FinWellU Homepage — Navigation, Content & Form Updates

Edits identified during the pre-launch review of FinWellU.com. All items below were confirmed in the meeting and assigned to Karly's team for completion by Monday, with a final review sent to Peter and John before going live Tuesday.

See also: ^[1] · ^[2] · ^[3]

Navigation Bar

• "Young Professionals" button — link is broken; must be updated to point to the UThrive page before launch. This was flagged as a critical pre-launch fix.
• "For Employers" button — missing from the nav bar entirely; needs to be added.
• Button label consideration: "Young Professionals" may be relabeled "Early Career" to align with the For Employers / Aspiring Retirees naming pattern.

Content & Layout

Hero / Intro Section

• Bold text in the intro copy should be styled green (in progress at time of meeting).

"Makes Your Other Benefits Work Harder" Section

• The paragraph following each green checkmark should be indented to improve visual alignment and readability.

"High Value" Button

• Rename button text to "Finwell vs. Vendor".
• Link destination: the upcoming 2-page benefit strategy document (not yet available at time of meeting).
• Interim plan: launch with the button present but unlinked or placeholder-linked; update once the document is ready.

"Overview of Financial Almost Done Right" Section

• Remove this section entirely.
• Replace with the new postcard graphic (finalized version with UThrive / RetireU content, Medicare removed).

Contact Form

Located in the homepage contact/inquiry section.

CTA Button

• Update button text from the current label to "Book a Discovery Call" — chosen because it implies a time commitment from the visitor.
• Button should link to the Contact Us page.
• Note: if a calendar booking tool is added later, the link can be swapped to point directly to scheduling.

Footer (Homepage Instance)

• Copyright line — center "2026 Financial Wellness Done Right" directly beneath the logo.
• Privacy Policy link — update to point to the new Termly-generated policy (Mark to configure Termly; it auto-updates based on applicable laws).

Sticky Header

• FinWellU logo — increase size slightly so it fills the blue header bar more evenly. Currently sits closer to the top edge than the bottom, creating uneven padding.

Action Items

• [ ] Fix "Young Professionals" button → link to UThrive page (@Karly Oykhman)
• [ ] Add "For Employers" button to navigation bar (@Karly Oykhman)
• [ ] Make bold intro text green (@Karly Oykhman)
• [ ] Indent checkmark paragraphs in "Makes Your Other Benefits Work Harder" section (@Karly Oykhman)
• [ ] Rename "High Value" button to "Finwell vs. Vendor"; link when 2-page document is ready (@Karly Oykhman)
• [ ] Remove "Overview of Financial Almost Done Right" section; replace with postcard graphic (@Karly Oykhman)
• [ ] Make Company Website and Phone Number fields optional in contact form (@Karly Oykhman)
• [ ] Add "Best Time to Contact" field to contact form (@Karly Oykhman)
• [ ] Update CTA button text to "Book a Discovery Call"; link to Contact Us page (@Karly Oykhman)
• [ ] Center footer copyright text under logo (@Karly Oykhman)
• [ ] Update Privacy Policy link to Termly-generated policy (@Karly Oykhman / Mark)
• [ ] Increase FinWellU logo size in sticky header (@Karly Oykhman)

Related

• ^[3] — UThrive, RetireU, For Employers, and Register page edits
• ^[2] — two-phase launch and redirect plan for FinancialWellnessDoneRight.com
• ^[4] — hybrid flat + per-page maintenance contract structure
• ^[5] — client record for NLP Wealth Management