Advisor Marketing Made Simple

Content marketing solutions for fee-only financial advisors who want strategy, execution, and results without the overwhelm.

Your Marketing Partner

At Perfectly Planned Content, we’re redefining the marketing landscape for financial advisor firms. As your strategic partners, we seamlessly integrate into your team, offering seasoned expertise without the full-time commitment.
We’ve spent nearly a decade working exclusively with financial advisors. We know your compliance concerns, your ideal clients, and what actually moves the needle in this industry.

From developing comprehensive marketing strategies to executing targeted campaigns, we ensure that you have a stand-out brand with a strategic marketing plan that doesn’t burn you out – and gets results.

Firms Served

20 +

Years in Business

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Websites Launched

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Blog Posts Written

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Published Books Ghostwritten & Edited

How We Help

Whether you need a strategic partner or a specific project completed, we have options that fit where you are in your marketing journey.

VIP Day

$6,000

One focused day to untangle your marketing. We dig into your messaging, positioning, and growth plan, then build a clear roadmap for the next 90-180 days. Strategy and direction without ongoing commitment.

$5,000-$15,000

A complete lead generation system built end-to-end: lead magnet, landing page, email sequence, and full tech setup. Delivered in 4-6 weeks, ready to run.

From $5,000-$15,000

Conversion-focused copy for your website that sounds like you, speaks directly to your ideal clients, and actually passes compliance review.

Custom Quote Only

Whether you’re looking for a 12 month content-in-a-box solution, or you need help ghostwriting your next Amazon best seller, we’re here to help.

Fractional CMO

Price: Starting at $7,000/month

Your fully integrated marketing team. We handle strategy, content creation, social media, email marketing, and execution. You get a marketing department without the overhead of building one in-house.

Note: We are currently on a waitlist for FCMO work. If interested, please email hello@perfectlyplannedcontent.com.

Who We Work With

We partner with fee-only financial planning firms who are ready to invest in marketing that builds their brand for the long haul. Our clients understand that authentic, story-driven marketing isn’t a quick fix. It’s a foundation.

Solo advisors scaling toward their first hire
Firms of any size who are ready to systematize marketing
Larger firms with marketing teams who need strategic guidance
RIAs who value long-term partnerships, expertise, and trust-based relationships with their marketing partners

Featured In

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Schedule a call to get started!

What Our Clients Say

"I’ve been working with Zoe and Perfectly Planned Content for a few years now. They do a great job managing my newsletter, social media, and other marketing projects as needed, including new web site design and copy. They’re always game to strategize new marketing approaches and they stay on top of the latest tools and technologies. They get the job done so I don’t have to worry about. Highly recommend!"

"We engaged with Zoe’s firm last year for our website relaunch and for ongoing content for our clients and prospective clients. We chose Zoe because of her skill in writing a way that sounds like our voice and in a way that is authentic and relatable. We have had terrific feedback from clients and our larger audience on our content. Zoe is also super focused on how our firm shows up in SEO and her work is translating to prospective clients finding us through AI, which we are super excited about! We are thrilled with the work Zoe and team are doing for our firm."

"The PPC team has allowed us to be consistently present for our target audience. They are my out-sourced marketing department. We work with them to identify who we want to be talking to, what messaging we want, and what platforms we want it to appear on. They handle our website, email marketing, blog, and socials (FB, LI, IG, and YT). They are always nimble, too, always willing to take on special projects and opportunities. The feedback I get is consistently positive. With PPC our marketing is on message, on target, and consistently present."

"I really like that the PPC team is so proactive, and takes initiative, but is also very receptive to feedback, and will work with you to create the product that feels right. In our time together, our relationship has evolved, from creating general content, to refining it as our target audience changes, to creating a content calendar and funnel, to reworking things to tell a cohesive story. Working with PPC has been a great experience. I would (and do often) recommend!"

Marketing Should Feel Like You

I started Perfectly Planned Content because I saw too many advisors struggling with marketing that felt generic, overwhelming, or just plain wrong for their practice.

Your clients chose you for a reason. Your marketing should reflect that. We build strategies around your voice, your values, and the clients you actually want to serve.

When I’m not working with advisors, I’m usually outside. Hiking, gardening, sitting by a campfire. That same energy shows up in how we work: grounded, intentional, and focused on building something that lasts.

Zoe Meggert

— Zoe Meggert, Founder

From The Blog

Ready to make marketing easier?

Let’s talk about what you’re trying to accomplish and figure out the best way to get there.