We are aiming to help people optimize their tax liabilities through better personal finance planning. By having a Tax Strategy for your life, including a Retirement Plan our clients will be able to better save for a child’s education fund or for their own retirement. We see success as making Tax Strategies Easier to Understand for Consumers by delivering a UI Design with phenomenal UX integrated into our existing Savi Finance Platform: https://forecasting.financesavi.com/ . We have developers ready on standby to help prototype ideas or implement the final solution based on the team’s direction.

Goals

• Simplify Tax Strategy Creation for Consumers so they can do this on their own without an expensive financial advisor.
• Clearly showcase Tax Owning Liability for the Current Tax Year

Milestone

Review requirements and existing designs- Familiarize themselves with the existing product to understand the requirements, design work, and feedback that already exists, and to identify gaps to be filled in the next stage.

1. Identify the Scope of Tax Strategy Planning you want to take & Complete a Competitive Analysis (Conquest Planning, NAVI Plan, Talk to a Financial Advisor, Etc)
2. Basic Tax Liabilities, Retirement Tax Planning, Payroll Taxes, Business 2 Personal Tax Strategies
3. Create a User Journey Flow & Rough Mock of the Experience
4. Create a Final Draft of the Design
5. Iterate on the Final Draft based on User Feedback

Finalize - Handoff all deliverables and findings in a package that allows for your work to be easily understood and incorporated into future projects.

Timeline

• No Strict Dates but ideally the project is completed within 4 weeks of the Start Date so it doesn’t run on too long. We are open to accommodating both shorter and longer durations up to 8 weeks.
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