A plan for caregivers’ peace of mind.
When Joel and Debbie Pearlman’s daughter, Danielle, was diagnosed with autism at just 18 months old, their world shifted. And as Dani grew, so did the complexity of her needs. Like many parents of children with disabilities, Joel and Debbie carried a constant fear: What happens to Dani if something happens to us? They began documenting every detail of Dani’s life, like her routines, preferences, medications and doctor information, in scattered Word files. But the documents quickly became outdated and hard to manage.
Joel imagined something better: an online platform where families and caregivers could organize and store everything in one secure location. He asked Brogan & Partners to help bring that idea to life.
Logo and brand design:
Our team created multiple logo concepts, refining until we reached the winning design. Clean, meaningful and memorable. From there, we built out the brand foundation, including homepage designs, font selections and a cohesive color palette.
We collaborated closely with the technology developers to ensure that brand, usability and accessibility guided every decision, establishing a consistent and intuitive user experience.
In late 2023, the Dani Plan officially launched.
Bringing peace of mind to new audiences.
As the platform gained traction, we recognized opportunities to support additional communities. In 2025, the Dani Plan suite expanded with two new offerings:
Dani Plan Aging
Designed for aging adults and their caregivers, this product supports families as they organize medical information, care instructions, financial details and long‑term planning documents.
Dani Plan Life
A secure, personal hub where individuals can store everything from insurance policies and legal documents to passwords and emergency information.
These additions broadened the Dani Plan ecosystem while staying true to its mission: to give people peace of mind through organization, clarity and continuity of care.
How we keep Dani Plan moving forward.
As their marketing partner, our team is responsible for continued Dani Plan brand development and all communications, including:
Strategic email marketing: Development, execution and optimization of member and prospect email cadences
Webinar marketing and promotion: End-to-end promotional support, including email invitations, social media assets and registration landing pages
Trade show and event marketing: Creation of branded event materials, including signage, tablecloths, flyers and handouts
Landing page strategy, design, and optimization: Creation of campaign-specific landing pages
Social media strategy and management: Content planning, copywriting and graphic design for Stories, Reels and in-feed posts, plus community management, audience engagement and ongoing channel growth
Google Search advertising (SEM): Campaign strategy, audience targeting, keyword management, ad creation, performance monitoring and optimization
2,000+
annual plans sold
A growing ecosystem of professionals promoting
Dani Plan
as a trusted tool for future planning
Partnerships with
75+
nonprofit organizations nationwide
Already, Dani Plan has brought greater peace of mind and confidence to hundreds of overwhelmed caregivers, freeing them to enjoy time with the ones they love.