LifeArc Plan

WIREFRAMES // UX/UI DESIGN // WEB DESIGN

I helped LifeArc Plan refresh its UX to automate the process of client information gathering more efficiently. With LifeArc Plan CPAs, Financial Advisors, and Attorneys can understand their clients’ concerns better, schedule appointments, and communicate directly on exact pain points, reducing delays in their pipeline. The product archives client information safely, giving all users a portal to access the information they need at any time without having to hop on a phone call relay.

LifeArcs users were mostly more mature with financial planning but not all comfortable with technology. With this in mind, we created every screen to be as simple to understand visually, not cluttering with unnecessary imagery, and not overwhelming the user with too much information at once. The goal was to show exactly what the user needed to see on every page and walk them through the streamlined process. Taking an original experience of phone calls, emails, and endless pdf forms and turning it into an enjoyable process of securing one’s future.