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Investment Wizard

Investment Wizard

Hannah was the information architect and worked along side the creative director, research analyst, and graphic designer. The goal for this project was to design an investment wizard for the beginner, intermediate, and advanced user that provided a tool that organizes visual data to help the user in making investment choices. 


Prototype URL :

Screen Shot 2016-02-16 at 9.48.35 AM.png


Choose for me is the path you take as a beginner user who is looking for a retirement fund but is not to sure what kind exactly. It will guide the user through choosing their investment chose just by selecting the default fund.

Screen Shot 2016-02-16 at 9.48.41 AM.png

FLOW 2. Help Me Choose

Help me choose is the path you would choose as an intermediate user that is looking to choose specific funds by a certain investment style of their choosing. The wizard will take the user step by step through each approach before reviewing an confirming their investment choice.

FLOW 3. Choose My Own

Choose my own is the path you would take as an advanced user that is looking for no help and knows the exact funds they want. There is barely any guidance through the choose my own path.


FLOW 4. Brokerage Fund

If you choose to do a multiple plan the Brokerage Fund will be under the menu "Other".