Senior Life Planning Platform: Your Advisor in the Aging Journey
Senior Life Planning & Assessment Platform
The Challenge
The organization needed a comprehensive digital platform to help seniors and their families plan for the aging journey. The challenge was to create a tool that would assess readiness across multiple life dimensions and provide personalized, actionable guidance for senior life planning.
The Approach
Stratos employed a comprehensive concept development and user testing approach, creating multiple levels of prototypes from low-fidelity concept sketches to high-fidelity working prototypes. Each iteration incorporated user feedback to refine both functional and experiential aspects of the platform.
Development Phases
- •Low-Fidelity Prototypes: Storyboards and concept sketches to communicate the vision
- •Low-Mid Fidelity: Mobile screens illustrating specific layout and content structure
- •Med-High Fidelity: Refined content details and "look & feel" aspects with data visualizations
- •Working Prototypes: Fully functioning touchpoints tested in simulated circumstances
Key Features
The Breeze Assessment
A comprehensive assessment tool that evaluates seniors across multiple life categories, visualizing their preparedness in a holistic 360° view. Color-coded blocks represent levels of planning from basic to advanced.
Personalized Action Plans
Based on assessment results, the platform provides customized recommendations for next steps, prioritizing areas like financial health and residential planning.
Core Modules
- •Scenario Building & Planning Tools
- •Self-Reflection & Assessment Framework
- •Goal Setting & Tracking
- •Collaborator Network (doctors, advisors, lawyers, family)
- •Resources & Educational Content
Impact
This platform empowers seniors and their families to take control of their aging journey through comprehensive planning tools and personalized guidance. The platform's intuitive design and holistic approach to senior life planning helps users navigate complex decisions around financial health, residential situations, healthcare, and overall well-being—enabling them to "Be the author of your own life" and "Live better and experience more of what you love."