Selected client work
Financial Wellness Platform
Financial dashboards, personal goals, and conversational guidance.
My role
I led product ownership and delivery within the NodeStar team for a financial-wellness platform, managing client stakeholders and contributing to the codebase.
The product
The work progressed from a messaging-based financial-guidance prototype tied to employer 401(k) plans through production launch, including an employer analytics app and long-term memory layer. The product combines a financial dashboard with conversational guidance on the web and in Apple Messages, using Plaid-connected account data to explain balances, spending, recurring payments, investments, and debt.