Challenge
Users were confronting high-stakes planning decisions through dense interfaces that obscured priorities and next steps.
Featured Case Lens
Explore how I framed the problem, prioritized decisions, and measured confidence in the final UX direction.
Problem Space
Retirement users needed clear guidance moments, but legacy flows made priorities hard to parse.
Challenge
Users were confronting high-stakes planning decisions through dense interfaces that obscured priorities and next steps.
Approach
I translated complex requirements into clearer decision paths, progressive disclosure patterns, and prototype-tested guidance moments.
Outcome
The updated experience improved decision confidence, reduced ambiguity in core flows, and better supported long-term planning behaviors.
Interactive Example
Slide to compare this project against a prior-state visual reference. This module demonstrates how Jesse presents UX impact in a narrative format stakeholders can absorb quickly.
Extended Narrative
Retirement planning is emotionally and financially high-stakes. The existing experience surfaced complexity too early, which made it harder for users to identify next steps with confidence.
I translated business and compliance constraints into decision-friendly paths, then validated flows through prototype-based walkthroughs with stakeholders.
The updated direction made planning steps easier to understand and reduced ambiguity across core retirement workflows.
Execution Timeline
Clarify goals, stakeholder constraints, and user priorities through focused workshops.
Create journey flows, wireframes, and information structure that reduce decision friction.
Iterate prototypes with feedback loops to improve usability and confidence before build.
Support implementation and QA so the final experience preserves intent and quality.
Next Case Story
I modernized Aaron's: Rent to Own - POS System Design with enterprise-grade UX patterns that improve discoverability, flow efficiency, and cross-team alignment.