Beginning Your Journey


Take the Quizzes

Start by taking the quizzes to see where you are in the digital world.

Your answers tell us where you are and what you need next. We'll talk about the details during intake conversations.


Identify Your Ideal Client

Use the Ideal Client Worksheet and Style Guide to get a step ahead with your digital marketing.  These free resources will help you orient your marketing to attract your ideal clients.ß

Assess your Digital Presence

Work with the 4FP team and get Digital Marketing Assessment.

Our assessments provide you with a clear understanding of what you are doing right and what need to be improved with your digital presence.


Get Your plan 

Once you’ve got a clear idea of what you want and need from $1,500 – $3,500 depending on need.

You're a planner, now you have a plan.  You know how to improve how you engage, attract and convert your ideal clients.

Check out our Podcasts and Writings


Sculpt your firm's digital presence

FREE Resources

Compliant file sync cloud for certified financial planners

Compliant File Sync

Ongoing work with the 4FP Agency


Build your new Assets

Now it’s time to get creative! We can tune your digital presence by improving websites, email marketing, promoting your brand, SEO optimization and more.

Choose how much you want us to do by picking Level I, II, or III with any of our offerings.


Turn. It On!

Once you’ve approved all your assets it’s time to launch!  

When we implement your digital marketing plan through the 4FP Agency you know that we have carefully reviewed each resource and asset we create for you.



Our Job doesn’t end after launch. Now it’s time for us to maintain and optimize your website, email marketing ads, lead magnets, search marketing and your overall customer funnel. Let us help you keep your customers while you focus on what you do best… Financial Planning!


Traffic and Conversions

After you have approved your resources you are ready to take your new and improved Digital Presence out to the digital world and attract your ideal client.  

We measure your improvement and offer suggestions on how to iterate and improve your RIA's digital marketing strategy. 


We are a digital marketing agency serving Financial Planners, Financial Advisors and Registered Investment Advisors (RIAs) market and brand their firm.

Hence, "4FP."

Jake started this firm because his life's work is to support the growth of your firm and profession as a whole.

We usually work with fee-only independent advisors. Most have a passion for Life Planning, Financial Planning 3.0 and exploring the deeper meanings of money with their clients.

We work with you and your team to create a coherent overall online strategy to create a manageable digital presence.

We help financial planners and Registered Investment Advisors sculpt their digital presence. We can assist firms in areas like website strategy, social media strategy, email marketing, and paid traffic strategies. We will help your business grow and maximize your team resources through digital marketing automation, tools and best-practices.


We give you the beginning of the Online Reputation Management | ELEMENTS program to give you the fundamentals that  you will need whether you work with the 4FP Agency or another digital marketing agency.  

After you have completed your Ideal Client Worksheet and The Style Guide your firm will be immensely more prepared with any marketing or design professional.

If you would like help completing any of the free materials we have sessions available.  Work with one of our digital marketing professionals to create a robust ideal client persona or defining your story and brand through the Style Guide Coaching Session

When firms are ready we complete a digital presence assessment.  After receiving your assessment you can choose to get a plan from us or improve your presence on your own.

Firms who receive a plan from the Digital Marketing 4FP Agency can choose to become retainer clients of the firm and have us implement and manage their digital presence or they can implement the plan themselves.  This way we enable our clients to choose how much advice they need.  We are here to support you at what ever level of digital marketing advice your firm needs.  


Jake's intimate knowledge of the Financial Planning profession makes it easy to be on the same page regarding my firm's vision and purpose. The Digital Marketing 4FP approach mirrors the planning process in that our conversations are always oriented around discovery and resourcefulness to come to solutions. His dedication to anchoring engagement strategy to who my ideal client is and how to best serve them is a good counterbalance to any business owner who has a tendency to get lost in the weeds of business operations and serving clients.

Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our client's to have a healthy relationship with their money.


Jake created the space and direction I needed to elevate my brand and business development. He listened, brought enthusiasm, ideas, and maybe most important, asked the right questions. He is always dedicated to making sure his vision and efforts on my behalf are aligned with my own vision and purpose.

Elizabeth Jetton, CFP® - Coach, Planner & Thought Leader

In ‘Good to Great’, Jim Collins touts the benefits of “Getting the right people on the bus in the right seats”. With a shared vision and mission, I have been fortunate to get Jake on my bus and in the right seat of “digital marketing maestro” (his given title by me) in our organizations. The digital world is vast and I deeply appreciate Jake’s guidance as we course through this new, amazing, and opportunistic terrain.

Danielle Howard, CFP®, CKA® - Financial Planner, speaker and educator

I trust him with the heart of my piece because I trust him as my advisor and I haven't been let down. Jake has always been there for the critical times. Both with the advice and helping me with what I need.

This isn’t a guy who will come in and tell you, "this is what is best." He will find the solution that you truly need. What he does is educate you. I’ve never been more comfortable with baring my process than with Jake and the 4FP team.

Brad Marro - Marro Media, Brad Treks America

Digital Marketing for Financial Planners are the digital-presence gurus. They deeply understand the paths potential clients take on their journey toward connecting with you directly. More importantly, they're fluent in the ways you can put your best message forward with those potential clients every step of the way. For advisors who understand the importance of owning their digital footprint and know they can’t manage it alone, this is the go-to team.

David C. Bowman, CFP® - Certified Financial Planner


Customer Journey Specialists

Guide your prospect along a natural path.  Getting to know you and your firm's values and creating a relationship where you are their trusted advisor.  

Content Marketing Specialists

Create content that supports your values and creates a journey for ideal prospects that cultivates them and encourages them to sign on board when the time is right.

Customer Acquisition Specialists

Create paid traffic strategies that compliment the rest of your content creation.  We are about more than just creating "leads."  We want to attract your perfect clients to you.

Email Marketing Specialists

The inbox is sacred and should be abused.  We get too many emails and we need your prospects to *want* to open the emails you send them.  

We create combinations of automations and broadcast email campaigns that magnetize your ideal clients.

Customer Acquisition Specialists

Create paid traffic strategies that compliment the rest of your content creation.  We are about more than just creating "leads."  We want to attract your perfect clients to you.

Search Marketing Specialists

SEO is a complicated topic.  Some things are worthwhile to some firms and others are not.  

We help you evaluate and determine the best ways for you to show up in search and help you rank for the best search terms to attract your ideal clients.

Data and Analytics 

You need to know what KPIs to measure.  

Different companies and different strategies have very different needs about what metrics are important to monitor to create a successful digital marketing strategy and campaign.

Optimization and Testing Specialists

Know how to measure and optimize your process.

Know what is working and what isn't so you can improve your systems.