Website Pre-Launch Review — 2026-02-10

Overview

Pre-launch review call for the FinWellU website targeting a February 17, 2026 go-live. The team walked through every page of the site, identifying content gaps (the homepage copy had not been updated), layout issues, and branding/legal corrections needed before launch. A follow-up review call was set for Friday, February 13 at 1 PM.

Attendees:
- Karly Oykhman (Asymmetric — web lead)
- Mark Hope (Asymmetric)
- Melissa Cusumano (Asymmetric)
- John Jonas, NLPWM (client)
- Peter Tourville, NLPWM (client)

Key Decisions

Page-by-Page Changes

Homepage

The homepage copy had not been updated from the old version. Full replacement required.

• Text: Replace all body copy with content from the approved copy document
• Trademark: Update "Financial Wellness Done Right™" → "Financial Wellness Done Right®" throughout
• Section swap: Move the three-image navigation block (Overview / You Thrive / Retire U) to a consistent footer position on all pages
• New section: Replace the "Overview of Financial Wellness Done Right" section with a web-adapted version of the "Elevate Your Benefit Strategy with FinWellU" one-pager (currently being rebuilt as an editable asset)
• CTAs: Add a third button for "Employers" to the main CTA section
• Footer: Remove "All Rights Reserved," LPL tracking number, and "Securities offered through…" disclaimers — these do not apply to all FinWellU services
• Social: Remove Facebook icon; link LinkedIn icon once John Jonas provides the new page URL

You Thrive

• Remove "Help" from all instances of "Help You Thrive" (nav, headings, buttons) — the word is being dropped entirely
• Swap hero image with the Retire U page hero (the current You Thrive image better resonates with the Retire U audience and vice versa)
• Move text sections into image overlays to reduce text-heavy blocks; use zigzag layout where appropriate
• Move the "Master Your Money Today" CTA section higher on the page (currently buried at the bottom); overlay it on the woman-at-whiteboard image
• Add the You Thrive logo to the upper-left corner of the hero image
• Add "People First" header to the relevant section
• Ensure responsive scaling across screen sizes

Retire U

• Remove the colon from "Retire U:" in headings
• Swap hero image with the You Thrive page hero (see above)
• Move the final CTA section higher; overlay on the workers/group image rather than the advisor image (keeps the group/inclusive framing, avoids individual financial planning implication)
• Add the Retire U logo to the upper-left corner of the hero image
• Verify and fix responsive scaling

Employers

• Update subheading: "Plan Now, Thrive in the Future" → "A High-Impact Path to Employee Financial Wellness"
• Move "Financial Planning for Every Stage of Their Career" bullet points down onto the green image as an overlay
• Move "How Financial Wellness Done Right Works for You" (three pillars) to below the green image
• Condense the "Turnkey Advantage" section into a more visual format — consider image overlay or zigzag layout to reduce text density
• Keep the final CTA section (one-on-one advisor image) as-is; the individual image is appropriate for the employer audience
• Link all "Book Discovery Call" buttons to Contact Us page

About Us

• Fix typos:
• "zero solicitation policy" — add missing space
• "Stewardship and advocacy" — add colon
• Delete the entire "Our Resources" section, including all logos (Next Level GVA, CFP Board, LPL)
• Move the "Client Experience" section up to fill the space vacated by "Our Resources"
• Place the "Ready to Transform Your Workspace" CTA as an overlay on the man-and-woman image; remove the redundant extra button/image below it

Global / Site-Wide

• Trademark: Audit and update all ™ → ® for "Financial Wellness Done Right" across all pages
• Footer: Remove LPL disclaimers and "All Rights Reserved" from the blue footer on all pages; retain phone number and address for now (to be updated once FinWellU phone/email are finalized)
• Privacy Policy: Replace the LPL PDF link with a new on-page boilerplate privacy policy (Asymmetric to provide standard language)
• "Book Discovery Call" buttons: Link to Contact Us page site-wide; update to Paul Tourville's calendar link once configured
• Registration form: "Company Website" field is required — it routes users to their specific company portal (do not remove)
• Responsive design: Audit all pages for scaling/padding issues, particularly text running to screen edges

Financial Learning Library

• Current library is poorly formatted and hard to navigate
• Convert Broadridge content into individual webpages (not PDFs) to improve SEO and usability
• John Jonas to provide Word doc of Broadridge topics/headers to Karly; Karly builds the pages
• John Jonas to coordinate with Karly on implementing and customizing financial calculators
• Clean up filtering and visual differentiation in the library UI

Action Items

Karly Oykhman (Asymmetric)

• [ ] Remove Facebook icon from site header
• [ ] Update homepage: replace all copy, add ®, add Employers CTA button, swap sections, move library block to footer
• [ ] Remove "All Rights Reserved" and "Securities offered through…" from blue footer (all pages)
• [ ] Update You Thrive page: remove "Help," move CTA up, add People First header, swap hero image, add logo, fix scaling
• [ ] Update Retire U page: remove colon, move CTA up, swap hero image, add logo, fix scaling
• [ ] Verify ® vs ™ usage; update site-wide
• [ ] Update Employers page: change subheading, move financial planning copy to green image overlay, move "How FinWellU Works" section below green image
• [ ] Link all "Book Discovery Call" CTAs to Contact Us page
• [ ] Update About Us: fix typos, move Client Experience section up, remove Our Resources section and logos, add CTA overlay, remove extra button
• [ ] Replace Privacy Policy PDF link with boilerplate on-page privacy policy
• [ ] Remove "name of the organization" field from company portal registration form
• [ ] Clean up Financial Learning Library UI; improve filtering and visual differentiation
• [ ] Build individual webpage versions of Broadridge content once Word doc received from John Jonas
• [ ] Ensure site is responsive across all screen sizes

John Jonas (NLPWM)

• [ ] Create FinWellU LinkedIn page; send URL to Karly
• [ ] Obtain FinWellU phone number; set up FinWellU email address; send both to Karly
• [ ] Send Word doc of Broadridge topics/headers to Karly for library page build-out
• [ ] Coordinate with Karly on implementing and customizing financial calculators
• [ ] Set up 15-minute discovery call booking on Paul Tourville's calendar; send link to Karly when ready

Peter Tourville (NLPWM)

• [ ] Find and send "young professionals / skilled trades" copy to Karly for homepage CTA update

All

• [ ] Attend follow-up review call — Friday, February 13, 2026 at 1 PM

Notes & Context

• The three-image footer block (Overview / You Thrive / Retire U) is intentionally kept as a consistent element across all pages. Per Peter Tourville, it serves as a placeholder for future dynamic content (news/updates per section) and should remain until the team is ready to populate it.
• The "Book Discovery Call" flow will eventually route to Paul Tourville's calendar for a 15-minute discovery call. Branding/confirmation email details (FinWellU vs. Next Level) still need to be resolved between John and Peter before that is configured.
• The "Company Website" field on the registration form is load-bearing — it links registrants to their specific employer portal. Do not remove.

Related: ^[1]