Projects.
About.
Others.
Rocket Money
This project was developed as an inspiration for a joint finance collaboration tool within the existing money management app, Rocket Money, to bridge the gap in modern lifestyle needs—supporting people in building their dreams together through a collaborative financial journey.
Project.
Passion Project
Adding Feature
June - Aug 2023
Role.
Product Design
User Research
Prototyping
User Testing
Tools.
Figma
Adobe CC
Maze
Background
The past few years have been an emotional and financial rollercoaster for many of us.
With economic uncertainty and a looming recession, many people are feeling less optimistic about their financial futures. Nearly 60% of couples say financial stress has added strain to their relationships.
Getting to know users
Money talk isn’t simple for everyone.
Many Avoid discussing finances with their partners or families.
Conversations with couples and families have shown me how money shapes relationships. It’s not just about numbers—it’s about trust, communication, and a shared vision. Without open communication about money, aligning on shared goals becomes much harder.
Overview
Despite economical challenges, achieving
modern financial goals requires teamwork.
Exisitng financial tools haven’t kept up with the complexities of modern life, leaving couples and families without easy ways to manage shared goals like buying a home, starting a business, or a vaction trip.
Project Goal
Making money conversations easier, so people can build a better future together!
Collab App bridges the gap in money planning for couples and families by simplifying goal-setting and removing intimidation, while respecting privacy and allowing individuals to share only what they’re comfortable with.
How do we turn intimidating money talk into opportunitie
that strengthen relationship and support shared goals?
Objectives.
What if managing finances together
doesn’t mean giving up your autonomy? ☺
Let's Team Up on Money:
Turn shared goals
into epic wins!
Take control of shared finances with ease, fostering collaboration, trust, and confidence—
so you can achieve more, faster- Together.
Share only what you're comfortable with :)
Lets use Collab
to track progress!
I'm so excited!!
Whoaaa
Puppy Fund?!
Wesley Invite you to
join Puppy Bucket!
OK!
Personal Privacy matters? Agreed.
Set specific date ranges for sharing or simply select for"monitor only" option till you're ready to share mroe.
Turn aspirational
goals to reality!
Discover fun way to collaborate on goals and tackle together with an easy-to-use tracking system.
Shared dreams?
Make it happen
Perfect!
Let's aim for $2000
Latte Factor.
Even small amounts of savings goes a long way! Try out "Rainy Day Fund" to build up savings. A simple way to make saving a habit
Skipping dessert for puppie!
Skipping coffee for me.