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Amplify Your Story

We’re turning up the volume on your advisor marketing.

Why Perfectly Planned Content?

At Perfectly Planned Content, we go beyond conventional marketing – we immerse ourselves in your business, becoming an integral part of your team.

Our approach centers on the power of story branding, crafting narratives that elevate your brand above the competition. Every marketing strategy we build is meticulously tailored to your unique goals.

We’re not just marketers; we’re educators committed to empowering financial advisors. Your success is our mission, and we’re dedicated to providing the insights and strategies you need to achieve your distinct objectives, whatever they may be.

Who Do We Work With?

We forge enduring partnerships, believing that sustained success is built on trust and collaboration. Our clients value having a team of experts in their corner, and we partner with them for the long haul – with many of our Fractional CMO relationships spanning 5+ years.

What Do We Do?

We’re small but mighty – and we like it that way! We only work with a select number of firms to ensure we’re able to maintain a standard of excellence in our work and to develop deep relationships with our clients.

Fractional CMO

Need a strategic partner? We have you covered. With our Fractional CMO services, you can expect a fully integrated marketing team to build and implement your unique strategy.


Ready to DIY? Our trainings and templates focus on building your unique marketing funnel, upleveling your website copy, kicking off your content journey, and more.

PPC Marketing Minute

Our educational platform is powered by Substack. We cover advisor questions, interview industry experts, and break down your to-do list into manageable steps.

Ready to Get Started?

We’d love to talk to you about your advisor marketing. 

Meet Our Founder

Hey, I’m Zoë Meggert. I founded Perfectly Planned Content because I love helping financial advisors communicate their value and accomplish their goals through strategic marketing.

I believe that content marketing is built on stories – our stories. Throughout my career, I’ve focused on helping businesses communicate their story in a productive way – one that would draw an audience and help them grow their bottom line.

Through Perfectly Planned Content, I work to capture my clients’ “why” and tell authentic stories in a voice that’s true to them. This helps them to lay a foundation of trust that leads to long, successful client relationships.

When I’m not working, I’m usually outside. I love hiking, running, gardening, campfires, and binge-reading books on my patio. I’m also quite a caffeine enthusiast and firmly believe that there’s nothing better than talking with family and friends over a fresh cup of coffee. My husband, Andrew, and I love traveling and adventuring with our twin daughters (Charlotte and Piper), and our two rescue dogs (Dan and Susan).

Meet The Team

Perfectly Planned Content is a boutique content marketing agency based in Cave Springs, Arkansas, but our team is primarily virtual! Our core team comes from a range of industry and educational backgrounds and has come together united by our passion for quality content, as well as educating and serving our clients well. Our team of contract writers is 100% virtual, with a collective 15+ years of experience writing and working in the financial advice space.

Donelle Kremke
Director of Strategic Partnerships & Education
South Lyon, Michigan

Donelle is our operations extraordinaire. From coordinating industry partnerships, to building out strategic systems for PPC and our clients – she’s all about helping us leverage exceptional content to create standout brands. She runs our client social media and email marketing initiatives, and is truly a wealth of knowledge about marketing and the financial services space. Donelle loves traveling the world with her husband, Joel, golfing all the best courses and enjoying the sights. She’s an avid reader, cook, and thrives when she’s cheering on one of her favorite teams – Go Spartans!

Madison Peratalo
Content Marketing Coordinator
Grand Rapids, Minnesota

Creativity takes courage. And Madison looks forward to taking that leap with you! As our Content Marketing Coordinator, Madison is on the front lines of all client communication. She’s your go-to gal if you have a question about your marketing strategy, want to kick off a content initiative, or just want to say “hi”! She loves creating clear and concise content, while maintaining an engaging, inclusive, and authentic tone.

When Madison isn’t working, you can find her cooking a meal with her husband, Jordan, goofing around with her two sweet pups – Cooper and Boogie, listening to a true crime podcast, or nose deep in a mystery novel. Being a true Minnesotan, she also enjoys spending time fishing, boating, and relaxing at her family cabin on Lake Vermillion, MN.

Sarah Sparks
Executive Assistant Extraordinaire
Bella Vista, Arkansas

Sarah’s creative outlook and planning background is rooted in her Fine Arts degree from Emporia State University. Her love of coordinating people and tasks led to roles in project management, support, and operations. Sarah brings to the team 15 years of experience in keeping people and projects moving smoothly. Other areas of joy in Sarah’s life include antiquing, art exhibitions or museums, traveling, and cooking for friends and family.

Elevate Your Content Marketing

We are big believers in providing free education and resources to business owners to help them tackle their content marketing strategy. Start your journey with our FREE annual marketing calendar for financial advisors: