New to Perfectly Planned Content?
Start here.
We’re a boutique content marketing firm that works exclusively with fee-only financial advisors. Here’s everything you need to know about who we are, what we do, and whether we might be a fit.
Why Perfectly Planned Content?
Advisor-Only Focus
We've spent nearly a decade working exclusively with financial advisors. We know your compliance headaches, your ideal clients, and what actually works in this industry.
Partnership, Not Projects
Most of our fCMO clients have been with us for 5+ years. We're not interested in quick transactions. We build long-term relationships that grow with your firm.
Story-Driven Strategy
Your clients chose you for a reason. We build marketing around your voice, your values, and the people you actually want to serve. No generic templates.
Who We Work With
(and who we don't).
We’re selective about who we partner with because we want every engagement to be a great fit on both sides.
We're a great fit if you:
- Run a fee-only financial planning practice
- Are ready to invest in marketing that builds over time
- Value authentic, story-driven content over generic advice
- Want a strategic partner, not just a content vendor
- Have the patience for marketing that compounds
- Appreciate clear communication and honest feedback
We're probably not the right fit if you:
- Need results in the next 30 days
- Want the cheapest option available
- Prefer to micromanage every detail
- Are looking for guaranteed lead counts
- Want cookie-cutter content you could get anywhere
- Aren’t ready to invest 5%+ of revenue in marketing
How We Help
Different firms need different things. Here’s the full menu.
Funnel Foundation
$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.
Website Copy & Design
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.
Content Writing
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.
Consulting Intensive
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.
Ongoing
Fractional CMO
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.
Meet Zoe
I founded Perfectly Planned Content because I kept seeing the same problem: financial advisors who were great at their work but stuck when it came to marketing. Either they were doing it themselves (and hating every minute), or they’d hired generalist agencies that didn’t understand the industry.
I wanted to build something different. A team that actually gets what it’s like to run a fee-only practice. That understands compliance isn’t optional. That knows the difference between marketing that feels authentic and marketing that feels like everyone else.
We’re a boutique firm on purpose. I’d rather work deeply with a handful of clients than spread ourselves thin trying to be everything to everyone.
When I’m not working, I’m usually outside. Hiking and fishing in the Boston Mountains, gardening, reading, or sitting by a fire with my husband Andrew and our twin daughters. That same energy shows up in how we work: grounded, intentional, and focused on building things that last.
Zoe Meggert
— Zoe Meggert, Founder
Meet the Team
Small but mighty. We’re a virtual team united by our obsession with good content and serving advisors well.
Donelle Kremke
Director of Operations
The systems brain behind everything. Donelle keeps our operations running smoothly and manages client social media and email marketing.
Madison Peratalo
Content Marketing Coordinator
Your go-to for client communication and content coordination. Madison keeps projects moving and makes sure nothing falls through the cracks.
Amanda Igrisan
Project Manager
Wrangles chaos with calm precision. Amanda keeps our projects on track, our deadlines met, and our sanity intact.
Not ready to work together yet?
No problem. Here are some free resources to help you tackle marketing on your own.
PPC Coffee Chat
Our monthly newsletter. Advisor marketing tips, industry interviews, and actionable advice delivered to your inbox.
Free Downloads
Templates, guides, and resources to help you plan and execute your own marketing strategy.
The Blog
Deep dives on advisor marketing topics, from SEO to content strategy to building your brand.
Ready to talk?
If anything here resonated, let’s have a conversation. No pressure, no hard sell. Just a chance to see if we might be a fit.