Steven A. Sass and Anek BelbaseCenter for Retirement Research at Boston College

2013 Face of Finance ConferenceWaltham, MA

October 30, 2013

Squared Away: A National Financial Advisory Website

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The unprecedented success of Sorted.nz

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Squared Away

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Goals and challenges

• Our goal: o Empower users

• Key challenges:o Limited rationality/complicated subjecto Financial anxiety/financial distrusto Short attention span/ambitious agenda

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Design principles

• Empower: o Simplicityo Learning-by-doingo Move users from plan to action

• Engage:o Build and justify trusto Deliver value early and often o Personalization

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Squared Away

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Retirement planner for those 50+

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Budget planner

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Over 50 Decision Aids

http://squaredaway.bc.edu/