MoneyWise Coaching Program

**Disclaimer: This project is a creative mockup and is not associated with any real client. It was developed purely for portfolio purposes.**

PROJECT OVERVIEW

Brand: MoneyWise (Financial coaching program)

Industry: Finance

Copy type: Short-form landing page

Goal: To position them as approachable, non-judgmental, and results-driven while convincing visitors to book a free 20-minute consultation for their 1:1 coaching program.

Introduction: MoneyWise is a financial coaching company that provides 1:1 coaching programs. Their latest coaching program is to guide and help young people get on the right track towards financial freedom and to live a debt-free life.

CHALLENGE

The brand was struggling to get signups for its 1:1 coaching program targeting a younger demographic. They were using the same landing page that was used for all their other coaching programs. They weren’t personalising their landing pages to the needs of their different target audiences.

MY STRATEGY

The first thing I did was to study their target audience for this project, youngsters who don’t know much about financial planning, are commonly overwhelmed by all the financial information out there, and have no clue where to start. The goal was to position MoneyWise as a credible source but also a relatable friend in the finance industry. I crafted landing page copy that not only speaks to their target audience but also relates to their struggles and doesn’t shame them for any lack of knowledge.

(Click the picture view the full design)

Copy Highlights

Person interacting with a digital tablet displaying a virtual bar graph, accompanied by text about financial planning and benefits of the MoneyWise Coaching program, encouraging building good financial habits, budgeting, customized frameworks, and debt repayment. Includes a button for booking a free consultation.

Opening section about financial planning

I used this section after the main hero section to touch base on financial planning. I wanted to highlight common misconceptions people have towards the topic and how the MoneyWise Coaching program helps young people get on the road to financial freedom.

I wanted to help them keep an open mind by talking about how this program helps them achieve that, so they don’t feel overwhelmed.

Image with text asking "Is this a familiar feeling to you?" followed by five overlapping colored cards with financial concerns. They mention guilt over spending on non-needs, reluctance to check bank balance, confusion about investing, anxiety over unforeseen costs, and feeling left behind financially.

Pain point card pop-up section

I wanted to highlight the struggles or common emotions people feel when it comes to planning their finances, budgeting, and paying off debt. I utilised this section by using a card pop-up visual that makes each individual card pop up as the user scrolls.

This is a great way to include a little bit of interactivity with the user that slowly highlights one pain point at a time and building on each emotion they feel before we introduce the brand’s solution.

Promotional image for the Moneywise Coaching Program, featuring a group of three people looking at a laptop. The text introduces a 3-month financial coaching plan offering budgeting, debt repayment strategies, and accountability. There is a bar chart representing financial growth and a "Get Started Today" button.

Coaching program introduction

I wanted to make the introduction of the program short yet packed with a punch of information that doesn’t overwhelm readers but provides them with sufficient information to make a decision and take action.

I highlighted how the program isn’t one size fits all because people appreciate personalisation and tailored solutions, especially when they’re investing money in the solution.

There is a clear and separate section for what readers will get during the 3-month program. I highlighted benefits like how they wouldn’t have to cut out their fun activities, strategies that won’t suffocate them, and more. The goal is to educate without overwhelming readers, which is why I made the copy digestible.

Illustration of a man and woman in business attire jumping with joy, surrounded by falling coins and sparkles. Text on the right reads: "Imagine a life where... You can live on your own terms and take control of your finances. You don’t have to be stressed about low credit scores or debts piling up. You can feel at ease knowing you have rainy-day funds set up. You can spend on things that bring you joy without feeling guilty. You can speak confidently on financial planning."

A benefit-driven section with storytelling

I wanted to highlight the benefits and the lifestyle that MoneyWise’s target audience can have from joining the coaching program. For this section I suggested a card pop-up design as the user scrolls which is similar to the pain point section design.

This helps paint a picture for the reader of the life they can have by becoming financially literate and planning it with the right tools. Our goal is to take the reader on a journey, build the story around them so they feel a deep connection with the brand. That inspires them to take action.

Illustration of a person with glasses using a laptop, sitting on a blue bar chart with stacks of gold coins, set against a background with text about booking a free consultation and joining the MoneyWise Coaching program.

How to get started section

I ended the landing page with a how to get started section. I find this very helpful, rather than just placing buttons around the landing page telling readers to book a consultation call, etc. because it informs the users exactly what the process is like for the coaching program.

It takes out all the guesswork and gives them a clear picture of what step 1 is, then step 2, step 3, and so on. When readers have clarity, they are more inclined to take action because they know exactly what to expect moving forward. Confused readers leave almost immediately, so avoid that at all costs.