Creating an app that invests in your future

Goldman Sachs developed a financial wellness app for companies to offer their employees. It helps support financial wellbeing at every stage of life.

As Writing Director, I led the initial writing vision for the app, setting the tone, defining the voice, and building the content structure and strategy in close collaboration with our UX design team.

Meet people where they are

Because everyone’s financial wellness journey looks different, we started the app with a quick check-in. By taking this wellness assessment, people were able to get a more personalized experience right from the start.

Build a labeling system to match each stage of the journey

The language was carefully crafted to guide people without judgment and to clearly show progress.

Help people take action with confidence

We built guided flows for key financial tasks like budgeting, saving, managing debt, and even buying a house. I wrote clear, encouraging copy that walked people through each step without jargon, making every task feel doable from start to finish.

You don’t need to be a Wall Street whiz

Investing can feel intimidating, so I worked on simplifying portfolio recommendations to make them approachable and clear.

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