Project: Goal creation flow for NerdWallet's new product.
The problem: Most people have a vague idea of the financial goals they want to reach. But more often than not, they aren't quite sure what steps to take to reach those goals, whether or not they've reached their goal, or if changes they make actually impact their finances.
The objective: Introduce NerdWallet as not just a place where you can see your entire financial picture, but as a tool that will help you identify savings and reach your goals with confidence.
But more specifically, this flow walks the user through setting up a retirement goal. The main challenges were giving the user an understanding of where their savings are at currently, and to let them explore how small changes would impact their future.
Oh yeah. And don't make it too long or confusing or intimidating. Go!