Apps & Job Aids
Apps and Job Aids Built for the Moment of Need.
A financial advisor chat powered by artificial intelligence (AI) and a one-page decision guide, each built to support a decision without a facilitator in the room.
The Work
Future Self Finance Chat
- Business Problem
- Life changes, and insurance doesn't update itself. Newly married couples, young families, two-income households with school-age children, solopreneurs, and small business owners are often underinsured, and many haven't looked at a policy in more than five years. They find out when an emergency forces the review.
- Business Solution
- A financial advisor that's AI-powered but human-centered. It speaks as the user's future self and gives a pre-look before life happens. It walks users through the DIME strategy (Debt, Income, Mortgage, and Education), explains why each of the four matters and what coverage fits if a major income stops, recommends banks based on their goals, and points to local job resources.
- Business Impact
- Coverage gaps surface now, while there's still time to close them, instead of when an emergency forces the review.
Job Aid: GIF or Video
- Business Problem
- A designer has to choose, for each how-to moment, between a GIF (a short looping animation) and a video, and a video costs more production time and more of the learner's time.
- Business Solution
- A one-page decision guide that matches six common needs, such as showing one click, one step, or an overview, to a GIF of about 8 seconds or a video of 3 or more minutes. It's built on one question: what's the minimum effective intervention needed to achieve the outcome?
- Business Impact
- Designers pick the lightest format that does the job, so learners get the answer in seconds and don't sit through minutes.
Bring the Performance Problem.
The first call covers what to build and in what order.
- EngagementIndependent contractor. Paid directly as 1099, or B2B through Dove Learning & Communication.
- Based InGreater Houston / Sugar Land, Texas
- CredentialsArticulate 360 License Holder. Texas Life and Health Insurance License. Applied Instructional Design Academy Instructional Design Certificate. Secondary Mathematics Certification: Texas, South Carolina, West Virginia, Tennessee.