Schwab MoneyWise Site

Role: Design ideation, copy lead, strategist, translator of financial expert articles, UX copy template development, editor

Need: Charles Schwab set out to create a free financial literacy website for the public — helping members and non-members alike learn everything from opening a first checking account to estate planning, and dozens of topics in-between.

Approach: As the sole copywriter, I translated hundreds of pages of literature written by financial advisors into compelling, easy-to-understand human-speak.

Together with the art director, we created an interactive prompt on the homepage search based off life goals ­— not just “financial topics.” This immediately helped humanize it, making it less about the value of money, and more about how money can add value to lives.

We also added interactive tools so that readers could immediately calculate their personal financial situations as they read along.

RESULT

A legacy website that helps make financial literacy accessible to more than just the 1%.

Visit here: schwabmoneywise.com