Groove Money
Groove is a financial habit-building platform that helps young adults achieve lasting financial success.
The Problem
With finances, young adults aren’t just stressed—they’re overwhelmed.
The Opportunity
Groove Money saw an opportunity to create something different: A compassionate guide for their financial journey. They needed something more than another online class or suit of tools—they wanted to know ‘why should I?’
User Pain Points
01
Financial Illiteracy
02
No Financial Habits
03
Not Sure Where to Start
What I did
Clarified the Problem
Sifting through the stress and anxiety, they needed insight—not just a budgeting tool. Other products focused on tools and features—not the ‘why I should’.
Set Small Steps
The biggest impact comes from small behavioral changes. We created a system of thoughtful mentoring that adapted to each user’s journey—leveraging the wealth of educational content the client had produced.
Documented Product Growth
After years of evolution and client-driven initiatives, Groove had truly flourished. I remapped the product to help visualize the changes—and the areas of opportunity for future initiatives.
What Changed
72%
Felt better about money
73%
Developed better money habits
89%
Understood finances better
What I Learned
Education doesn’t have to come off as a lecture—because that’s like talking at someone. Focusing on the reasons, not results, of similar financial tools creates more of a personal connection.