Meridian Planning, the advisor SaaS shipped in 6 days
From first conversation to live product in six days: a full advisor platform with CRM, 10 planning modules, PWA install, SEO, and a public marketing site at meridianplanning.app, built with 45+ year industry veteran Sharon Griffin.
The problem
Independent financial advisors juggle CRMs, retirement planners, tax tools, estate diagrams, and client presentations across half a dozen disconnected products. Sharon Griffin, 45+ years in financial services, wanted one unified workspace built for how advisors actually work.
What was built
Pair deep advisor domain expertise with rapid product execution. Lock the data model and design system day one, then ship the CRM, planning modules, PWA, SEO, and marketing site in tight daily phases. Price as SaaS with a Founding Member offer to validate demand at launch.
Verifiable result or evidence
Meridian Planning went live at meridianplanning.app in six days with a full CRM, 10 planning modules, installable PWA, SEO infrastructure, and three-tier pricing. 18 of 25 Founding Member spots were claimed within hours of launch.