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Coda Financial Group

general positioning, web content, direct mail

Coda Financial Group N.C. is a financial services firm located in Raleigh, N.C., the first mainland office of Honolulu-based Coda Financial Group. I helped differentiate Coda from competitors with messaging that compared financial vehicles to pieces of a puzzle, arguing that sound financial planning is focused more on the final picture than the pieces. Coda liked my work so much that the corporate office in Honolulu adopted my copy for their Web site as well.


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