Website Development and Search Visibility Proposal
A Modern Digital Foundation for Bassam Wealth Management
Review ProposalIt was a pleasure meeting with you and learning more about Bassam Wealth Management's goals for better visibility and a new website to help get there. After reviewing the current FMG platform, the proposed subdomain option, and the firm's long-term marketing objectives, we believe the strongest approach is to build one unified website on the primary Bassam Wealth Management domain.
The new website will provide greater control over design, content, SEO, performance, compliance workflows, and future expansion. It will also create a stronger platform for presenting the firm's experience, services, leadership, educational resources, and Palm Beach presence to affluent, high-net-worth, and ultra-high-net-worth prospects.
This proposal outlines our recommended approach for designing, developing, and launching the new website while keeping the existing FMG website live throughout development. It also includes the ongoing SEO and content strategy needed to expand Bassam Wealth Management's visibility across Google and AI-powered search platforms.
Our team is confident in the development plan and prepared to manage the complete process, including website architecture, content migration, technical SEO, integrations, testing, and launch. The anticipated development timeline is approximately eight weeks, subject to timely access, feedback, and approvals.
Looking forward to the opportunity to work together.
Overview and Goals
Primary objectives
- Create a modern digital presence that reflects the experience and professionalism of Bassam Wealth Management
- Improve visibility among affluent, high-net-worth, and ultra-high-net-worth prospects
- Establish full control over website content, SEO, performance, and future expansion
- Strengthen the firm's Palm Beach and South Florida search presence
- Create a scalable resource center for articles, FAQs, guides, and educational content
- Support visibility across Google and AI-powered search platforms
- Provide clear pathways for qualified prospects to learn more and request a consultation
- Maintain the appropriate review, approval, disclosure, and content-archiving processes
Website Strategy and Recommendation
The new website will be developed as one unified platform on the primary bassamwealthmanagement.com domain, bringing services, leadership, educational content, insights, disclosures, and consultation pathways together within one cohesive website. This approach concentrates search authority on one domain, strengthens internal linking between service, audience, and resource pages, keeps branding consistent across every page, and creates one controlled publishing and compliance workflow for all content.
Website Design and Development
The website will be built to serve as the firm's primary digital headquarters, supporting credibility, prospect education, lead generation, and long-term search visibility.
- Custom visual design tailored to the Bassam Wealth Management brand
- Professional presentation appropriate for affluent, high-net-worth, and ultra-high-net-worth audiences
- Clean, modern layouts that communicate trust, experience, and attention to detail
- Consistent use of approved colors, typography, photography, and brand elements
- Responsive design optimized for desktop, tablet, and mobile devices
- Clear calls to action placed throughout the website
The website will be organized around the information prospective clients need to understand the firm, its experience, and the services it provides. The proposed website structure may include:
*The final sitemap and page structure will be reviewed and approved during the initial planning phase.*
Existing website content will be reviewed and incorporated where appropriate. Priority pages will be reorganized and refined to improve clarity, strengthen credibility, and better communicate the firm's value to prospective clients. The website will also include a scalable structure for publishing original articles and market insights, educational guides, frequently asked questions, service-specific resources, audience-specific content, firm updates and thought leadership, and new service and location pages as the website expands.
The website will provide clear pathways for qualified prospects to learn about Bassam Wealth Management and take the next step, including strategically placed consultation calls to action, professional contact and consultation forms, optional multi-step prospect qualification, scheduling integration, direct phone and email access, client-login routing, secure lead notifications, and conversion tracking for important website actions.
*Final form fields, qualification questions, scheduling tools, and lead-routing requirements will be confirmed during development.*
Technology, Performance and Content Management
Unlike a traditional template-based website, the new platform will separate the public-facing website from the content-management system, providing greater control over performance and security while allowing approved team members to manage content through a structured administrative interface.
- Custom development using Nuxt and Vue technology
- Fast, lightweight page delivery
- Secure cloud-based hosting
- Global content-delivery network
- Optimized performance across desktop and mobile devices
- Scalable architecture for future pages, resources, and integrations
- Reduced dependence on unnecessary plugins and third-party website themes
The website will be developed with Google's Core Web Vitals and current performance standards in mind, including optimized website code, properly sized and compressed images, modern image formats, mobile performance optimization, efficient loading of scripts, fonts, and media, page-level performance testing, uptime and website-health monitoring, and technical review before and after launch.
A secure, headless content-management system will allow website content to be created, reviewed, approved, and published without requiring direct access to the website's code. Approved team members will be able to edit website text and approved page content, preview updates before publication, create articles, insights, FAQs, and educational resources, assign user roles and permissions, upload images and supporting media, maintain a record of content changes, and expand the website without rebuilding the underlying platform.
