Kelly Renick's profile

NerdWallet goal creation flow

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!
initial account creation 
initial account creation 
initial account creation 
goal selection
goal selection
interstital
goal introduction
goal setup
value props for linking accounts
current financial state
how your contributions change retirement
goal setting / adjusting contributions
yay, you did it.
NerdWallet goal creation flow
Published:

NerdWallet goal creation flow

Published: