Life Plan Checklist

Balancing usability, design systems, and accessibility

One of Life Plan’s core pillars is to provide ongoing guidance to help clients better manage, track, and complete their financial goals. Checklist is a feature that provides actionable next steps, personalized according to where clients are in their own financial journey.

Platform

iOS, Android, responsive web

Year

2024 Q1

Team

1 project lead, 2 designers, 1 content strategist

My role

  • Iterate on visual and interaction designs of the checklist flow while incorporating feedback from across the design org

  • Meet with accessibility team and design system team for design feedback and approval

  • Create happy path prototype for tech walkthrough and leadership presentation

  • Collaborate with tech partners for asset hand off, Q&A, and design audit

To learn more details about this work, please contact me.