wiki/knowledge/website/finwellu-homepage-redesign.md · 882 words · 2026-02-10

FinWellU Homepage Redesign

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.

Context

At the time of the review call, the homepage still contained outdated copy that did not match the new content document provided by the client.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]


Content Replacement

All homepage text must be replaced with copy from the new content document provided by John Jonas and Peter Tourville. Key copy placements:


Structural Redesign

Section Reorganization

The homepage sections need to be reordered as follows:

  1. Hero section — updated copy and CTA buttons (see below)
  2. "Elevate Your Benefit Strategy with FinWellU" section — replace the current "Overview of Financial Wellness Done Right" graphic/insert with a web-native version of the "Elevate your benefit strategy with FinWellU" one-pager (postcard style). Asymmetric is rebuilding this asset as an editable, branded version; once delivered, it should be implemented here as a proper webpage section rather than an embedded PDF or image insert.
  3. Three-image footer block (Overview / You Thrive / Retire U) — move to the bottom of every page sitewide, just above the blue disclaimer footer. This block serves as a consistent cross-navigation element and is intentionally kept as a placeholder for future content updates.

CTA Button Updates


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

Action Items

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

Follow-Up

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]

Sources

  1. Index|Finwellu
  2. 2026 02 10 Finwellu Website Pre Launch Review|Pre Launch Review Call (Feb 10 · 2026)
  3. Finwellu Page Redesigns|Finwellu Page Redesigns (You Thrive · Retire U · Employers · About Us)
  4. Finwellu Financial Learning Library|Finwellu Financial Learning Library Build Out