Esencia Wealth
A Handbook That Talks Like We Do
The Objective
Esencia Wealth is committed to providing financial advice for life and wanted to reflect that same care internally. As the team continued to grow, there was a clear need for a people-first resource that would:
Capture Esencia’s unique tone of voice and purpose
Clearly outline HR policies and expectations
Help new and existing team members feel supported, aligned, and engaged
The Solution
We developed a comprehensive Employee Guidelines, Human Resource Policy and Procedures Manual, designed to inform, empower, and connect.
A Voice That Sounds Like Esencia - the entire manual was written in Esencia’s unique tone - clear, approachable, and human so that it never reads like cold corporate policy.
Guidelines with Purpose - we translated complex HR requirements into practical, real-world guidance ensuring clarity without sacrificing warmth.
Support by Design - visually, we used Esencia’s brand style to create a cohesive, welcoming document that employees actually want to open and use.
The Result
The final manual strikes a balance between professionalism and empathy - something most HR documents miss.
Culture-First, Policy-Smart - the manual reinforces Esencia’s values while ensuring compliance and consistency across the business.
Engagement from Day One - it’s now a key part of the onboarding process, helping new team members feel confident and connected from the start.
A Foundation for Growth - clear policies now support better decision-making and stronger culture as the business continues to evolve.
Let’s create something incredible.
Your brand has a story to tell, and your culture brings it to life. At Dovetail, we align these elements to create something meaningful—something that connects, inspires, and drives real growth - we’re here to bring your vision to life.