Final pre-launch review of FinWellU.com with the NLPWM team. The session walked through the site page by page, capturing remaining edits, finalizing the two-phase launch and redirect strategy for FinancialWellnessDoneRight.com, agreeing on a hybrid maintenance contract structure, and scoping Phase 2 features including company portals and Salesforce integration.
Date: 2026-02-13
Attendees:
- John Jonas — NLPWM (external)
- Peter Tourville — NLPWM (external)
- Karly Oykhman — Asymmetric
FinWellU.com goes live as a standalone site. FinancialWellnessDoneRight.com remains active to service existing seminar registrations already in the system. No cross-links between the two sites to avoid user confusion.FinancialWellnessDoneRight.com will be redirected to FinWellU.com. New events and new company registrations go directly to FinWellU from launch onward.Agreed on a hybrid model to accommodate fluctuating demand (heavier in the first two months post-launch, then again when the GBA system rollout triggers a second wave):
Mark (Asymmetric) will draft the contract; Peter is available to consult by phone.
For logged-in users registering for events, forms should pre-populate with their stored profile data rather than requiring re-entry. Users can update fields before confirming. Rationale: reduces friction and keeps contact data (email, phone) current without manual admin intervention.
The team considered a floating "Register" button but decided against it due to responsiveness risks (the button could obscure page content on mobile). Current design retained.
| Area | Change |
|---|---|
| Navigation | "Young Professionals" button → link to UThrive page (was broken) |
| Navigation | Add "For Employers" button to nav bar |
| Hero text | Make bold text green |
| "Makes your other benefits work harder" | Indent checkmark paragraphs sitewide for cleaner alignment |
| "High Value" button | Rename to "Finwell vs. Vendor"; link to upcoming 2-page benefit strategy doc (page not yet ready — link after launch) |
| Overview section | Remove "Overview of financial almost done right" slide; replace with new postcard graphic |
| Contact form | Make "Company Website" and "Phone Number" fields optional |
| Contact form | Add "Best Time to Contact" field (AM/PM or time-range options) |
| CTA button | Update text to "Book a Discovery Call"; link to Contact Us page |
| Resources link | Update to point to Financial Learning Library (was pointing to old resource page) |
| Area | Change |
|---|---|
| Copyright | Center "2026 Financial Wellness Done Right" under logo |
| Privacy Policy | Update link to new Termly-generated policy (Mark to configure) |
| Area | Change |
|---|---|
| Headline | Update to: "Financial education is a right of everyone, not a privilege reserved for high earners." |
| Area | Change |
|---|---|
| Generational photos | Swap text captions to match correct images (pictures were swapped previously; captions need to follow) |
| Duplicate header | Remove redundant "Check your…" header |
| "Register" button (below images) | Fix broken link |
| Area | Change |
|---|---|
| Intro section | Remove duplicate paragraph |
| UThrive / RetireU logos | Add "Learn More" links pointing to respective pages |
| Long-line spacing | Improve spacing; verify responsiveness |
| Area | Change |
|---|---|
| Username field placeholder | Update to: "Type your preferred username or email address here" |
| Area | Change |
|---|---|
| FinWellU logo | Increase size to fill the blue header space more evenly |
| Area | Change |
|---|---|
| Login button label | Update from "Financial You" → "FinWellU" |
| Area | Change |
|---|---|
| Cross-links | Remove any outbound links to FinWellU pages to keep the old site siloed during the transition period |
These items were discussed but explicitly deferred until after the initial launch stabilizes (estimated: a few months post-launch):
See [1] for overall project status.
| # | Task | Owner | Due |
|---|---|---|---|
| 1 | Implement all homepage edits (nav, bold green, For Employers button, checkmark indent, Finwell vs. Vendor button, postcard graphic, contact form updates, CTA text) | Karly / dev team | Mon 2026-02-16 |
| 2 | Fix Young Professionals → UThrive link | Karly / dev team | Mon 2026-02-16 |
| 3 | Update footer: center copyright, update Privacy Policy link (Termly) | Karly / Mark | Mon 2026-02-16 |
| 4 | Update UThrive headline | Karly / dev team | Mon 2026-02-16 |
| 5 | Fix RetireU: swap captions, fix Register button, remove duplicate header | Karly / dev team | Mon 2026-02-16 |
| 6 | Fix For Employers: remove duplicate paragraph, add Learn More links to logos, improve spacing | Karly / dev team | Mon 2026-02-16 |
| 7 | Update Register page username placeholder text | Karly / dev team | Mon 2026-02-16 |
| 8 | Increase FinWellU logo size in sticky header | Karly / dev team | Mon 2026-02-16 |
| 9 | Update Login button text to "FinWellU" | Karly / dev team | Mon 2026-02-16 |
| 10 | Remove cross-links from FinancialWellnessDoneRight.com to FinWellU | Karly / dev team | Mon 2026-02-16 |
| 11 | Confirm and implement pre-populated registration forms for logged-in users | Karly / dev team | Mon 2026-02-16 |
| 12 | Send updated site to Peter & John for final review | Karly | Mon 2026-02-16 |
| 13 | Push site live after final approval | Karly | Tue 2026-02-17 |
| 14 | Draft hybrid maintenance contract (flat fee + per-page rate); send to Peter | Mark | TBD |
| 15 | Coordinate with Spinelli on Phase 2 Salesforce integration | Peter / John | After launch |
On the launch strategy (siloing the old site):
"I would make this, at this point, this thing should become a silo. When the other one launches, this will be its own silo. Any hotlinks that go to, like, UThrive or stuff like that, if you can just go take them out… And eventually, in a month or so, when all these presentations that we've got in the system already are done, we'll just redirect Financial Wellness Done Right over there." — Peter Tourville
On the maintenance contract structure:
"You could almost set up like a draw if you want, Karly, where this is your kind of your flat number based upon what we think normal edits are going to be. And then if we add numbers, it's this per-page type of thing." — Peter Tourville
On pre-populated registration forms:
"I prefer autofill. The reason I prefer autofill is because if your phone number changed, your email changed… you know, just to be able to update it real quick. Otherwise it's like, you know, my email changed and now I'm getting involved with people's changing emails and I don't want that." — Peter Tourville
On the "Book a Discovery Call" CTA:
"You can change that button on the first page to 'Book a Discovery Call.' And that way, when it goes to contact, it can still go to Contact Us, but it'll have kind of the implication that you're going to put in your time and all that other stuff in there." — Peter Tourville