Product Design.

As Director of Visual Design at Personal Capital, provided product design for a variety of features. Focusing on the user interface, interaction and visual design, across desktop, tablet and mobile. Below are some key features I have lead the design on…

Retirement Planner

Consistently reviewed as one out of five leaders in the FinTech industry. (Forbes 2015, https://www.forbes.com/sites/robertberger/2015/07/12/5-excellent-retirement-calculators-and-all-are-free/#45ba33ea4d1c). The retirement planner is the flagship tool for Personal capital, that tracks all of your financial wealth toward retirement.

Retirement planner : Onboarding prototype

Retirement planner_Horizontal "Dashboard"

Retirement planner_Horizontal "Income Goals"

Retirement planner_Horizontal "Edit Income Goals"

Retirement planner_Horizontal "Recommendations"

Retirement planner_Vertical "Income Goals"

Retirement planner_Vertical "Edit Income Goals"

Retirement planner_Vertical "Recommendations"

Spending Feature

Visual design exploration in a re-design of the spending/cashflow feature.

Watch Notifications

Created a system of notification icons, messaging and animations to notify the user of certain financial events on the iWatch.

ACCount Transfers

This feature eliminates the paper work of transferring accounts between financial institutions. The goal was to educate and clearly inform the user on where they are at in the process. Making the experience more transparent and seamless, by utilizing bread crumbing navigation and engaging animations.

Account Transfer interaction prototype

DASHBoard exploration

Initial designs for the expanded dock, which highlights all of your accounts. Spearheaded the design for the additional dynamic graph, charts, updated navigation and progress meters.

Dashboard Dock open- "Drop down and edit/add account modal"