Product Case Study —

5 Minute read

Financial Mentorship Platform

Owned the product strategy and design vision for a financial mentorship platform targeted towards millennial women from conception to developer handoff. 


At a glance

There is statistical significance that women are financially less literate than their male counterparts. Mint is an app that allows women to connect with certified financial professionals and coaches to empower them to achieve financial literacy and success.

The problem

Millennial women are disengaged from their finances.

What I Did

Owned the product strategy and design vision.

The Solution

Empowering women to take charge of their finances through personalized financial plans and access to mentors.

What I learned

The importance of seeking feedback verus validation.

Research deep dive


of women of all ages thought men know more about investing and financial planning. *


of women ages 20-34 defer investing and financial planning to spouses. *


of women ages 18-29 are likely to have zero retirement savings. *

The research is shocking. Women can no longer afford to remain uneducated, under invested, or disengaged from their finances.

Talking to millenial women


"I want to connect with women who are 10-15 years older than I am to answer my financial questions about milestones that they have already achieved and to provide me with a blueprint of success. Kind of like a big sister, or a financial fairy godmother!"


Interview insights

Women showed interest in improving their financial literacy but were at a loss of where to begin. The financial space has a wealth of information which makes it overwhelming and difficult to understand. The language used is often complex, convoluted, and full of jargon making it difficult. Women also struggled with taking an active role as they found it easier to defer to a family member or partner for financial advice.

Educated hypothesis

Leverage the familarity of social apps to help women achieve financial success with a financial mentorship platform.

MVP flow

User story

As a new user I want to be able to connect to a financial mentor so that I can receive personalized expert advice on my personal financial goals.


Schedule a 1:1 session with a financial mentor.


Rapid ideation

Using quick paper sketches to ideate and iterate on different design solutions. I used an amalgamation of different parts from each sketch to proceed to the next step: wireframing.

Insights from testing

Product vision

Empower millennials to take charge of their financial success with access to mentors.

Key learnings and takeaways

I learned about the importance of speaking to users directly to gain a better understanding of their experiences with the problem space and further my ability to empathize to build a compelling digital solution.


Although a task is completed successfully when user testing it doesn't mean it's perfect. There is always opportunity to simplify, reduce users' cognitive load, and improve the overall user experience.


When seeking feedback it's easy to seek only validation. Innovative thinking and solutions happen through feedback, criticism, and truly addressing user needs.

Full case study available on request.


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