CAPITAL GROUP
Plan Your Journey
Role: Senior Graphic Designer • Information Design • Data Visualization • Financial Communications
Created the visual communication system for Capital Group's client-facing retirement planning presentation, transforming complex financial information into clear, approachable experience.
CHALLENGE
Capital Group needed a retirement guide that didn't feel like a disclosure document
ROLE
Working with a copywriter and project manager, I led the information architecture, data visualization, photographic art direction, and presentation design, creating a flexible system that balanced personal storytelling with financial detail
APPROACH
I chose imagery of active, engaged life before and after retirement, a deliberate move away from the somber tone retirement materials often default to. I paired it with custom data visualizations and sequenced the guide so the numbers arrive only once the client can see what they're for.
OUTCOME
Distributed at scale across Capital Group's national advisor network.
The guide opens with life, not logistics — the numbers arrive only once the client can see what they're for.
Thirty years of market growth, distilled into a single line a client can read in seconds
The same chart, up close — proof the system holds together at the smallest scale, not just from a distance.
Every spread was built to answer one question clearly — so the advisor could stay present with the client, not the deck.
Work shown under confidentiality agreement. All client IP remains property of respective clients.