The production website will be configured with appropriate safeguards and monitoring, including SSL encryption, secure hosting configuration via Cloudflare, Content Security Policy and security headers, access controls for administrative systems, protected staging and preview environments, automated deployment and version history, backup and recovery procedures, and ongoing platform and security monitoring.
*The final hosting provider, content-management system, and related service plans will be confirmed before development begins.*
The platform will support a controlled process for creating, reviewing, approving, publishing, and archiving website content.
- Defined content-management roles and publishing permissions
- Preview and approval of website changes before publication
- Content history showing updates and publishing activity
- Compatibility with an approved third-party website archiving service
- Clear placement of required disclosures, privacy policies, Form CRS, and Form ADV information
- Final content and compliance approval by Bassam Wealth Management or its designated compliance professionals
SEO and AI Search Visibility
SEO is not a one-time setup or a fixed list of tasks. Search behavior, competitors, Google's ranking systems, and AI-powered search experiences continue to evolve. Our strategy will be continuously reviewed and adjusted based on performance data, industry changes, competitive opportunities, and the ways prospective clients search for wealth-management guidance.
During development and launch, AZL Marketing will work to preserve the value of the firm's current website and establish a stronger technical search foundation.
- Review of existing pages, content, rankings, and indexed URLs
- Preservation of important URLs where practical
- Redirect mapping for URLs that change
- Optimized page titles, descriptions, headings, and internal links
- XML sitemap, canonical tags, and search-engine indexing controls
- Structured data and business information alignment
- Google Analytics and Google Search Console configuration
- Post-launch monitoring for indexing, redirects, and technical issues
- Wealth-management keyword and search-intent research
- Ongoing competitor and search-results analysis
- Monitoring changes in Google Search and AI-powered discovery platforms
- Optimization and expansion of core service pages
- Development of audience-specific and location-focused pages
- Original articles, insights, FAQs, and educational resources
- Internal-linking and website-structure improvements
- Technical SEO and website-performance monitoring
- Palm Beach and South Florida local-search optimization
- Strengthening experience, expertise, authority, and trust signals
- Author attribution, professional credentials, sourcing, and content-review signals
- Structured data and content formatting that help search platforms understand the firm's expertise
We will also be evaluating reputable financial-industry directories, professional profiles, local citations, media opportunities, and other third-party platforms that can strengthen the firm's authority and improve its visibility across search engines and generative AI experiences.
As part of the $2,000 monthly SEO investment, AZL Marketing will actively manage and optimize Bassam Wealth Management's Google Business Profile to strengthen the firm's visibility in Google Maps and local search results throughout Palm Beach and South Florida. This work will include:
- Ongoing optimization of business information, categories, services, descriptions, attributes, links, and other profile elements
- Up to three Google Business Profile posts per week using approved articles, insights, service information, frequently asked questions, firm updates, and other relevant content
- Optimization of post topics, copy, calls to action, images, and destination links
- Coordination of profile content with the firm's website, local landing pages, and broader editorial strategy
- Monitoring of profile activity, engagement, local rankings, and competitive visibility
- Local GeoGrid tracking and continued optimization based on performance data
- Review monitoring and guidance for appropriate, compliance-aware responses
- Addition and optimization of approved photographs, media, services, and profile updates
- Tracking links and conversion measurement where supported
*All Google Business Profile content will remain subject to Bassam Wealth Management's review and compliance approval before publication. Posting volume may vary based on approved content availability, market relevance, and compliance-review timing.*
The objective is not simply to publish more content. It is to consistently develop useful, original, expert-led resources that reflect the knowledge of Bassam Wealth Management, answer the questions prospective clients are asking, and strengthen the firm's relevance for high-value wealth-management searches over time.
Measurement, Reporting and Strategy
Each month follows the same cycle: performance data is collected across analytics, search, and local platforms; a report summarizes the work completed and meaningful changes in visibility; a strategy meeting reviews results and evaluates new opportunities; and an action plan establishes priorities for the months ahead.
