Removing Barriers and Designing New Services to Empower End-of-Life Financial Planning

People don’t want to think about the end of their lives, and therefore often have difficulty planning ahead financially. IA helped Schwab understand the needs and barriers of setting and achieving long-term financial goals — and created a system of tools and methods to enable people take action, fulfilling both investor and financial planner needs. IA’s deliverables included investor personas, frameworks for new financial products, planing tools for consumers, and guidelines for advisors.