Whalen Financial

Full Brand Collateral Suite & Print Design System

For Whalen Financial, I developed a complete branded marketing suite designed to create trust, professionalism, and consistency across every client touchpoint.

This project included the design and layout of multiple printed assets used for presentations, seminars, lead generation, and client education.

Deliverables Included:

• Custom Presentation Folder Design

• Educational Booklets / Informational Guides

• Retirement Readiness Worksheets

• Strategy Readiness Worksheets

• Income Gap Calculator

• Branded Print Materials

• Layout Design for Client Handouts

• Cohesive Typography + Visual Identity Application

Design Goal: Create polished, trustworthy, easy-to-understand financial materials that feel professional while remaining approachable for potential clients.

My Role:

• Graphic Design

• Print Layout Design

• Brand Consistency Across Materials

• Typography & Information Hierarchy

• Production-Ready Files for Print

Outcome:

Whalen Financial received a unified set of marketing materials that elevated their professional image, improved presentation quality, and strengthened brand credibility during client interactions and live workshops.