Websites Premium

$199.00 USD / month and a $8,999.00 USD sign-up fee

Content Library

We provide access to a library of personal finance articles for your blog. We keep it fresh by adding two new articles per month.

DIY Edits

Need a quick edit to your site? You can make those using our easy-to-use design interface.

Popular Integrations

Whether it’s Google Analytics, Redtail, Mailchimp, Calendly, or other popular sites, our sites are compatible.

Mobile Friendly

Our sites are built to look great on any device, which is essential because people are searching for you on their phone nowadays.

Built-in SEO Tools

Our built-in SEO tools help you rank for keywords in Google and other popular search engines.

Hosting & Backups

We host your site with 99% uptime and daily backups ensure your content is safe and secure.

Quick Loading

Our focus on quick page loads helps you retain visitors and rank higher in search engines.

Social Sharing

When you’ve got compelling blog content, you want visitors to be able to share it. We make this enticing and intuitive.

File Management

You likely have content you’d like to share as well. Our file management system helps you stay organized.

Timely Tech Support

When you need us, we’re here. Our team takes pride in being responsive and efficient.

Terms and Conditions

Design: Oechsli will discuss with you several design ideas in a kickoff call based on your intake form. We will work with you to customize the website elements you would like to include.  This includes navigation, site pages and posts, contact forms, etc.

Process & Revisions: We will have a discovery session to discuss your intake form. We will build your site, incorporating your branding, copy, and image selections.

  • When the first draft is ready, we send you a link to review. Within seven days, we ask that you provide us a list of revisions all at once.
  • We incorporate your feedback into a second draft of your website. Within seven days, we ask that you provide us a list of revisions all at once.
  • After incorporating your feedback, we let you know that it’s time for compliance approval. We will provide the pages according to your compliance needs (access to development site or PDF).

Copywriting: You will work with our copywriter to develop your website text. This process starts with an interview aimed at gathering key messages and differentiators. We then need you to send us any current website text and other written assets you’d like us to use. From there our copywriter gets to work, providing you the text and up to two rounds of revisions.

Testing & Monitoring: We will make every good-faith effort to test the website thoroughly and make all necessary corrections prior to handing over the project to you. After the launch, you understand technology is constantly changing, so when updates happen we rely on you to help with monitoring of your website to maintain a seamless user experience. Please report any issues as soon as you spot them and we will be happy to help.

Hosting – Oechsli arranges for website hosting using an industry-leading hosting provider (Cloudways).  Your site will be lightning fast, backed up weekly, and reliable (our goal is 99.9 percent uptime).

Edits – We will set up a username and password that will enable you to make basic text edits and content additions to the site.  Want to add a new article. blog post, or team member?  Great – we will teach you how to do that very easily. Need us to do it? We’ll make those updates for you!

Search Engine Optimization – In creating your website, one of our goals is to leverage industry best practices for search engine optimization (SEO) when building your site’s design.  We are not, however, providing monthly SEO services, so we are not the reason you may move up or down in search rankings.

Cancellation of Services If you decide to go in a different direction with your website, simply let us know. If it’s before the 24 month mark, you will retain ownership of the domain (i.e. www.xyzinvestments.com), but not our design. After 24 months, you may export the WordPress files including the design and database and move to another provider.

Policy and Disclosure – You will provide disclosures and privacy policy copy for the website. You can also edit this yourself at any time.