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Turning Pointe Financial
Tampa, Florida, United States
SS
Owner
(1)
2
Preferred learners
  • Anywhere
  • Academic experience
Categories
Computer science & IT UI design UX design Website development
Skills
financial planning target market financial services needs assessment webflow
Project scope
What is the main goal for this project?

We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We hope to update and revamp our existing website to attract and retain more customers and give a clear call to action.


We would like to work with students to develop a new website that is easy to maintain while providing an appealing interface for users. This can be achieved through common site building tools such as Wix, Webflow, and WordPress.

This will involve several different steps for the students, including:

  • Researching different site-building tools and their associated advantages / disadvantages.
  • Conducting a needs analysis to determine which platform is most suitable.
  • Building a website, with our assistance in providing the content.
  • Providing training on updating and maintaining the website.

Bonus steps in the process would also include:

  • Recommending potential upgrades or features that can be included in the website


What tasks will learners need to complete to achieve the project goal?

By the end of the project, students should demonstrate:

  • Understanding of website platform options
  • Identification of the most suitable platform
  • Development of a website using the most suitable tool
  • Creation of new pages for our website.
  • Recommendations for website maintenance

Bonus steps would include:

  • Recommending potential upgrades or features that can be included in the website

Final deliverables should include

  • A website prototype.
  • A final report.
How will you support learners in completing the project?

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

  • Our current products and website design
  • Our customer and industry insights
  • Input on choices, problems or anything else the students might encounter.
About the company

At Turning Pointe Financial, we employ a client-centric process designed to help investors and retirees take command of their wealth. As a strategic partner, we apply our experience and seasoned perspective to building sophisticated solutions that integrate all aspects of a client's financial life.

Though we are engaged in adapting to our rapidly-changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored approach. Through all stages of our partnership, we have a concierge level of service for each and every client.