coordinated recommendation.