Example Process
This process is based on the Design Thinking methodology and you can take it as a reference to present your case study.
Saving or spending. How to control money to achieve goals and live with greater peace of mind?
Financial planning is usually a complex issue over which few people have control. Poor money management can lead to a situation of financial stress having a great impact on personal life. These are the consequences of a lack of control of finances:
These are the comments of some people who are facing these problems and that you can consider as existing pain points.
“I manage several accounts at the same time, even with different banks, so it is difficult for me to have control of all of them as they are in different systems.”
"I would like to save and achieve goals but I don't know how to do it."
"I would like to set limits so I don't consume so much, but since I don't have control, I don't know when I reach the limit."
"How can I save if I don't even know how to get out of debt?"
"I don't know what I spend the money on, or what I could cut costs on."
"I don't know the exact expenses but I know that I have recurring expenses every month and I would like to know what they are so that I can deduct them from the beginning."
These tips can help you solve the challenge.
This process is based on the Design Thinking methodology and you can take it as a reference to present your case study.
How great that you solved some challenge! Just leave me the link to include it on the site as an example.