Integrity Financial
Brand strategy and creative direction for independent advisory firm in Northwest Illinois. Integrity Financial has been built upon the idea that everyone – no matter their financial background or savviness – can benefit from financial planning. Integrity Financial prides themselves on basing their recommendations exclusively on what benefits the client most.
THE vibe
WHO WE ARE
Purpose
To make financial investing, literacy, and
peace-of mind accessible to everyone.
Vision
A well-regarded & community-involved
Integrity Financial in every state.
Mission
Create client-focused, personalized financial
paths for everyone using thoughtful research
and genuine connection.
OUR VALUESThe client comes first.
Every decision is based on what makes
the most sense for the client.
Remember the details.
Genuine connection is everything.
Listen, remember and follow up.
Everyone is welcome.
Everyone can benefit from thoughtful financial planning, regardless of where they started.
Skip the sales pitch.
Share researched, fact-based recommendations.
Be direct, decisive helpful & clear.
Don’t half-ass it.
Lean into the dream. Don’t play small.
Ask the “what if’s” and “how can we’s”
Get involved
Rally behind local businesses, show up for
community events, and build relationships.
Have the beer.
We’re never above the grit, putting in the hours
or an afterwork beer at the nearest dive.
how we sound
Informative, researched & matter-of-fact
But never presumptuous or emotional.
Simple, direct & authoritative
But never long-winded, pushy or uninterested.
Helpful & approachable with smart wit
But never try-hard, comedic or cheesy.
Conversational, optimistic & problem-solving
But never blind to hardship.
Consistent
Our message is on-brand at every interaction.
HOW WE LOOK
