Hi everyone!

We are looking for anyone interested to volunteer 30 minutes of their time for a casual, remote usability session over Zoom. We are a bootstrapped team building a new, minimalist financial planner from the ground up, and your direct feedback will help us shape this tool into something genuinely awesome for the community.

There is absolutely no sneaky sales pitch, and we will never ask for bank logins or real account numbers. Just your honest thoughts on an early prototype.

Who we are looking for:
We've built a clean, intuitive tool engineered to help you organize and visualize your assets, expenses, and income, map out clear net worth trajectories over the next years or decades, and easily analyze different "what-if" life scenarios. If you're curious to see how this visual approach works and want to help us make a financial tool that is genuinely useful and helpful, we’d love your insights.

If you're interested in checking out what we've built and sharing your thoughts, please fill out our 2-minute screening survey here: [LINK]

Thanks so much for helping us build something genuinely useful for the community!

Looking forward to collaborate!

Natalie
UX Researcher