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updated - site map: Money Management

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Lynn Holley III
Lynn Holley III

Pre site map for Financial Planning Companies. One of the first steps in the Process of building your website is the Information Architecture phase.(site-mapping)

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“pre” Financial Planning Information Architecture – site mapping
“pre” Financial Planning Information Architecture – site mapping Table of Contents: example global primary navigational elements and sub-menu items pre - Financial Planning Information Architecture – site mapping 1 Contact 2 Benefits of Financial Planning 3 Why Financial Planning Works - Working with a Financial Planner.....................................................…… Setting Financial Goals.................................................................................................................................... What to Expect.........................................................................................................................................…… Financial Planning Process.............................................................................................................................. What to Ask............................................................................................................................................…….. Tips for Success............................................................................................................................................. Types of Financial Advisors............................................................................................................................ Choose a CFP® Professional Financial Planning Resources 4 Why CFP® Certification Matters..................................................................................................................... Ethics: Looking Out For Your Interests.......................................................................................................... Find a CFP® Professional............................................................................................................................... Verify a CFP® Professional............................................................................................................................ Financial Planning Resources......................................................................................................................... Read the Latest eNewsletter......................................................................................................................... Steps to Financial Confidence........................................................................................................................ Financial Planning Days................................................................................................................................. The New Financial Realities........................................................................................................................... Lifelong Financial Strategies.......................................................................................................................... Financial Self-Defense.................................................................................................................................... Publications..................................................................................................................................................... Resources for Seniors.................................................................................................................................... Calculators....................................................................................................................................................... Verify Your CFP Professional.......................................................................................................................... Find a CFP® Professional................................................................................................................................ Follow Us…………………………………………………………………………………………………………… SERVICES 5 Investment Portfolio Management*................................................................................................................. Retirement Strategies*................................................................................................................................... Retirement Income Solutions*........................................................................................................................ Education Planning......................................................................................................................................... Estate Conservation...................................................................................................................................... Insurance and Annuity Products...................................................................................................................
“pre” Financial Planning Information Architecture – site mapping Who We Helped "online testimonials" 6 Investment Portfolio Management*..................................................................................................... Retirement Strategies*........................................................................................................................ Retirement Income Solutions*.............................................................................................................. Education Planning................................................................................................................................ Estate Conservation............................................................................................................................... Insurance and Annuity Products............................................................................................................ Market Watch 7 Detailed Quote................................................................................................................................................ Detailed quote information for one company................................................................................................. Symbol Lookup.............................................................................................................................................. Find a company's stock symbol................................................................................................................... Multi-Quote.................................................................................................................................................... Compare quote information for multiple companies................................................................................... Markets at a Glance.................................................................................................................................... An overview of today's market performance.............................................................................................. Charting Real-time charts, trend lines, and over 15 technical indicators................................................................. Portfolio Track news, trends, and influences for your holdings................................................................................ Get CONNECTED 8 Twitter…………………………………………………………………………………………………………... Linked-in……………………………………………………………………………………………………...… Financial blog............................................................................................................................................. biz-Facebook............................................................................................................................................. Retirement & Life Events 9 Retirement.................................................................................................................................................. Retirement stages...................................................................................................................................... Choose & organize your accounts............................................................................................................ Maximize your savings.............................................................................................................................. Manage your investments......................................................................................................................... Define your expectations........................................................................................................................... Retirement income & expenses.......................................................................................................... …. Common retirement risks................................................................................................................... …. Retirement calculators & tools........................................................................................................... ……. Online Support 10 call or click.................................................................................................................................................... Client Center 11 Login
“pre” Financial Planning Information Architecture – site mapping ABOUT 12 Our Mission Statement....................................................................................................................... Our Firm Our Services........................................................................................................................................ Our Qualifications............................................................................................................................... Code of Ethics...................................................................................................................................... Professional Money Management...................................................................................................... Our Location........................................................................................................................................ Tell A Friend........................................................................................................................................ "CTA" Calls-2-Action - WHY? 13 contact Now!.................................................................................................................................. quick CONTACT from anywhere.................................................................................................... where are WE? located?................................................................................................................ get in the KNOW from a PRO......................................................................................................... set your APPOINTMENT................................................................................................................. click for FREE ADVISE..................................................................................................................... retire EARLY by 30yrs..................................................................................................................... Go to Let's Talk Planning................................................................................................................ Call or Click online advisor............................................................................................................. Get started Today........................................................................................................................... Online help - Professional PLANNERS....................................................................................... how 2's on - Calculators................................................................................................................

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updated - site map: Money Management

  • 1. “pre” Financial Planning Information Architecture – site mapping
  • 2. “pre” Financial Planning Information Architecture – site mapping Table of Contents: example global primary navigational elements and sub-menu items pre - Financial Planning Information Architecture – site mapping 1 Contact 2 Benefits of Financial Planning 3 Why Financial Planning Works - Working with a Financial Planner.....................................................…… Setting Financial Goals.................................................................................................................................... What to Expect.........................................................................................................................................…… Financial Planning Process.............................................................................................................................. What to Ask............................................................................................................................................…….. Tips for Success............................................................................................................................................. Types of Financial Advisors............................................................................................................................ Choose a CFP® Professional Financial Planning Resources 4 Why CFP® Certification Matters..................................................................................................................... Ethics: Looking Out For Your Interests.......................................................................................................... Find a CFP® Professional............................................................................................................................... Verify a CFP® Professional............................................................................................................................ Financial Planning Resources......................................................................................................................... Read the Latest eNewsletter......................................................................................................................... Steps to Financial Confidence........................................................................................................................ Financial Planning Days................................................................................................................................. The New Financial Realities........................................................................................................................... Lifelong Financial Strategies.......................................................................................................................... Financial Self-Defense.................................................................................................................................... Publications..................................................................................................................................................... Resources for Seniors.................................................................................................................................... Calculators....................................................................................................................................................... Verify Your CFP Professional.......................................................................................................................... Find a CFP® Professional................................................................................................................................ Follow Us…………………………………………………………………………………………………………… SERVICES 5 Investment Portfolio Management*................................................................................................................. Retirement Strategies*................................................................................................................................... Retirement Income Solutions*........................................................................................................................ Education Planning......................................................................................................................................... Estate Conservation...................................................................................................................................... Insurance and Annuity Products...................................................................................................................
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