EXPERT CONTENT, COPY & MARKETING ASSETS

CREATED BY A CERTIFIED FINANCIAL PLANNER (CFP®)

TO GROW YOUR
WEALTH MANAGEMENT OR FINANCIAL SERVICES FIRM

Everyone deserves a secure financial future.

And whether you’re a Certified Financial Planner, financial advisor, RIA, or a wealth management platform provider, you contribute to making your clients’ lives easier and stress-free.

But who supports your company in effectively reaching more people online without more stress on you or your team?

Consistently creating effective and engaging content
for your audience can be challenging and time-consuming until…

You have a Certified Financial Planner (CFP®) and financial copywriter on your side.

Let’s work together and help you acquire new clients or grow your AUM as you:

✔️ Build authority & trust with engaging and reliable content that turns your website visitors or social media followers into clients.

✔️ Get in front of more qualified leads as you show up on the right social media platforms with the right message.

✔️ Stand out with clear messaging that lets your ideal clients know why they should do business with you and not your competition.

so you can impact more lives, grow your revenues, & leave your mark on the world.

Done-for-you copy and content to bring value & drive growth for your business.

Professional
CONTENT & COPY

Increase your reach and impact with words that demonstrate your unique strengths, build trust, & nurture relationships that turn into clients & partnerships.

  • E-books & Lead Magnets

  • Expert Blogs & Articles

  • Whitepapers & Case Studies

  • Emails & Newsletters

  • Website Copy

  • Book Ghostwriting

Actionable
MARKETING STRATEGY

Make your brand more visible on the right platforms where your ideal audience is already looking for what you offer…but they just don’t know about you (yet).

  • Lead Generation Strategy & Execution

  • Marketing & Content Strategy

  • Website Copy Reviews

  • AI Prompt Strategy

Brings you well structured, thoughtful, and engaging content that’s truly valuable to your clients.

“It's such a joy to find a content partner like Simona. She's an outstanding writer who leverages her subject matter expertise and experience as a financial advisor to craft content that's truly valuable to our customers and their clients.

Simona can take on lofty thought leadership pieces, requiring multiple interviews and extensive research as well as SEO content that -- although not always the most glamorous to write -- is a key ingredient to the right customers finding us. On the editorial side, she makes my life easy, delivering pieces that are well structured, thoughtful, and engaging. We've been working with Simona for a year now and look forward to continuing our partnership!”

—  Daniel Brockley, Content & Creative Director at Vanilla

[View sample blogs written for Vanilla here.]

Get professional content by a financial professional who gets you and your clients.

I’m Simona, a Certified Financial Planner (CFP®) turned marketing strategist, copywriter, and ghostwriter.

Drawing on my eight years of experience as a financial advisor, I support others in the wealth management and financial services industry by creating marketing assets that yield a solid ROI for years to come.

Because you (or your team) shouldn’t have to sit in front of the computer till midnight and sacrifice your freedom to consistently get more clients from your online marketing efforts…

Join others whose business has grown after working with us

  • Someone you can connect with and trust to contribute to your business

    “As an entrepreneur, the decision to outsource some tasks is a necessary but sometimes tough decision to make. It’s important to find providers you connect with, trust, and who are obviously good at what they do. Simona meets all three criteria and then some.

    I’ve engaged Simona’s expertise for a lead magnet, blog, and a completely new website. I’ve been so happy with her output that I’ve engaged her to regularly contribute to my business. Simona is extremely strong on marketing, copy, design, SEO, and strategic support for marketing and communications.

    I’ve found her to really embody mindfulness in her approach and each task is embarked upon with enthusiasm, patience, and creativity. I couldn’t have hoped for a better outcome and thoroughly recommend Simona’s Mindful Copy Agency.”

    - Jacqui Edmiston, Elevate

  • Gain effective strategies that drive engagement

    “I’ve had the pleasure of working with Simona in building my mindfulness and performance business. What was initially an overwhelming process for me, Simona helped me break it down and made it manageable.

    Not just an excellent copywriter, she supports everything with effective strategies that drive engagement, from lead magnates to linked-in webinars. I was able to connect with “my why” in developing my content engagement strategy. She helped me shift my focus from content to drive outcomes, towards content to help others.

    Simona is professional and a joy to work with and I highly recommend her to help you take your mindfulness business to the next level.”

    - Derek Covington, First Water Performance

  • Realize your vision of sharing your passion

    “Working with Simona has significantly helped me on the way to realizing my vision of sharing mindfulness with a wider audience. I chose to work with Simona because in addition to her copywriting and website prowess, she has a personal connection with mindfulness practice.

