Product Design / Packaging / UI Design
Making financial planning fun.
Role /
Design Lead
Year /
2015 - 2019
The Voyant Game is a physical board game which can be used to streamline the client onboarding process of financial planning.
The game includes over 40 unique 'goal cards' which help clients plan out their future (up to 25 years of planning). Our physical game board starts difficult conversations between spouses that are invaluable to an adviser, and the best part? Clients can take home the game board and 'play' together in the comfort of their own home.
As the design lead for this project, I designed and oversaw the production of all game deliverables including a game-board, 3D modeled game pieces and people tokens, packaging and instructions, and molded paper pulp box inserts.
"Fact-finding forms? You’re better than that. Client onboarding is your opportunity to engage your clients and know them on a deep level. We’re here to help."
