Clarity Coach · 2026
Making Financial Education More Approachable
Independent Creator / Prototype Builder
Context
A four-hour conversation helping a friend work through personal finance questions sparked an idea: What if people could access a similarly guided experience without needing to begin with a formal financial services appointment?
Through additional research conversations about money and financial decisions, I encountered recurring themes around uncertainty, fear of making expensive mistakes, and difficulty knowing where to begin.
These observations informed Clarity Coach, an early-stage AI-assisted financial education prototype built using Lovable.
Problem / opportunity
Many people face meaningful financial decisions before they feel ready to seek professional help.
The challenge isn't always a lack of available information. People can have plenty of information and still feel overwhelmed by unfamiliar terminology, competing options, and uncertainty about which questions to ask.
I wanted to explore whether a guided, conversational experience could help people organize their thoughts and identify approachable next steps.
My role
I independently developed the concept and built the initial working prototype.
I was responsible for defining the intended user experience, identifying the questions the product should help users explore, structuring the conversational flow, and translating the concept into a functional prototype using Lovable.
Approach
- Started with an observed problem. Used themes from financial education conversations to identify where people experienced uncertainty, hesitation, or information overload.
- Defined a focused product concept. Rather than attempting to build a comprehensive financial platform, concentrated on helping users explore their financial situation through a guided conversation.
- Designed around user agency. Structured the experience to help users consider their circumstances and possible next steps rather than simply telling them what to do.
- Translated the concept into a prototype. Used Lovable to build a functional, AI-assisted conversational experience without a traditional engineering build cycle.
- Explored AI as an interface. Experimented with how conversational interactions could make complex financial topics more approachable.
Impact & takeaways
- Created a working proof of concept that demonstrates the core guided conversation experience.
- Translated qualitative observations about financial uncertainty into a tangible product concept.
- Developed and implemented a conversational user journey focused on helping people organize financial questions and identify next steps.
- Established a foundation for future usability testing and validation of the core concept.
This project remains an exploratory prototype. No commercial adoption, measured behavior change, or validated user outcomes are being claimed.
Relevant capabilities
- Problem Discovery
- Rapid Prototyping
- Conversational UX
- Financial Education
- Product Experimentation
- AI-Enabled Product Design
Live prototype
Next project
Curative: Cross-Functional Engineering Leadership