Here is a checklist to help you make an informed decision before you hire a financial website design firm:

• Ensure you receive a detailed written estimate for the project before starting.
• Confirm there are no ongoing monthly fees besides hosting (typically $15-30/month), with payment structured as a deposit upfront and final payment upon website approval for launch.
• Verify the firm has a functional website and operates within the USA or Canada.
• Request examples of previous work on similar financial advisor websites.
• Retain control of your website, with hosting services in your ownership and name.
• Ensure ease of website management with provided tutorials for quick editing and changes, acknowledging that custom page layouts may require additional learning.
• Ensure the website is built on current technology, not on a free template/theme, and utilizes open-source software like WordPress instead of proprietary software.
• Confirm the inclusion of a blog for easy posting of articles and news.
• Work directly with one dedicated individual responsible for your website design from start to finish, avoiding call center staff.
• Verify website hosting ownership in your name with a reputable company offering 24/7 telephone support based in the USA or Canada.