Comprehensive homepage overhaul requirements identified during the [1] pre-launch review call on February 10, 2026, targeting a February 17 go-live. The homepage was the most significant outstanding item — the new copy had not been applied and the page structure needed a full reorganization.
At the time of the review call, the homepage still contained outdated copy that did not match the new content document provided by the client. The entire page required both a content replacement pass and a structural redesign before launch.
See also: [2]
All homepage text must be replaced with copy from the new content document provided by John Jonas and Peter Tourville. Key copy placements:
™ with ® sitewide; verify correct symbol usage before publishing)The homepage sections need to be reordered as follows:
These changes originate from the homepage review but apply globally:
| Item | Change |
|---|---|
| Trademark symbol | Replace all ™ with ® for "Financial Wellness Done Right" — verify correct usage before publishing |
| Footer legal text | Remove "All Rights Reserved" and "Securities offered through…" LPL disclaimer from the blue footer — these do not apply to all FinWellU services |
| Facebook icon | Remove from the header sitewide — no Facebook presence planned at launch |
| LinkedIn icon | Keep; John Jonas will create the FinWellU LinkedIn page and send the URL to Karly for linking |
| Privacy Policy | Replace the LPL PDF link with a generic on-page privacy policy (Asymmetric boilerplate); should be a standard webpage, not a pop-out PDF |
| Phone/address | Leave current placeholder values for now; John Jonas is obtaining a dedicated FinWellU phone number and email address and will send to Karly once available |
| Owner | Task |
|---|---|
| Karly Oykhman | Replace all homepage copy with new content document text |
| Karly Oykhman | Reorganize homepage sections per structure above |
| Karly Oykhman | Add "Employers" third CTA button to hero section |
| Karly Oykhman | Link all "Book Discovery Call" buttons to Contact Us page |
| Karly Oykhman | Replace ™ with ® sitewide (verify correct symbol first) |
| Karly Oykhman | Remove LPL disclaimers and "All Rights Reserved" from blue footer |
| Karly Oykhman | Remove Facebook icon from header |
| Karly Oykhman | Replace Privacy Policy PDF with boilerplate webpage |
| Karly Oykhman | Move three-image block to bottom of all pages |
| Karly Oykhman | Implement "Elevate your benefit strategy" one-pager section once asset is delivered |
| Karly Oykhman | Update homepage CTA copy for young professionals/skilled trades once copy is received |
| John Jonas | Create FinWellU LinkedIn page; send URL to Karly |
| John Jonas | Obtain FinWellU phone number and email; send to Karly |
| John Jonas | Set up Paul Tourville's 15-min discovery call calendar booking; send link to Karly |
| Peter Tourville | Locate and send "young professionals / skilled trades" CTA copy to Karly |
A review call is scheduled for Friday, February 13, 2026 at 1:00 PM to review all changes before the February 17 launch.
Related pages:
- [3]
- [4]