Leveling Up Personal Finance

Research, Information Architecture, Design

New Log in screen




Personas & User Study

Design Guidelines


Collaborating with Be Brilliant we set out to update the look and feel of the Saas product.

Stakeholder Interviews - Through the stakeholder interviews a more pressing goal came up which was to simplify the user flow.

Notebook Sketches

Sketches - Starting with hand sketches to quickly come up with several ideas.

One of the user flows

User Flow - Expanding on the sketches I mapped out a few scenerios

Simplified Menu Map

Menu Map - Created a new simplified menu based off of a simplified user flow

Wireframes - New screens on top

Wireframes - Created wireframes from the flow and menu map

Web Style Guide

Design - Created new look

Currently under development

Final Product

Key Takeaways