Bright Plan

A financial wellness platform for the American workplace needed to turn complex financial guidance into something employees would actually use — without oversimplifying real-money decisions or overwhelming people already stressed about their finances.

• Focused on product accessibility, content clarity, and interaction quality across the financial wellness experience.
• Reduced the cognitive load of financial decision-making without stripping out necessary complexity.
• Worked toward genuine behaviour change as the outcome, not just feature completion.

• A more usable and trusted financial wellness product for a demanding, diverse workplace audience.
• Evidence of Vox Dei building for behaviour change, not just feature delivery.
• A sharper case for clients in regulated, high-stakes consumer verticals.