Client Workbook Design for Carson Wealth Pittsburgh

I designed an interactive workbook for Carson Wealth Pittsburgh's in-person sessions. Financial advisors needed a tool that could make complex planning concepts tangible and give clients something concrete to leave with. I structured the workbook to guide advisors through key conversations—from goals and lifestyle through risk assessment to action items—while keeping clients actively engaged with worksheets and prompts.

The result was a document that functions as both a conversation tool and a reference guide. Clients leave with a clear record of their plan and personalized next steps, advisors have a structured flow for sessions, and the workbook reduced confusion and follow-up questions.