Meet Matt Beeler, CFP®, CRPS®
Expert Financial Copywriter
For Financial Planners, FinTech Companies, and Coaches
The word “Money” can mean a lot of different things to different people. We help you make money FUN and EASY to comprehend for your clients!
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Services
We write AMAZING copy backed by credentialed expertise that will build your brand credibility while driving your ideal client to action.
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Portfolio
Check out our work! From fun blog posts to timely newsletters, our work turns our clients into RAVING FANS!
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About Me
Hi, I’m Matt. As a CFP® Professional, I’ve been in your shoes. I’m excited to help you take your firm to the next level!
Content Marketing Isn’t Easy.
You do incredible work for your clients. You believe in giving the best possible service and you’re dedicated to creating RAVING FANS of your practice.
But it takes a lot of work— A TON of research, outreach, hand-holding, and playing part-time psychologist.
You put in that work because you care about your clients. You put in the work because you want to show your clients that they can TRUST you over any other advisor. You’re YOU. You are the most qualified person to help them with their unique circumstances.
But here’s the deal— Your clients expect you to be the WHOLE package.
In today’s environment, you HAVE to stand out even before you get a chance to speak with your future client.
Even referral-based growth strategies require a strong online presence.
Bottom Line— If you’re not ahead of the game on your content strategy, then you are falling behind the competition.
Which sucks, because building an online presence is hard. There is a steep learning curve when it comes to content marketing and to do it the right way requires a ton of your valuable time.
That’s where we can help.
Hiring An Expert Financial Copywriter Can CHANGE THE GAME For Your Practice.
About
Matt Beeler, CFP®, CRPS® is the founder and lead copywriter for Combetto Group, LLC.
Matt LOVES copywriting for Financial Planners, Retirement Plan Consultants, and FinTech companies.
"As a 10-year industry veteran, I understand what my clients go through in their business. My goal with this agency is to become their go-to expert in marketing their practice.
We offer credentialed, expert copy that is thoroughly researched. We make building sales funnels and killer content super-easy and every piece we write is 100% unique to our client." - Matt, Founder and Lead Copywriter
LEVEL UP Your Online Presence.
When you work with Combetto Group, we'll LEVEL UP your online presence with killer educational personal finance content which will turn the “Lookie-Lous” on your website into long-standing clients.
We help by making you easier to find.
The content we'll create for your practice will make new clients wish they'd have found you WAY SOONER!
What do you think you'll be able to do with all of the extra time you'll save when you work with an expert financial copywriter?
More time to invest in improving operational efficiencies?
More time in front of referral sources?
More face time with clients?
More time home with your family?
Whatever it is, we are here to partner with your firm to free you up to spend your time where it matters most.
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Cassidy Horton, CassidyHorton.com
Matt and I have partnered on a few projects and wow--the guy has so much talent. Not only does he bring an immense wealth of financial knowledge to the table as a CFP® Professional, but he also has a gift for breaking complex topics down into fun and easy-to-understand chunks. Throw in the fact that he always meets deadlines and is an overall joy to talk to, and he's an obvious choice if you're in the market for a finance writer! With Matt, you're in good hands. - Cassidy
READY TO TAKE YOUR FIRM TO THE NEXT LEVEL?
Book a no-obligation consultation to see if we’re the right partner for your practice.
Packages Perfectly Suited to Your Needs
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SEO Growth Package
PRICE- $2,650 for the first month
Best for those looking to organically grow their website presence toward the top of google search rankings.
Includes:
A Comprehensive SEO Website Audit
1 SEO Optimized Long-Form Blog (1500-200 words
3 SEO Optimized Blogs (1-2k words)
4 Engaging Newsletters
4 Social BlurbsOngoing Retainer- $2,100 per month
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Email Blast Package
PRICE- $2,950 for the first month
Best for those trying to grow their email list and to automate onboarding.
Includes:
Opt-In tool for email capture
5-part email sequence
A Landing Page that Converts
2 SEO-Optimized Blog Posts
1 Engaging Newsletter
4 Social BlurbsOngoing Retainer- $1,050 per month
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Website UX Package
PRICE- Starting at $3,000
Best for those wanting a full website re-brand or are needing minor edits/improvements.
