Financial Lifestyle App
Company
MoneyVerbs
Role
Lead Product Designer
Year
2019
Team
Cross-functional partners across engineering, product, research, brand, and creative graphics.
The Problem
Young adults ages 18-24 lacked a comfortable, judgment-free space to discuss money habits and build financial literacy during a critical life transition.
The Solution
Designed a financial lifestyle app combining personalized learning paths, community Q&A, and social engagement to help users build healthier money habits.
Target Outcome
Validate product-market fit with the target demographic and deliver a scalable MVP that could evolve beyond its initial feature set.
01 /
Personal finance tools have historically fallen into two categories: transactional (track your spending) or educational (learn about investing). Neither addressed the social and emotional dimensions of money. Young adults ages 18-24 are particularly vulnerable during this transition to financial independence, yet most existing products offered no space for peer support, conversation, or community. MoneyVerbs set out to fill that gap by creating a financial lifestyle app where people could talk about money without shame or judgment.
02 /
Working at NCXT alongside founder Isaiah Goodman (Becoming Financial), I led the design of a mobile experience centered on three pillars: personalized onboarding that assessed each user's financial knowledge and interests, bite-sized video lessons organized into learning tracks, and a forum-based community where users could ask questions and engage with one another on money topics. The user journey was designed around progressive disclosure, surfacing the right content at the right time while encouraging users to share actions and habits rather than raw financial data.
03 /
Competitive analysis shaped our initial hypothesis, and a survey of our target demographic validated it: 82.4% of respondents expressed interest in a product like MoneyVerbs. Our team worked in seven-day sprints, beginning each cycle with prioritization of user acceptance criteria. After months of prototyping and internal testing, I expanded my role to Creative Director Consultant, leading the brand refresh, illustration system, and iconography alongside product design. Focus groups and guerrilla testing helped us scale back to a focused MVP that could ship on time while keeping deferred features in a scalable backlog for future releases.
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Survey respondents who expressed interest in MoneyVerbs
Expanded from Product Designer to Creative Director Consultant
Shipped on schedule with a scalable feature backlog
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