310 Wealth Planning Infographics and Merch
The owner of 310 Wealth Planning required several effective infographics and a leather patch for baseball caps.
The infographics were intended for both in-person client presentations and as persuasive materials for prospective clients. They needed to adhere to 310 Wealth Planning’s brand guidelines, ensuring they were professional, convincing, easy to read, and visually clean.
For this graphic, 310 Wealth Planning wanted to highlight that their services extend far beyond simple "wealth planning." They take a "stewardship" approach, dividing their offerings into nine distinct components. To visually represent this, I drew inspiration from their tree logo, using each component as a bubble that forms the entire tree. I incorporated various shades of green from their color palette to create clusters of leaves and added subtle leafy patterns within the bubbles. The design is completed with textured details on the tree trunk, a clear title, and the company logo positioned in the bottom right corner.
This graphic compares two tiers of service offered by 310 Wealth Planning. Sticking to the green color palette, I used a subtle gradient for the background and rounded green rectangles to clearly define sections for the titles, services, and comparisons. I selected icons that reflect the creative titles of each tier and placed them in semi-circles for emphasis. To enhance balance and clarity, I positioned the service details in the middle, with the two service tiers on either side, rather than placing the services on one side and the tiers on the other.
This graphic illustrates 310 Wealth Planning’s “Stewardship Method,” highlighting its continuous and adaptive nature. I designed a cycle graphic with interlocking semicircles to convey the method's ongoing process and dynamic adjustments to clients' circumstances. Shadows and highlights add depth and make the elements stand out, while sketched arrows around the cycle indicate direction and provide additional texture. The title is centered within the circle to create balance and emphasis. Lastly, the color palette created an opportunity to use shades varying from dark to light to also indicate direction and separate each step from the next.
This is the finalized design for 310 Wealth Planning’s leather patches. For this design, I used a classic serif font arched around the isolated tree logo and put the established date on either side of the tree. Overall, this is a simple and classic design that won’t age as trends come and go. Below are several other concepts not selected by the client for the patch designs.
