The decision to split Wealth into its own focused app had already been made before I came on board. My job was to figure out what that app should actually contain and how it should be organized. We started by listing everything from the old app and then sorted and weighted each piece by importance and frequency of use. Working sessions with the CTO, CEO, and a group of advisors gave us direct insight into what their clients were asking for and what the advisors themselves needed to feel confident recommending the app. The client even provided a rough wireframe in a Word document with notes on each section, which was a useful starting point for understanding how they were thinking about the structure. I worked at a higher fidelity than typical wireframes from the start, using reusable components that could be restyled quickly in the design phase rather than rebuilding from scratch. One of the most valuable parts of the process was leaning on the team's financial expertise to validate how data was presented. Knowing how dense the information could get before it became overwhelming required input from people who read investment data every day. That back and forth shaped a lot of the final layout decisions.