Turning Financial Anxiety into Actionable Planning
Financial Preparedness Calculator
Financial planning is often complex, overwhelming, and delayed especially for users who don’t actively track their finances.
My Role
UI/UX Designer — (End-to-end ownership of layout, information structure, visual hierarchy, and responsive design)
Platforms
Android / IOS
Project Type
Insurtech — Guided Experience (Wizard-based flow)
Project Overview
I designed a guided financial planning journey that translates user intent into structured goal-based investment recommendations, but the experience can be elevated by introducing real-time feedback loops, trust-building transparency, and progressive disclosure of insights.