Financial Communication & Onboarding System

Creating a visual communication system for complex financial strategies.

Designed a visual communication system for 360 Financial Planning Group, creating three 6–8-page financial strategy and educational documents for client onboarding and advisory meetings.

Rather than treating each document as a standalone presentation, I developed a reusable visual language across the series, including custom icons, diagrams, charts, typography, color, and modular page layouts.

The result is a more cohesive client experience that makes complex financial strategies easier to understand and discuss.

I translated 360 Financial Planning Group's comprehensive wealth strategy into a visual framework of six interconnected pillars—making complex financial services easier to understand, navigate, and discuss during client conversations.

I extended the visual system into digital UI explorations to demonstrate how the same communication framework could scale beyond the original financial education documents.

A cohesive icon system was developed to translate complex financial concepts into recognizable visual cues across documents and digital applications.

The six-pillar framework was translated into modular content cards, creating a clearer path for clients to explore the areas of financial planning most relevant to their goals.

I explored the CTA as a reusable component, testing the brand palette across different backgrounds and contrast conditions while maintaining a consistent hierarchy and interaction pattern.

The same visual language can extend beyond financial education documents into a digital client experience—bringing together the information architecture, iconography, content modules, navigation, and calls to action into a cohesive interface.