Personal Finance Tax Optimization for Springboard's UI/UX Course
Project scope
Categories
No categories selectedSkills
No skills listedWe 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.
- 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)
- Basic Tax Liabilities, Retirement Tax Planning, Payroll Taxes, Business 2 Personal Tax Strategies
- Create a User Journey Flow & Rough Mock of the Experience
- Create a Final Draft of the Design
- 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.
About the company
Track & Optimize all your finances and automate planning through forecasting for the future for significant purchases such as your dream home, car or vacation.
Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.
Now with Social Insights & Guilt-Free Spend Limits!
With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life.