Bold. Honest. Brave.
At first, marketing might feel like a blank page with a flickering cursor—it’s time to fill it with words that feel like “you.” Our team gets to know your business’s unique goals, values, and objectives and weaves it into an ongoing story that attracts, nurtures, and retains your ideal clients. With the right marketing and content strategy, we help you tell authentic stories that embolden your brand and connect with your customers.
Who We Work With
Perfectly Planned Content supports fee-only financial planning firms and business owners who are driven to make an impact in the lives of their clients. Our clients understand the power of content and want to leverage story-based marketing to help educate and empower the individuals and families they serve to make values-based decisions with their wealth. We collaborate with everyone from solo RIAs, to CMOs of national firms.
What We Do
Writing / Lead Generation & Website Copywriting
We help financial advisors and their firms create and share exceptional content so they can move confidently toward their goals.
DIY Content Marketing
You take the lead! Here you’ll access our premier marketing materials and learn all about how to build and sustain an ongoing content marketing strategy for your business. Rooted in time-tested principles and refined with our creative marketing expertise, you’ll uncover how to establish a marketing strategy, create exceptional content consistently, and craft a distribution plan that will keep your audience hooked from the first sentence and retuning to your words like a classic novel. We’ll provide everything you need to create amazing stories, all you have to do is take the pen.
Marketing Consulting
Every story is unique, and our signature VIP day experience helps you own your strengths and patch plot holes along the way. We designed this exclusive program for busy business owners to receive a custom marketing strategy that provides a clear path to build, implement, and track your marketing plan in just one day! Get ready for a scalable strategy, clear directives, and a headache-free marketing plan.
Done For You Marketing Services
Are you ready to stop stressing over sentences? Are you too busy to keep your marketing plan running smoothly yourself? Does collaborating with a team to create and implement a custom marketing plan feel like a weight off your shoulders? Welcome to our done-for-you content marketing solution! We’re here to help take content creation and distribution off of your plate, and create a comprehensive strategy that moves you toward your goals.
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Our Client’s Side of The Story
“Perfectly Planned Content has helped us stay on track with our content plan. They have not only helped us put our thoughts to paper but have also helped increase our following.”
“We worked with Zoe and her team at Perfectly Planned content to create a series of blog posts and we could not be more pleased with the results. She took my rough outline and created detailed, well-written posts that sounded like they were written in my own voice. In addition, her team’s research and fact-checking was spot on, which is super important in this field. My only regret is that I didn’t hire them sooner – I would have saved so much time and stress if I had.”
“We had great dreams for the our content but not enough time to actually map it all out and get the writing done – enter Perfectly Planned Content! PPC took the time to understand our vision, help us design a content calendar, and even gone as far as to hone their writing style for us over time to be what our clients (and compliance officer!) want to see. I am so proud of our content and it’s huge thanks to the PPC team for making it happen! ”
“The PPC team is truly an outsourced solution. It is nice to have my content calendar on autopilot.”
From the Blog
Harnessing Back to School Energy in Your Marketing
My twin daughters have officially started their school year at PreK-3 and I've been a mixture of relieved and sad [...]
Our Marketing AI Tech Stack: ChatGPT & Beyond
Ah, Artificial Intelligence. With the advent of ChatGPT in late 2022, it seems like everywhere you turn, there's a new [...]
How Does Video Fit Into Your Marketing? With Laura Garfield of Idea Decanter
Tune into this Coffee Chat webinar with Zoe Meggert (founder of Perfectly Planned Content) and Laura Garfield of Idea Decanter [...]