Financial life coaching curriculum

Willow, 2021

Financial Life Coaching is an emerging discipline, and in an effort to start to scale and standardize the practice, I designed and co-wrote a first-of-its-kind, 100-page curriculum for Willow’s financial life coaches to use with their clients. Financial materials are often sterile, educational, one-off pieces, but the Roadmap to Financial Wellness incorporates elements of life coaching and overall wellness—reflective prompts and journaling, circling and fill-in-the-blank exercises—to make financial wellness more holistic, more sustainable, and more enjoyable.

I drew design inspiration from wellness and beauty brands and created a modern and uplifting aesthetic. You can view an excerpt of the curriculum below.

Marketing collateral

T3 Advisors, 2017–2020

As a marketing team of one for most of my tenure, I both guided the overall company brand and content strategy, as well as supported a sales team of 30+, creating one pagers, decks, guides, and more. Below are a few pieces I designed.

Website redesign

T3 Advisors, 2018

Working with a graphic designer and development team, I helped guide the site’s redesign while managing the internal stakeholders at T3, ensuring the company’s leadership team was thrilled with the final product. The new design better reflected T3’s sophisticated brand and also led to a 160% increase in conversion rates.

Marketing collateral

Food For Free, 2019

Nonprofit organization Food For Free needed two things: 1) a commercial space to prepare family meals and 2) more companies and universities to join its food donation program. I worked with the executive and operations directors to position and message these needs and then designed materials to send to potential donors. Two documents I made to solicit food donors are shown below.

Informational brochure

SALT Contemporary Dance, 2017

As the marketing director for SALT Contemporary Dance, I wrote and designed the majority of the company's marketing materials, including this informational brochure for potential sponsors.

Playbill

SALT Contemporary Dance, 2017

Since the company’s founding in 2014, I designed, wrote, coordinated, and printed the playbills for each of SALT's eight concerts. The pages below are from SALT's April 2017 concert.

Social media

SALTContemporary Dance, 2014–2017

In just a few years, I organically grew our social media followers to over 2,000. I designed and posted almost all social media content since the company's beginning in 2014 until May 2017. A few of these posts are linked below.