Personal Capital → Empower · Wealth management

Advice,
made readable.

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Guide cover: Managing Single Stock risk Guide cover: Socially Responsible Personal Strategy, with a green and blue leaf Guide cover: Hiring a financial advisor, with an illustrated person and a tangled line

02 · My role

Personal Capital’s financial advisors wrote long, careful guidance for their clients. I read it, made sense of it and proposed how to show it: the charts, the layout, the illustration, and edits to the copy and its tone.

Role
Sr. Visual Designer, start to finish
Worked with
The financial advisors
Made
Guides, client deliverables, presentations
For
Wealth management & private clients
Dynamic Portfolio Allocation: a black sheet charting three clients, Joe, Sara and John, from accumulation to distribution, with conservative, moderate and aggressive stories underneath

03 · Dynamic Portfolio Allocation

Three clients, one chart: Joe, Sara and John move from saving to retirement, and their portfolios shift as life happens. Underneath, conservative, moderate and aggressive, each told as a short story.

04 · Socially Responsible Personal Strategy

Investing with your values, explained.

A 13-page guide to an ESG portfolio: what E, S and G mean, how companies are scored, how the portfolio is built and how it has performed, in charts a client can follow.

Cover: Socially Responsible Personal Strategy Page: Environmental, Social and Governance, each with its topics, beside a globe Page: U.S. equity construction methodology, a sector wheel and a weighting table Page: growth chart comparing Smart Weighting with the S&P 500, with style and sector bar charts

05 · Managing Single Stock Risk

A scary decision, laid out calmly.

For clients holding too much of one company: concentrated against diversified, a wall of famous stocks that fell and never came back, and three strategies weighed as pros and cons.

Cover: Managing Single Stock risk, the word risk set huge over sticky notes Page: two donut charts, a concentrated portfolio against a diversified one Page: a grid of stock-price charts for companies that underperformed Page: three recommended strategies, each with pros and cons

06 · Hiring a financial advisor

Do I need help with my money?

A friendlier guide for people still deciding: four questions to start, the pros and cons, the kinds of advisors, and ten questions to ask before hiring one. The banner carries the same invitation.

Cover: Hiring a financial advisor Page: four questions with icons to decide when to hire a financial professional Page: pros and cons of hiring a financial advisor Page: 10 questions to ask before hiring an advisor, as a checklist
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