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Make your marketing a priority.

We certainly will.

What We Do

We believe that people deserve the best financial advice they can get to help them live a full and happy life. That is why our mission is to help RIAs and CPA/PFSs create content marketing and messaging strategies that connects with clients.


Who are you and why do you do what you do? Make it memorable.

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Make your message clear, everywhere it’s written.

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Meaningfully connect with clients again and again.

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Expertise in Financial Services

Your clients trust your expertise — don’t trust your marketing to someone who won’t continue to build that trust. We work exclusively in personal finance to create custom copy and content marketing to help develop deep and lasting relationships with clients.

Marketing expertise grounded by a CPA and Professional Engineer (aka, we nerd-out on data). Our holistic content marketing measures what’s working, what isn’t, and improves to maximize trust and grow your business. 

That’s how we do content marketing.


For Your Needs

We create solutions for whatever your marketing needs.

Our service packages can include:


Craft+Refine Messaging

starting at $750

Make sure everything you say and write reflects exactly who you are

    • Messaging Map
    • Brand message
    • Value proposition
    • Formal bio
    • Values

Schedule a call

digital home

starting at $1,250

A cohesive online experience for fluid customer engagement


    • Website copy – Homepage and About page
    • Landing page and pop-up review and feedback
    • Keyword research and SEO programming
    • LinkedIn profile
    • Facebook profile
    • Twitter profile
    • Includes Linkedin Guide & FinTwit Twitter Guide

Schedule a Call

digital content strategy

starting at $1,750

What will engage and delight your audience? What will solve their problems? Your customized, step-by-step strategy, tactics, and analytics to build trust and differentiate on digital media


  • Research the content your audience is craving
  • Client and prospective client interviews
  • Focus on the winning combination of content formats (blog posts, guest posts, videos, white papers, social media, Ebooks, etc.)
  • Identify your best distribution channels
  • 2-month content calendar
  • How to  manage and publish your content
  • Goals, budget, and KPIs

Schedule a Call

marketing, Optimized

starting at $1,250/month

We execute your Digital Content Strategy or run your existing digital strategy on a monthly retainer, an example of this could be:


    • Editorial calendar
    • 2 pieces of content (blog, video, webinar, etc.) per month
    • 1 email newsletter per month
    • Posting to 2 social media channels daily
    • Compliance
    • Monthly analytics report
    • Monthly meeting
    • Track, analyze, fine tune

Schedule a Call

ad hoc

A little of this and a little of that. Schedule a call to discuss your content marketing and copywriting needs. We will work with you to develop a package that works and scales for your growing business

Schedule a Call

Build trust and reach the clients you care about.

The right content, copy, and messaging will help you break through the noise, connect with future clients, and deepen relationships with existing ones.

The right copy and content enable you to:

    • Gain trust.
    • Engage with new prospects.
    • Deepen existing relationships.
    • Position yourself as an authority.
    • Have people actually want to read what you’re writing.

Our Promise

You can cancel at any stage if our content or relationship is not meeting your expectations. We promise a full refund of your service package or contract value paid.

We promise to work with you until we are confident our crafted content and copy will connect with your ideal client.

Let's Start a Conversation

If you're not ready to book a call but have questions about our services, feel free to email us at erica@theworthproject.co.

The Worth Project Consulting

A boutique copywriting and content marketing company. We work with independent RIAs and CPA/PFSs to create expertly crafted content to build trust and differentiate. Connecting you with clients.

2019 Gellerholz, LLC