Nested Funds
MY ROLE: UI / UX Designer DURATION: 3 weeks PLATFORM: Web App
Nested Funds provides customers with a clear financial picture of their parents' future, and empowers them to make data-driven decisions to increase their parents’ quality of life while lowering costs.
-
NestedFunds is a startup aimed at helping families gain a clear financial understanding of their parents' future. We focus on designing a web app from scratch to provide actionable insights, empowering users to improve their parents' quality of life while managing costs effectively.
-
I led a team of three UX/UI designers, overseeing the design and execution of the web app. During the ideation phase, I collaborated with my team to facilitate research, wireframing, and prototyping, ensuring an intuitive and user-friendly financial planning experience
-
Families often struggle with financial uncertainty when planning for their parents’ future. Without clear tools to visualize costs and resources, they face stress and difficulty making informed decisions about long-term care and quality of life in retirement.
-
To design a web app that helps families input personal details about their parents and receive actionable financial insights, enabling informed, cost-effective decisions that enhance their parents’ quality of life.
Currently In Progress
Secondary Research
Our primary demographic is Millennials, so we researched to identify the key aspects of financial tools that resonate with them. Millennials value a playful yet straightforward interface—visually engaging designs while simplifying complex information into easily digestible formats.
We also explored Millennials' perceptions of the elderly. This generation holds great respect for seniors who remain authentic and continue to pursue their goals at any stage of life. They see older adults as individuals full of vitality and admire their perseverance.
User Research
Our primary users are Millennials, particularly first- and second-generation Americans, whose knowledge of retirement in the U.S. is primarily self-taught or learned without formal guidance. A survey revealed the following:
Of Users’ families do not have a retirement plan
Health concerns were a significant theme. Users worried about their parents' well-being due to chronic illnesses or decades of laborious work.
Of users want to guide their parents’ retirement planning
In addition to a lack of knowledge, elderly parents face other user pain points.
Deeper conversations are often hindered by pride (parents feeling they should know more) and fear of the unknown.
Other concerns include adult children inheriting debt, facing unexpected expenses, and eventually taking on the responsibility of managing their parents' finances
Developing the Persona
Based on user research—including surveys, interviews, affinity mapping, and empathy mapping—we developed a persona to ensure user needs remain at the center of our design process. You can explore our UX research in more detail by clicking here.
We created a persona, Alejandro, to represent most of our users. As a first-generation American, he taught himself about finances and government assistance. Alejandro is concerned about his parents, who have labor-intensive jobs, but he’s unsure how to help them. Additionally, when trying to share financial information with his family, he struggles because most of it is in English, which they find difficult to understand. Below you can see the emotional journey the user went through.
