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Content Marketing That Connects

At Perfectly Planned Content, we believe in meeting our clients wherever they are on their content marketing journey, and make it our mission to help them take their next step with confidence.


Build your online presence with this one-time package. This package is suited both for ongoing service clients and financial planners who need help with website copywriting as a one-time project.

We take the core elements of your brand and infuse it into streamlined, beautiful copy that will impress prospects and repeat visitors alike. Your copy should attract, delight, and inspire ideal prospects to engage with your brand, all while clearly articulating your company’s mission and values.

Together, we will explore:
• Your “why”
• Your ideal audience
• Your services
• The tone you want to use
• How you want your clients to feel when working with you
• And so much more!

With us, stunning custom copy is just step 1. We also provide a comprehensive SEO and Google Analytics audit, along with actionable recommendations to improve the ranking and usability of your site and holistic online presence long-term.

Your Investment: $2,750

Step One: Developing Your Marketing Plan

All of our services begin with a one time marketing plan and audit. This service includes:

  • Analyze your brand strategy and set new goals.
  • Audit your website for usability and SEO.
  • Audit your social media channels to maximize content sharing.
  • Audit your email marketing and lead generation pieces for clear and conversion-focused communication.
  • Review current marketing collateral.
  • Define KPIs.
  • Create a tailored marketing plan.
  • This 4-week planning session helps us lay a strong foundation for your ongoing marketing efforts. It also gives us time to get to know you, your firm, your voice, and your ideal audience.

Your Investment: $1000

Step Two: Start Your Ongoing Content Journey

Which ongoing service is right for you?

Once we complete our comprehensive marketing strategy engagement, we’re ready to work with clients in an ongoing content marketing capacity. Our two service offerings cover both content creation and distribution.

Base Camp: Content Foundations

Our Base Camp service is a foundational content package. This is the perfect service for building a content-focused marketing strategy that prioritizes authenticity and consistency.

With unique data-gathering forms and a team of ghostwriters who specialize in matching the voice of different brands, we’re here to deliver high-quality, custom content that converts.

Our content strategy team meets with you quarterly to assess

  • Google Analytics,
  • Discuss your content calendar
  • Coach you and your team on how to incorporate your custom content into the rest of your marketing strategy.

This is an end-to-end content service for firm owners who are ready to build a strong marketing foundation for their businesses.

Your Investment: $1500/month


Content creation and distribution are the focuses of this package.

Our Ridgeline clients are in the process of growing their digital footprint, and are ready to take their marketing beyond exclusively creating content.

They are seeking a team of experts to help them design a custom marketing strategy, create SEO-friendly content, and implement a plan to disseminate that content to their ideal audience.

Ridgeline clients receive everything in our “Basecamp” package, plus:

  • Monthly newsletter creation
  • Social media management with custom graphic creation
  • Quarterly consulting calls

This package is truly designed to firm owners who are ready to kick their marketing up a notch, and know they don’t want to DIY their content marketing as they look to grow their firm.

Your Investment: $2500/month

Summit: Elevated Content Marketing Experience

Take your content marketing to new heights with our Summit package. This holistic service sharpens your marketing strategy, creation, and implementation to put you on the path to reach your goals. Our Summit package is designed to help you achieve your biggest content marketing goals. The Perfectly Planned Content team will help you both create high quality content, and distribute that content to your audience through email and organic social media marketing.

Our mission is to help you ensure that every element of your digital presence and content marketing strategy are aligned and working toward your business goals.

“Summit” includes everything that Ridgeline clients receive, plus:

  • Assistance with website management and copy updates
  • Email marketing campaigns for Google Reviews and Referrals
  • Digital event strategy and set up
  • Coordination and management of your other digital marketing partners (ex: PR, ad agency, web development team, etc.)

Your Investment: $3500/month

Let’s take a look at a break down of our ongoing services:

Which ongoing service is best for your business? Check out each package in more detail.

What’s Included Base Camp: Content Foundations Ridgeline Summit: Your Elevated Content Marketing Experience
Content marketing calendar management and keyword/topic strategy
2 custom blog articles written per month with our time-tested data gathering process (750-1200 words)
Custom title graphics for blog articles
Embedded graphics within blogs (as needed)
Quarterly consulting calls to review analytics and touch base on strategy
Quarterly analytics reporting to track KPIs and measure progress
Annual content marketing strategy revisit and audit
1 email campaign (ex: newsletter) written and scheduled in your email marketing system
Ongoing website management and assistance with small updates
Organic management of LinkedIn and Facebook channels through our scheduling software (averaging 2 posts/week)
Custom, branded social media graphics (4/month)
Google notification set up to check for media mentions and syndicated content for sharing
Consulting for targeted email and/or social media campaigns
Coordination and management of other delegated marketing partners
Digital event set up and promotion (quarterly max)
Optional video editing and YouTube management *ask about pricing

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