The WealthPlan Newsletter For My Monthly Investment Newsletters

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This customer received 26 newsletter designs from 7 designers. They chose this newsletter design from Dingo as the winning design.
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Newsletter Design Brief
I'm looking to create two beautiful newsletter template for my new financial planning and investment firm. I keep my newsletters short and sweet as I feel less is more. One newsletter is for investment updates - I send that to clients and prospects. The other is more of an update for clients only.
I'm going to be using Mailchimp & Constant Contact so please make sure I can use that template there.
My newsletter typically goes out monthly. There are two versions - one for clients and one for prospects. Sometimes, information is applicable for clients only.
The newsletter brief should have the month and year in it like
The WealthPlan Newsletter: March 2020.
The other can be
The WealthPlan Update: March 2020 (for more administrative announcements).
Updates
Gathering more feedback
Gathering more feedback
Target Market(s)
Investors
Industry/Entity Type
Investment Advisory
Font styles to use
Colors
Designer to choose colors to be used in the design.
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- Clean
- professional
- Modern feel
- Less is more.
- Colors should match and be in sync my logo.
- I'm going to be using Mailchimp & Constant Contact so please make sure I can use that template there.
Nice to have
- Please follow the must haves