Lifewise Website

Maximizing design + technology to simplify financial planning.

The Challenge Financial planners at BerganKDV recognized an unmet need in their market: Young professionals preferred a financial advisor supported by technology to simplify financial planning and investing. Collaborating with them online was critical. Wanting to bring its concept to life and monetize it, BerganKDV needed a website for its Lifewise brand that would appeal to its target audience. A positive user experience was key. The site needed to provide an easy way to manage finances, enable multiple levels of engagement and use tools to deliver timely, relevant content.



The Solution We designed a website with a clean interface, contemporary color palette and on-target imagery. The site went live, and the Lifewise business was born. Responsive and easy to navigate, the site delivers on the Lifewise promise of nearly-effortless financial planning experiences. Clients can access their accounts online, connect in real time to their real-life human advisor or schedule appointments when it’s convenient for them. Built in a content management system, blog posts, news and media links are regularly updated, giving the target audience new reasons to visit the site time and again.

The Result Lifewise has a steady stream of website traffic, generating an average of 1,000 visitors a month in its first year. And the media, including the likes of Yahoo! Finance and Star Tribune are paying credence to this innovative concept. Dozens of publications have already backlinked to the site, generating more traffic. See for yourself at

Let’s Connect. Connections to a financial advisor and planning tools are available within a click.

A penny saved, is a penny earned. An interactive investment calculator reveals what an investment costs today versus waiting.

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