Goal: Create a Financial Planning document that is consumable and engaging for all clients no matter their level of sophistication.
Financial Planning could feel very overwhelming, LearnVest's mission is to make Financial Planning consumable and transparent for those who seek clarity and help with their personal finances.
My initial thought was to make it conversation and relatable, seeing that most traditionally Financial Planning documents look extremely intimidating and confusing. I focused on images, friendly colors, large font sizes and conversational language. I wasn't concerned with document length but rather if the document was layed out and organized in a way that the user could follow through without getting overwhelmed by numbers and intimidated by the advice that was given.