Cecilia Huster, User Experience Designer

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Editing in context: Tax information

These pages formed a small part of a workflow for financial advisors:

  1. Advisors meet with prospects and gather relevant information with pen and paper. There was a strong consensus among the advisors and their managers that a laptop, or even a tablet, would get in the way of forming the vital, initial rapport.
  2. After the meeting, advisors enter the information into the system and modify the parameters until they arrive at a sound financial plan.
  3. At the second meeting with the prospect, the advisor uses the tool to present the plan.
  4. The advisor's objective is to get the prospect to agree to the plan, and sign up to have their assets managed by Financial Engines.

First page

The page presents the information needed to calculate and optimize a married couple's taxes. The three drop downs all affect changes to each other and the tax table below. There are a lot of moving parts behind the scenes here.

Edit Tax Information, 2017

Throughout the application, we use a pen icon as a button to open up inline editing. In the Sketch artifact below, the advisor has clicked on the pen icon next to Martina's name. That causes Martina's column to split into two: the new default column is plain text, and Martina's column is now editable.

Edit Tax Information, 2017

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