Finance Industry

Niche: Financial Coaching

Niche: Lifestyle Podcast

Brand Offering   

Digital Learning

Private Social Club

Project Scope     

Brand Strategy

Brand Identity Design

Copywriting

Creative Direction 

Art Direction

Podcast Cover Art

Email Design

Brand + Product Naming

Concept Development

Design Aesthetic

Romantic
Poetic
Timeless

Marquee Event   

Garden Luncheon

 Idalia Wealth Circle 

 Unlock Your Financial Freedom 

Brand Brief:

Idalia Wealth Circle is a boutique financial services club offering e-learning courses, coaching programs, curated workshops, immersive retreats, and social events for a supportive, aspirational community. Members gain insight into wealthy decision-making through Wealth by Design—a podcast sharing relaxed, relatable financial wisdom.

The Challenge:

Reimagine how women approach financial education by moving beyond basic money management into accessible wealth-building strategies. Turn intimidating concepts into understandable content. The brand empowers women to design a future that supports their dream lifestyle through live coaching, curated curriculum, and podcast episodes.

The Goal:

Develop a brand that simplifies complex financial topics by easing the urge to avoid preparation and hesitation around money decisions. Empower women to manage finances with confidence and peace of mind. Create an appealing podcast name and dynamic cover art that reflect the brand’s conversational tone and community-driven mission.

The Result:

Developed a brand identity that redefines financial education through clear offerings, authentic messaging, and strategic positioning. Gave financial management a modern makeover—reframing it as an empowered journey to freedom. Created a product name, episode titles, and cover art to show women they can turn their dream life into a reality.

Brand Direction:

Following the creation of the initial concept, I shaped the brand direction for Idalia Wealth Circle to merge financial confidence with an aspirational lifestyle. The palette, tone, and visual language reflect modern elegance and approachable ambition, presenting wealth-building as a stylish, empowering journey toward freedom.

Creative Direction:

Inspired by Clueless and The Princess Diaries to channel the charm, confidence, and evolution of the modern “It Girl.” Cher and Mia didn’t follow outdated rules. Instead, they changed them. This brand blends ambition and grace to reshape financial empowerment. Bold vision meets sweet encouragement, sparking a confident, wealth-building mindset.

Art Direction:

The visual identity highlights Regency-era grandeur—castle-like homes and sculpted gardens, while subverting tradition by centering women without men. Photographers and Stylists from House of CB bring this romantic, soft aesthetic to life, reclaiming a time when women couldn’t own property and portraying financial freedom with grace.