Project Overview

A financial coaching organization was struggling to oversee coaches and guide families through a complex process.
I helped them design a software platform that made coaching clear, structured, and easier for families to follow, while giving coaches and the organization full oversight.

My Role:
I was the lead UX design working with the development team to ensure that the software would be easy and intuitive to use and address the organization's needs in the best way.

Coach Dashboard

Client Oversight

Educational content

Client budgeting tool

The Problem

• No centralized way to monitor multiple coaches and clients

• Coaching process inconsistent across staff

• Families found it hard to stick to financial principles and maintain budgets

• Manual tracking reduced long-term success

The Solution

I worked with the organization’s development team to create a platform that simplified the coaching process for both coaches and families.

Coaches & Organization

• Central dashboard to track all coaches and client progress

• Consistent coaching framework for every session

• Clear visibility into each family’s status

Families

• Step-by-step guidance through the financial coaching journey

• Practical financial tools for planning, tracking, and maintaining budgets

• Clear instructions and reminders to help sustain habits

Outcome

• Centralized coach and client oversight

• Consistent coaching experience organization-wide

• Families better able to understand and maintain financial habits

• Transformed abstract principles into actionable, sustainable tools