Telling a story with data

The Financial Wellness Score is provided for every generated financial plan for a client. However, financial planners wanted a score for the client’s current state without a plan, to benchmark the client’s value for sticking to a plan. This project was the solution to resolve that need.

Mentorship for high school interns

Teamed up with a co-worker to help introduce UX and UI to five talented high school students completing an internship with the #builtbygirls #girlswhocode front-end developer program. My engagement with Builtbygirls has continued since then as a mentor.

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