Schwab MoneyWise

WHAT

Charles Schwab set out to create a free financial literacy website for the public — helping members and non-members alike learn everything from the basics of opening a checking account, to estate planning, and everything in-between.

Visit here: schwabmoneywise.com

HOW

As the sole copywriter on the task, I was given hundreds of pages of literature written by financial advisors and the unique challenge of translating all of it into compelling, easy-to-understand content. Most importantly? It needed to be concise and speak to people of all levels along their financial journey. I learned a lot about finances as I disseminated and distilled of the content for a general audience.

Together with the art director, we created an interactive prompt on the home page, asking visitors to think about their personal goals, then providing links to search for their interests ­— not just “topics.” This immediately helped to humanize finances, making it less about money and more about accomplishing individualized motivations.

We also added interactive tools so that readers could understand their finances and immediately find answers to new questions as they read along.

RESULT

A legacy website that helps democratize financial information and limits gatekeeping of financial literacy.