Setting goals and assessing risk.
At Fidelity, I led the design strategy for a first-of-its-kind initiative aimed at empowering high-net-worth clients to set personalized investment goals directly within the digital experience. This project marked a significant shift for the organization—introducing greater customization and control to support a more tailored, white-glove offering. By redefining how clients interact with their financial goals, we opened the door to deeper engagement and laid the foundation for future enhancements in customer-driven wealth planning.
UNDERSTANDING RETIREMENT
Risk is a factor that is different for everyone, assessing what it means and enabling customers to define it for themselves places the control back back in their hands.
TESTING MEANINGFUL OUTPUTS
Once a plan is created based on their inputs, we tested expectations of outputs for someone to make meaningful decisions.
