James K. Yang
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Retirement Planning Calculator

BACKGROUND
The Retirement Planning Calculator (RPC) helps users determine how prepared they are for retirement by providing surplus or shortfall outcomes based on user’s inputs. It’s used by prospects, customers, and financial consultants of E*TRADE. The old RPC was dated with Flash components which were not accessible in some browsers.

OBJECTIVE
The objective was to streamline the tool, redesign and improve user experience without using any Flash components of the old RPC. For customers, the goal was to pre-populate the information. Also, another goal was to give helpful custom recommendations so that the calculation outputs was not a dead end for users.

ROLE
I was the lead product designer in charge of mapping the end to end user journey and defining their goals. Also coming up with various concepts and agenda for user testing. Then incorporating the feedback and collaborating with the engineers to bring in to life.

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