AI financial planning product
PlanwellAI-assisted financial planning, made approachable.
An AI financial advisor project connecting a complex subject with a clear product experience.
Engineering contributor to the Planwell project.
Public website captureA look at the public Planwell experience.
01 / WHY THIS PROJECT
The problem worth solving.
Financial planning brings several connected goals into one conversation: retirement, a home purchase, education and changes in day-to-day expenses. Planwell presents an AI financial advisor experience around those decisions. Its public product introduction explains the goals and lets visitors explore the kinds of scenarios the application addresses.
02 / THE APPROACH
Making the experience clear.
The public Planwell experience introduces retirement planning, home affordability, college savings and what-if scenarios. The interface combines goal-based entry points with a visual preview of financial plans. This overview focuses on the visible product experience; detailed engineering notes will be added alongside the confirmed implementation scope.
Connected planning goals
The public product presents retirement, home affordability and college savings alongside what-if scenario exploration.
03 / THE OUTCOME
What the work delivered.
A product experience presenting connected planning goals and scenario exploration. The fresh public preview shows the product’s introduction; quantified outcomes are not published.