Thrivent Financial is reimagining ways to help people plan for retirement. They want to offer free planning tools that help people understand, plan, invest and save for retirement. I lead UX design efforts in concepting and prototyping new planning tools. Our approach was to create a tool asking users a minimal set of questions to generate a basic retirement plan with tools and services to help customers continually improve their plan overtime.
Below are samples of visuals, wireframes and user flows.