Project Timeline
| Timeline | Phase | Key Tasks |
|---|---|---|
| WEEKS 1 TO 2 | Discovery and Planning |
• Confirm website goals, sitemap, integrations, and content requirements • Collect existing website access, brand materials, disclosures, and approved assets • Review existing URLs, content, and SEO considerations • Establish the design direction and development environment |
| WEEKS 3 TO 6 | Design and Development |
• Design and develop the primary website pages and components • Migrate and organize approved website content • Configure the content-management system • Implement the technical SEO and performance foundation • Build forms, calls to action, and approved integrations |
| WEEKS 7 TO 8 | Review and Launch |
• Complete device, browser, form, performance, and accessibility testing • Review website content, disclosures, and compliance requirements • Complete final approved revisions • Configure redirects and launch the new website • Monitor website performance and search-engine indexing after launch |
*The timeline depends on timely access to required systems, content, feedback, and approvals. The existing FMG website will remain live throughout development.*
Project Investment
| Service | Investment | Begins |
|---|---|---|
| Custom Website Design and Development | $6,250 One-time project investment | |
| Ongoing Website Management | $350 per month | Following launch |
| Ongoing SEO, Content and AI Search Visibility | $2,000 per month | Upon launch of the new website |
- Website strategy and planning
- Custom website design and development
- Website architecture and page-template creation
- Headless content-management system configuration
- Existing content migration within the approved scope
- Compliance-aware content workflow
- Forms and approved third-party integrations
- Technical SEO and URL migration
- Analytics and conversion tracking
- Performance, mobile, and accessibility testing
- Website launch and initial post-launch monitoring
- Website hosting and technical oversight
- Security, uptime, and performance monitoring
- Content-management system support
- Routine website content and page updates
- Form and integration monitoring
- Technical troubleshooting
- Backup and recovery oversight
- Coordination with approved third-party platforms
- Up to 5 hours of website updates and technical support per month
*Requests requiring significant new development, custom integrations, or work beyond the included monthly allowance will be reviewed and quoted separately.*
Following launch, AZL Marketing will manage an ongoing SEO and content campaign designed to expand visibility across Google, local search, AI-powered search experiences, and other relevant discovery platforms.
- Ongoing keyword, competitor, and search-intent research
- Original articles, insights, and educational content
- Expansion and refinement of core service pages
- Audience-specific, FAQ, and location-focused content
- On-page and technical SEO improvements
- Internal-linking and website-structure optimization
- Palm Beach and South Florida local-search development
- Google Business Profile alignment
- Authority, directory, citation, and third-party visibility opportunities
- AI search and Generative Engine Optimization
- Search-performance monitoring and reporting
- Continued adjustments based on data, competition, and changes in search technology
*Content priorities and monthly deliverables will be established through an ongoing editorial and SEO plan. All regulated or advisory content will remain subject to Bassam Wealth Management's review and approval before publication.*
Certain systems required to operate, manage, promote, integrate, and archive the website may require separate subscriptions or service agreements. Potential platform options include:
- Website Hosting and Content Delivery: Vercel or Netlify, with Cloudflare used for DNS management, security, and performance optimization
- Headless Content-Management System: Storyblok or Sanity
- Website Archiving and Record Retention: Smarsh, Pagefreezer, or Global Relay, subject to compatibility testing and approval by Bassam Wealth Management's compliance professionals
- CRM and Lead Management: AZL offers a custom CRM that is capable of replacing or enhancing the firm's existing CRM and will be available and quoted if needed based on the deliverables
- PR, Publications and Paid Distribution: AZL Marketing will research and coordinate relevant media, publication, press-release, and content-distribution opportunities. Any third-party placement or distribution fees will require approval and be paid directly by Bassam Wealth Management
*The final technology stack will be selected based on functionality, security, compliance requirements, integration compatibility, cost, and ease of ongoing management. Unless otherwise stated, third-party subscriptions will be established in accounts owned by Bassam Wealth Management and billed directly by the applicable provider.*
Qualifications, Compliance and Next Steps
AZL Marketing brings more than 15 years of experience helping organizations improve their websites, search visibility, and digital growth. Our role will extend beyond designing and launching the website. We will manage the strategy, development, SEO migration, content expansion, performance, and continued refinement of the platform as search behavior and technology evolve. Bassam Wealth Management will have a direct, hands-on partner responsible for coordinating the website and ongoing search strategy.
AZL Marketing will implement the approved technical workflow, website content, and disclosures. Bassam Wealth Management and its designated compliance professionals will remain responsible for regulatory interpretation, content approval, and final compliance decisions. All regulated or advisory content will remain subject to Bassam Wealth Management's review and approval before publication.
Once Bassam Wealth Management is comfortable with the proposal, the next steps will be:
- Approve the proposed scope and selected services.
- Sign the project agreement.
- Submit the initial project payment.
- Schedule the project kickoff meeting.
- Begin access collection, planning, and development.
Sign Agreement & Authorize Project
Please review the proposal details, enter your contact information, and provide your digital signature below to authorize AZL Marketing to initiate the project kickoff.