In this project, I wanted to design an app that allows the user to invest in their retirement with ease. It was important for me to focus on breaking down information into bite-size, delightful pieces. I conducted a comparative and competitive analysis to gain insight into the retirement app market. Upon researching, it became clear to me that I needed an onboarding screener to help navigate the user, and I realized that I needed to have a profile page to house the user’s retirement investment portfolio.

1. Research retirement investment apps

2. Conduct contextual inquiries
   (retirement investment representatives and investment app users)

3. Understand interest rates - BPS (basis points)

1. Create with clarity and minimalism

2. Design with research and intention

3. Ideate branding and style for a delightful experience

Persona

Sketches and Wireframes