Financial Roadmap

Made long-term financial progress easy to visualize (+$120K revenue impact)

Users struggled to understand how their financial decisions today impacted their long-term goals. I designed a visual roadmap that made progress, tradeoffs, and milestones easy to understand and adjust over time.

Users had long term financial goals, but no clear way to see how they connected over time.

Without a clear view of progress or tradeoffs based on their monthly spending, it was difficult to stay motivated or make informed decisions about where to focus.

I designed a visual planning experience that connected financial goals into a single, trackable timeline.

Introduced a roadmap view to visualize progress over time

Connected goals, milestones, and timelines into a single system

Made tradeoffs visible so users could adjust priorities

Designed for flexibility as plans changed

Focused on a timeline-based visualization instead of static lists

Simplified complex financial data into a clear, scannable structure

Prioritized clarity over precision to keep the experience approachable

Designed for quick adjustments so users could explore different scenarios

Early versions were too dense, so I simplified the layout and hierarchy to improve clarity

Balancing clarity with complex financial data required simplifying what was shown without losing meaning. Some edge cases and deeper modeling were deferred to keep the experience usable and performant.

Users could clearly see how their financial decisions impacted long-term outcomes, making it easier to stay engaged and adjust plans over time. This contributed to a $120K increase in revenue.

Future improvements could include deeper scenario modeling and more personalized recommendations based on user behavior.