Professional Copywriting

for the Finance Industry

Streamline your marketing strategy. Grow your business while saving time.

You specialize in generating wealth for others.

I specialize in compounding time for YOU.

The less time you spend on your business, the more time you can spend on your clients.

Your clients come to you to focus on their financial goals.
Let me focus on helping your business grow.

You work hard daily to give your knowledge and expertise to people new to the investing world. You bring your clients up to speed on terms, products, and strategies to help them find the financial knowledge and freedom they crave. But you don’t want to elevate just anybody with your skills - and neither do I. My heart is happy when I can amplify the voices highlighting disadvantaged financial groups, including women, people of color, and millennials - who are often first-generation wealth-builders.

The bottom line is that this generation doesn’t want to go to their parent’s financial advisors. The old ways of guaranteeing financial security are no longer applicable in today’s world, and people are more savvy than ever with their money. To remain an industry leader and attract new clients, you must constantly evolve and create innovative solutions that produce real results in today’s economy. To retain engaged clients, you must provide value consistently while remaining up to speed with financial law, guidelines, tax codes, accounts, products, etc. to serve your customers.

The problem is that you only have so much time in a day. You want to make sure that you spend your time doing what you do best, not worrying about how to blog your latest content ideas, or finalizing your latest email sequence. Just think of the sweet relief you will feel by checking these tasks off your list! Dream of how much time you could reclaim if someone stepped up to take these tasks off your plate.

Hi! I’m Michelle, and I’m that person! I’ll be your go-to freelance financial copywriter who is just as excited about ensuring your clients get clear information that is easy for financial newbies to understand.

I love that you lend your knowledge and experience to help others build wealth. Happy clients are excited about their financial strategy and their relationship with money, and consistent engagement is how we create that relationship. You understand that when you want success, you seek a specialist who is the best at what they do. You understand and promote finding a professional when you want specific results, and who wouldn’t agree with that logic? That’s where I come in. When you book a free discovery call, I learn your business goals, and we develop a growth strategy to amplify your voice to reach the ears of your underserved potential clients.

PORTFOLIO

Writing samples coming soon. Please take a peek at some testimonials from professionals who have already worked with me.

  • Michelle is a thorough and personable copywriting specialist. She made me feel heard and confident in my financial decisions. She's an extremely talented writer and advisor, as well as very knowledgeable on all topics financial. When you work with Michelle, you will feel as though you gained a new best friend! She's very easy to talk to and extremely reliable. I can't say enough good things about Michelle and her business!

    Sara Farmer, Owner of Abnormal Apertures

  • "Michelle strives for greatness, and always tries to provide the highest level of service."

    Ashlie Pierce, Operations Manager for Scripps Health

  • “Her eagerness to expand her knowledge and gain insights into the intricacies of our specialty was truly commendable...She is an individual of unwavering dedication, always going the extra mile to ensure that tasks are completed to the highest standard...that no detail slips through the cracks.”

    Dr. Perminder Parmar, MD FACS

  • "Michelle is wonderful to work with. Her knowledge in the financial industry is amazing and her eagerness to help is even more profound. Michelle's specific suggestions on my pricing plans helped me boost my confidence and clientele. She gave me invaluable directions on my website and I look forward to working with her again."

    Danielle Cooper, Owner of Mustard Seed Copy

I’m Michelle, a freelance financial copywriter in San Diego who believes wealth should be obtainable for everyone willing to adopt a personalized strategy.

I consider myself lucky to have received money-management tips from my parents very early in my life. Because of these age-appropriate lessons, I started building credit before turning 18 and started funding my savings and retirement plans with the first job in which I qualified. Having excellent credit and a cushioned savings account led to buying my first house in San Diego with my husband when I was 25. Being a millennial myself, I know how to succeed in a challenging economy, and I know how to communicate strategy with beginners and those with experience.

I understand the power of taking early action and compounding success by building foundations for a long-term payoff. It’s true in the world of finance and it’s true for marketing strategies. As a freelance financial copywriter, that’s exactly what I want to see for you and your clients.

I love talking about personal finance strategies, and I love seeing everyone win. Having a bachelor’s degree in psychology, I am uniquely qualified to understand the barriers and obstacles your clients face when deciding to put their trust in a financial entity. With a mind for psychology and a heart for finance, I’m your secret weapon to overcoming obstacles and objections from clients while creating content that your clients will actually want to pay attention to. I can communicate large concepts in bite-sized pieces, perfect for the beginner and those trying to get back on track. Communicating clear information to your audience as an authority in the financial sector is the winning combination to earn your client’s trust. Combine your need for growth with my love for writing, and you have a fantastic formula for introducing and promoting your brand in a relatable way that will get more eyes on your products and services.

I am your personal cheerleader, and I want to see you succeed! When you partner with me, you get a task-oriented professional with a moderate caffeine addiction who believes your business deserves to excel ethically and reach the largest market possible. Collaborating with me allows us to combine our passions for helping others find financial security and amplify your voice.

YOUR GO-TO COPYWRITER

SERVICES + RATES

I’m not just interested in making you money, I’m interested in seeing you keep a reliable stream of clients as an authority in your field. I research all topics thoroughly so you don’t have to worry about communicating outdated or incorrect information. Our goal is to make sure your clients are well-informed about the topics they want to hear about.

The most common services are listed here. Other forms of copy are priced on a case-by-case basis.

When you work with me as your financial copywriter, you’ll get a well-researched, quality copy that will help your clients find you.

  • Start with a free discovery call. This should take 20-30 mins of your time to make sure we are a good match and our goals are aligned. No time for a call? Send me an email and let me know what works for you. You can then expect a customized proposal from me in a few days.

  • If all looks good to you, you sign the contract and pay 50% of the invoice. This gets you on my official calendar, and I get to work.

  • I typically start with a test project so I can confirm I am using your “voice” before I really get going. If everything looks good, you relax knowing you’re in good hands, and I get to work creating the copy of your dreams.

  • You receive your first draft via Google Docs, and pay the second half of your invoice. We then work together on 1-2 rounds of editing (if needed) to make sure the nitty-gritty is just right.

SEO BLOGS/ARTICLES

Blogs and articles are secret weapons for bringing business to your site. You’ll get a 1,000 minimum word blog packed with natural search-engine-optimized terms to help your website rank higher when potential customers search for services you provide. Blogs continue to benefit your business long after publishing and remain a superior way to gain authority.

$300 for 1,000 words

SEO WEBPAGE CONTENT

Your website copy brings customers to you. Highlight your services by using search-engine-optimized copy that is both engaging and motivating for customers to commit to you. Speak specifically to each individual client while providing them with expert value as an established authority in the financial market.

Starting at $2,000

EMAIL SEQUENCES AND NEWSLETTERS

Build your relationships with your individual clients by starting the conversation in their inboxes. Nurturing your email list with captivating and consistent emails is a simple way to show your credibility and value so you are there when your ideal clients are ready to act.

$75 per email (3 email minimum)

$100 per newsletter

BUNDLE/RETAINER PRICING

I believe strategies work best when they are combined to bring your clients to you - but prices add up. I want to make sure your best approach is affordable - ask me about “bundle” and “retainer” pricing personally tailored to your needs.

Contact Me