Financial Planner
Financial Planner
Case study
Embedded Files
Project notes
Project notes
Teenagers tend to ask the pivotal question “How is this going to help me in real life?”
Money management is rarely addressed in a classroom
Young adults can become overwhelmed or even frustrated when learning about financial planning
Goals
Goals
Provide information that is easy to consume
Increase user confidence and so they will contact a financial planner
Final mockup
Final mockup
My role
Designer | Researcher | Writer
Designer | Researcher | Writer
Sketches
Content
User research
Wireframes
Prototypes
Usability studies
The process
Iteration
Iteration
Usability study
Content testing
Subject matter experts
Feedback
“I like that it explains how to save money and not completely waste it”
— Ariel L.
Mockups
The results
Unmoderated usability study
Unmoderated usability study
5 participants
Age 18-24
Lacked confidence
“This app is a great way to start planning your finances”
— Mercedes F.
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