Voya Financial - Retirement Experience

Lead UX Designer & Consultant

Voya Financial - Retirement Experience

I redesigned retirement planning experiences to make complex financial decisions feel approachable, actionable, and trustworthy.

User ExperienceDesignWireframesPrototype

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

Before/After Experience Comparison

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.

Before design state
After design state
BeforeAfter

Extended Narrative

Voya Retirement Experience

Context

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.

What I Solved For

  • Clearer guidance moments at key decision points.
  • Progressive disclosure for dense planning content.
  • Better hierarchy for account actions and planning workflows.
  • Interaction patterns that balance trust, clarity, and momentum.

UX Approach

I translated business and compliance constraints into decision-friendly paths, then validated flows through prototype-based walkthroughs with stakeholders.

Outcome

The updated direction made planning steps easier to understand and reduced ambiguity across core retirement workflows.

Execution Timeline

Design Delivery Story

1. Align

Clarify goals, stakeholder constraints, and user priorities through focused workshops.

2. Model

Create journey flows, wireframes, and information structure that reduce decision friction.

3. Validate

Iterate prototypes with feedback loops to improve usability and confidence before build.

4. Ship

Support implementation and QA so the final experience preserves intent and quality.

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