Tax Status — Wealth Management Infographic

Project Title:
Wealth Management Infographic

Client:
SVP of Strategy & Product, Tax Status

Project Overview:
Design an infographic to guide customers on maximizing their wealth management through a clear, step-by-step process. The goal is to provide an easy-to-follow visual guide that simplifies complex financial concepts.

Objectives:

• Educate: Clearly explain the steps to optimize wealth management.

• Engage: Create a visually appealing infographic that simplifies complex information.

• Empower: Enable customers to take actionable steps toward better wealth management.

Design Approach:

• Visual Style: Clean and professional, focusing on clarity and accessibility.

• Content: Step-by-step instructions presented in a logical, easy-to-understand format.

• Collaboration: Worked closely with the SVP of Strategy & Product to ensure accuracy and alignment with strategic goals.

Tools Used:

• Design Tools: Adobe Illustrator, InDesign, and Photoshop.

Outcome:
The infographic effectively communicated the wealth management process, helping customers make informed decisions and enhancing their financial strategy.