ENVISION

Envision is an interactive and educational experience for young adults to responsibly plan for their financial future. Through expert interviews, competitive analyses, and UX research, I designed the browser-based goal-setting and educational tool. Unlike traditional financial planning assistants, this experience excludes concrete monetary values; allowing users to center their financial future around what is truly important to them.

SCOPE

UI/UX Design
Identity Design

ROLE

UI/UX Designer

YEAR

Present

YEAR

2024

prioritizing personal valueS over monetary figures

Creating a Goal

THE
CHALLENGE

Develop a tool that helps young adults evaluate and prepare for their financial future. Conduct a market analysis of existing tools and user research to identify a potential way to alleviate (some of) the stress associated with financial planning.

RESEARCH

Initially, three interviews were conducted with people of varying levels of financial expertise to understand what existing tools are most helpful to them. Then, I created a brief risk management activity to understand what kind of goals young adults create and how they reevaluate them.

How might we educate students about financial planning and risk management while helping visualize their goals?

IDEATION

I began exploring potential purposes of the financial planning tool through storyboarding, user interviews, and more. Ultimately, I decided that my tool was to be a one-off experience that initially separates personal goals from monetary boundaries.

DESIGN

The tool's purpose breaks traditional financial planning norms and encourages deep personal introspection. This led me to create a simple, comforting user interface and visual aesthetic.

UI Research

Mood Board

Paper Prototypes

USER TESTING

At each stage of the experience's development, the wireframes were tested by potential users. I learned how difficult it is to ideate goals with specified time spans. Therefore, I built in time for brainstorming and provided as many suggestions as possible to inspire deeper thought.

THE
OUTCOME

A prototype of the Envision experience using real goals created by young adults during the research phase. After further user testing, I would like to develop this into a free website to allow open access to the tool for my peers.

Final Vision