Financial Planning Product Design
Financial Planning Product Design

Project Details
This financial services organization faced a difficult challenge in designing a retirement planning product that could educate clients about the relationships between retirement age, investment strategy and lifestyle in retirement.
My role as UX Designer/Researcher and Web Application Director enabled me to craft the user experience based on interviews and usability testing, while also shaping the product functionality from a UI development perspective.
UX Design Process
1) Mental Map

2) Wireframes

3) Prototypes

4) Usability Testing
