Present Investment

Student Financial Management Tool

Present Investment is a financial management device designed to begin the journey of financial freedom for students ages 17-22 in a low-stress environment with “positive friction”.

Duration

4 Months

Role

Product Designer (Research, Sketching, Prototyping, User Testing, 3D modeling)

Tools

Figma

Rhino

Procreate

Adobe Photoshop

Adobe Illustrator

“Looking Forward” feature on the Present Investment App

Problem

Money and finance are made out to be secretive, daunting, and difficult to understand with a steep learning curve. Young adults are made out to be financially reckless and aren’t welcomed in spaces meant for financial planning. How are they supposed to form a solid foundation for financial management and attain the lifestyle they envision for themselves?

Key Insights

Current products downplay the effort it takes to get the desired results

Though grandparents contribute most to early financial planning, students prefer doing it alone

“It’s boring": #1 reason given for a lack of interest in financial literacy

Solution

Benefit 1

Benefit 3

Benefit 2

Benefit 4

Process

01

Round 1 of ideation began with a broad scope, not limiting myself to the size or product category of the device. My ideas ranged from UV shoes to money chairs to falling sand bags around the living room and everything in between.

Inspiration

02

Round 1 of ideation began with a broad scope, not limiting myself to the size or product category of the device. My ideas ranged from UV shoes to money chairs to falling sand bags around the living room and everything in between.

Ideation: Round 1

What’s She Working On?

Euphisfish.

How can I create an artifact that the majority of its viewers see as beautiful?

 
 

Koazzy

How can we aid those 65 and over in conducting their “Activities of Daily Living” (ADL) or “Instrumental Activities of Daily Living” (IADLs) needed to live independently in a community?

Present Investment.

How can I create a product that advances financial goal setting and money management for people ages 17-22 so they can benefit from the mental and emotional security that comes with it?