SFS marketing · the work

MyStages

SFS consumer brand · available to every firm

SFS’s own consumer-facing brand, relaunched in August: a life-stage quiz, a financial wellness checkup, articles by stage, and an advisor match that can point at any firm here.

live siteOpen live ↗

What we built

New site built on a sandbox, passed Osaic review, cut over to mystages.com with 301s from the old domain
MyStages quiz and Financial Wellness Checkup feeding Wealthbox as tagged leads
Find-an-Advisor chooser and Form CRS/disclosure handling sitewide
Content cadence: stage-based articles, approved before posting

Live

mystages.comopen in new tab ↗

Embedded live. If the embed is blank, use "open in new tab"; the screenshots below are the fallback.

Screenshot: mystages-quiz

Screenshot: mystages-checkup