Retirement Checkup:The Retirement Checkup acts as an approachable entry point into a complex process. Instead of requiring users to fill out lengthy forms, we designed a light-touch assessment that asks only the most essential questions. Responses feed directly into the dashboard, giving users real-time feedback on whether they are “on track” for their retirement goals. Status indicators (green, yellow, red) provide clear visual cues, reducing anxiety and making progress easy to understand at a glance.Retirement Checklist:Planning for retirement often feels overwhelming because there are too many variables to consider at once. To solve this, we introduced a personalized checklist that breaks the process down into manageable, actionable steps. Each task is prioritized by urgency (e.g., “urgent,” “important,” “keep in mind”), helping users know what to do first. The checklist adapts based on user input, creating a sense of progress and motivation as items are completed.
Interactive Infographic and DashboardNumbers alone can feel abstract so we created interactive visualizations to help users connect emotionally with their financial picture. These infographics display projected savings, income, and lifestyle scenarios over time. Users can explore “what if” situations, such as delaying retirement by a few years or adjusting income expectations and instantly see the trade-offs in a clear, visual format . This transforms intimidating financial data into tangible, relatable insights and actionable steps a user can take to achieve their financial goals.
Guided Updates Retirement planning isn’t static—it’s a long journey shaped by changing goals, income, lifestyle shifts, and market conditions. To address this, we designed Guided Updates as an extension of the Retirement Checkup, allowing users to revisit and refine their plan at any time. The deeper Retirement Checkup accessible from the Dashboard asks more detailed questions beyond the initial light assessment. Users can input factors such as, income types, savings and investments mix, anticipated expenses and more, allowing for more personalized recommendations and insights Vanguard can provide.