Challenge
A platform in pieces
The client had several early concepts and APIs, but no unified experience for financial advisors to run goals-based planning exercises with their clients. The challenge was to develop these disparate tools into one unified direction—with an advisor-centric workflow and a design system to hold it together.
Work & Outcomes
Concept to MVP
I directed designers and researchers from the earliest product conversations through MVP launch and into ongoing iteration, with some hands-on design work in the middle phases. Building on a design system we’d developed for the same client, we established a clear advisor-centric workflow and tested concepts directly with financial advisors throughout.
- Advisor Console — a client management hub showing plan status, goals, and probability of success at a glance
- Client Profile wizard — a guided flow for entering client information, relationships, funding sources, and risk tolerance
- Goals builder — a visual, modular interface for setting retirement, home purchase, education, and custom goals
- Plan Review — a shareable, print-ready view combining plan details, portfolio composition, and probability modeling