Fanwise: one into many.

Fee-only planning for people paid in stock. Tech employees are paid in one company's stock, and up to 90% of their wealth can end up in it. Fanwise is the fee-only firm that turns that single position into a diversified, dated plan, and shows the maths at every step.

Project: Self-initiated
Sector: Wealth planning
Market: United States
Brand book: 84 pages

Fanwise is a fictional brand we created to show our complete process. The market research is real; no client, results or testimonials are implied. Scenes like the one above are concept applications of the final logo files, not photographs of real placements.

The brief

Positioning before pixels.

For tech employees whose net worth is tied up in one company's stock, Fanwise is the fee-only wealth firm that turns concentrated equity into a dated, diversified plan, because every client gets an equity-tax specialist, a flat fee and a decision calendar.

Tagline: One into many.

The idea

A concentrated position is a closed fan. Fanwise opens it, blade by blade, on a schedule.

Fanwise graphic language page — Graphic language, from the brand book

Creative directions

3 directions, one choice.

After research and strategy, we explored 3 distinct directions as concept boards. The chosen direction was then redrawn by hand as a precise vector system.