Includes:
A Brand Voice Guide
5 Pages of Web CopyDon’t need a full re-brand? Website Copy Edits are available for as little as $450.
A la Carte Services
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SEO-Optimized Blog Posts/Articles
PRICE- Starting at $300
Educational Content
How-to Guides
”Top 10” Lists -
eNewsletters
PRICE- Starting at $175
Consistent Themes
Entertaining and Engaging
Personalized to your firm
Timely Market Updates -
Website Copy
PRICE- Starting at $450
SEO Audits
Landing Pages
Email Opt-ins
Email Sequences -
White Papers
PRICE- Starting at $4,000
Thought Leadership
Technical Explainers
Market Research
Case Study/Problem-Solving -
Sales Copy
PRICE- Custom Pricing
Webinar Outlines/Scripts
Sales Collateral Copy
Product/Service Descriptions
Company Bios -
Social Media Blurbs
PRICE- Starting at $75 each ($300 Minimum)
Video Scripts
Blog Post Announcements
Event Announcements
Portfolio
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![Image of Freelancer's guide to Fall Tax Planning- Featuring Text and photo of Ron from Parks and Recreation]()
How-To Blog Post
This piece was written for the personal blog of another expert finance copywriter. The tone is fun, informative, and comical.
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![Image of Non-Profit Social Media Blast featuring text and a photo of Roland Schitt from Schitt's Creek.]()
Non-Profit Social Media Blast
This piece was written for a non-profit that wanted to highlight Amazon Smile for easy fundraising.
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![Image of Realtor's eNewsletter featuring a photo from Lonely Island's "I'm on a Boat" song]()
Realtor's eNewsletter
This is a sample of a fun and engaging weekly eNewletter written for a realtor in the Mobile Bay area.
FAQ
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I LOVE writing about a variety of finance topics. As a CFP(R) Professional, I can write about most topics related to personal finance. This includes taxes, insurance, banking, real estate, financial and estate planning, equity compensation, budgeting, you name it!
I also have extensive experience in retirement plan consulting. I worked as an institutional advisor for the largest privately owned commercial insurance company in the world. During that time I advised mid-market companies and private equity firms on everything from M&A, to plan governance related to Qualified Plans: 401ks, 403bs, 457 plans.
Finally, I have a deep understanding of bank and credit union operations, so I enjoy writing about loan strategies, underwriting, and the benefits depository institutions can offer clients.
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Yes. In order to protect our team's capacity and ensure we're giving you top value, we currently have a minimum project amount of $600 dollars.
This can be met in any number of ways: 2 blogs per month, 5 email sequences, Email Opt-in, etc. We are flexible on how we reach the minimum dollar amount.
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Quality is incredibly important to us. Therefore, we strive to get all projects to you well in advance of any deadlines you need to meet for the copy. If we are working together on a consistent basis, we will find a suitable cadence that is consistent and predictable.
Generally speaking, our minimal leadtimes are as follows:
- 1 Week Minimum: SEO Optimized Blogs, Client Newsletters, and Social Media Blurbs
- 2 Week Minimum: Website Copy, Landing Pages, Email Sequences
- 1 Month Minimum: White Papers, Webinars, or any other project requiring significant time for research and development.
Our work includes two rounds of edits on most projects. Depending on the project, we ask that you allow a minimum of 2 business days for any additional edits.
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We understand that sometimes things come up and you need something very quickly. In these circumstances, we will do our very best to ensure we give you the quickest turnaround without sacrificing quality.
In many cases, we charge extra for expedited requests.
The Process
Step one- Discovery Call
Book your 30 minute discovery call. During this call we’ll discuss your goals and determine whether or not we’ll be a good fit for your project. We will also answer any questions you might have on process, timing, etc. If all sounds good, we will send you an email proposal and confirm next steps and timing.
Step two- Test Project
If all goes, well we will start our first test project together. We’ll decide together what our first project together will include. You’ll get an invoice for the first half of our project and we will get started as soon as that invoice is paid. Once we are finished, you will pay the second half of the invoice upon completion.
Step three- Hire Us For Ongoing Work
Happy with how things are going? Great! Once the test project is complete, we will agree upon ongoing work together including cadences of content, consolidated delivery times, and any additional bundled work you’d like to include moving forward.
Ready To Get Started?
Do you think you’re ready to hire an expert financial copywriter?
Please complete this form and we will get back with you within 2 business days!
We’re excited to hear more about your business!!
Book an appointment.
You’re ready to move forward?
Great! Book an appointment for a 30 minute discovery call. During our time together, we’ll discuss your needs and goals. We’ll also answer any questions you might have before we get started!
To make sure we are laser focused in our 30 minutes together, please fill out the form above before booking.