Two products. One team. Two releases. Improving internal planning and advice services tools for advisors.
Other work I’ve completed
Lead Designer - Add planning partner
I worked on exploratory designs for authorized plan owner — helping advisors allow clients to plan with planning partners.
Lead Designer - Goal profiling
I was the lead designer helping a team move the goal profiling experience to a new design system — this experience was used to assist advisors in assigning accounts, risk tolerance levels and investment preferences to multiple different goals.
Supporting Designer - Financial planning UX strategy
I was a supporting designer in the UX strategy work to build a more wholistic financial planning experience — this work was being used to help define where we were headed in planning and advice services.