About Planning by Lisa

Planning by Lisa was founded by Lisa Sukul, a certified financial planner dedicated to easing her clients’ stress through life’s major transitions. When working with Lisa, her clients get a long-term financial strategist committed to financial well-being. She begins by understanding what’s important to the client now and in the future. Together, they create a personalized plan that aligns with client goals and priorities, ensuring they stay on track and live a fulfilling life.

Industry

Finance

Location

Vancouver, BC

Services

Branding

Overview

In April 2022, Lisa approached Picnic Social for a brand refresh of her financial planning services. Her primary aim was to convey her core values of growth, trust, and relationship building. We accomplished this goal by integrating:

Organic patterns that align with her services
Soft colors that align with her business approach
Thoughtfully chosen fonts that match her personality

Approach

To ensure Lisa’s brand and website truly reflected her values and business goals, we followed a detailed and thoughtful process that began with a brand questionnaire, where Lisa could share her vision and the qualities she wanted her brand to emphasize. This step was crucial in understanding the direction she envisioned for her brand.

Next, we conducted thorough competitor research, which provided valuable insights into her industry and helped us to design a unique brand identity that could help her stand out amongst other financial planners. Lisa’s personal preferences were integral to our design process. We carefully considered her tastes to ensure the final design represents her well and a brand she could take pride in. On top of design we considered language components and tone of voice, adding key messaging as part of Lisa’s brand identity.

Results

Consistent social media content played a key role in building awareness and attracting new customers.

Through our branding process, we delivered:

Comprehensive 25-Page Brand Book: Detailed guidelines for visual and editorial elements, ensuring consistency and clarity in brand representation for all imagery, design, voice and messaging.
Versatile Logo Variations: Four distinct designs tailored for primary, descriptive, social media, and graphic usage, enhancing brand visibility across all platforms.
Custom Iconography: Nine unique icons representing Planning By Lisa’s core services, enhancing brand recognition and user experience.
Professional Collateral: Tailored templates for letterhead, envelopes, business cards, and email signatures, maintaining a unified brand identity in all communications.

Conclusion

“First impressions are ultra important, and I was immediately impressed with the brand design picnic social did for me. Helen (the graphic designer) did a more than wonderful job bringing to life a warm and inviting feel to my brand. It’s been almost a year since the re-branding, and I still love it. That’s saying a lot, as a small business who struggled for years with colors and design to send the right first-impression message to potential clients. The Brand Book is THE best, every business needs one.”

– Lisa Sukul, Founder, at Planning by Lisa

By translating Lisa’s values of trust, growth and relationship building into a cohesive visual identity and brand voice, Planning by Lisa gained a brand that feels as personal and approachable as the service itself. With a comprehensive brand system and guidelines in place, Lisa now has the tools to present her business consistently and confidently across every client touchpoint.