    Simona’s gift is her ability to mix her passion for mindfulness with her copywriting skills and marketing knowledge. She has an authentic, friendly, encouraging, and energetic presence that makes her a pleasure to work with.

    Simona provided the kind of knowledge and clear guidance I was looking for with website structure and copy. She was creative, timely, professional, flexible, and knowledgeable.”

    - Marilia Marien, PhD, Mindfulness Trainer

  • Uncover your strengths and move forward authentically

    “I did not realize that I needed consulting and marketing strategy until I was up and running for a couple of months. Then it became very clear that I was “shouting into the wind.” I didn’t want to go with just any agency that was going to force me into an inauthentic funnel-frenzy. Nothing is more “mindless” than that .... and it was sooo counterintuitive to my values, message, and approach.

    Simona helped me see where my strengths were and got me pointed in a new, viable, direction. She helped me narrow my target market and provided extremely useful outreach templates, market research, curated marketing content topics and accountability forms. She was patient, intuitive, clarifying and empowering in her approach and directions. She was extremely easy to work with, understood my fears and resistances and helped me move forward in a way that was effective, but also authentic to me.”

    — Karen Vincent, Anchored Meditation

  • Flexible and intuitive within the creative process

    “From the moment I began meeting with Simona, I realized her passion for being a bridge for mindfulness teachers and our need for support in marketing programs.

    Simona embodies a unique blend of personal meditation practice with her vast marketing and writing experience. While holding her work to the highest standards, she is flexible and intuitive within the creative process to complete projects timely.

    It has been a joy and pleasure to work with Simona and benefit from her expert and knowledgeable support.”

    - Allan Goldstein, MBSR Membership

  • Copy that garners visibility, draws readers in, and educates

    “Simona is a wordsmith. She takes my thoughts, ideas, and ramblings, blends them with her keen understanding of mindfulness, and creates copy that garners visibility, draws readers in, educates, and showcases a sense of expertise and kindness which effectively represents my brand and my work in the world." ‘

    - Madeline Ebelini, Integrative Mindfulness

  • "She said exactly what I wanted to say, but more eloquently than I ever could"

    “If you are looking for an incredibly talented copywriter who specializes in Mindfulness, Simona is your girl! I am a new business owner, and I needed some guidance with my website copy. Simona was able to say exactly what I wanted her to say but a lot more eloquently than I ever could.

    Her words are magical! In a matter of weeks, she helped transform my copy and helped me restructure the entire site so it is more user friendly. It was a joy to work with her and I look forward to working with her again in the future on other projects. I highly recommend Simona’s services.”

    — Erin O'Connor, Happy Humans Mindfulness

  • You're in good hands

    "I am so grateful to have connected with Simona. She took time to explore and discuss with me how to attract new clients. She is intuitive and creative in her work leaving me knowing I am in good hands.

    Simona adjusted my website in layout and content to focus on my ideal client. The flow of her writing is wonderful and she makes it look so easy, although it's not to me!

    The difference that her work has made has been incredible so far. She has helped me create a website and articles with flow, ease, style and such professionalism.”

    — Sue Landsberg, Inner Happy

  • Propel your brand forward with powerful marketing materials

    “Collaborating with Simona has been a huge support! She has tremendous knowledge, understanding, and articulation of our messaging. With very minimal direction, Simona was able to help propel our brand forward and create powerful marketing materials and blog posts.

    I appreciate working with Simona because she is practical, knowledgeable, and has marketing savvy. She has a great balance of drive, intuition, business savvy, and true heart. I have absolutely loved working with her, being supported by her, and I feel that Anchor has benefitted greatly from her know-how, drive, compassion, knowledge, and open-heartedness!”

    - Kelly Ryan, Anchor Meditation

She helped me finish a book that has been on the good idea shelf for years!

“If you have writing projects, books or other initiatives that you just can’t get off the ground I would certainly recommend Simona. She has a professional approach that is laid back and comfortable and her background as an advisor allows her to easily communicate important financial topics.

I was particularly impressed with her ability to capture my thoughts through zoom meetings and videos and then replicate them on paper in my voice. Her ability to do this is really her unique talent. I could not recommend partnering with her enough. She helped me finish a book that has been on the good idea shelf for years. Get off the sidelines and take the leap, it will be the best investment you make for your business.”

—  Financial advisor (anonymous for now due to nature of ghostwriting contract :-))

Whether you’re looking for a financial copywriter to write your articles, blogs, e-books, emails, social media content, whitepapers, or ghostwrite your next book, get in touch today to see how we can partner to get you more clients.