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 translated hundreds of pages of literature written by financial advisors into compelling, easy-to-understand human-speak.

Together with the art director, we created an interactive prompt on the homepage search based off life goals ­— not just “financial topics.” This immediately helped humanize finances, making it less about the value of money, and more about how money can add value to individuals’ lives.

We also added interactive tools so that readers could immediately calculate their personal financial situations as they read along.

RESULT

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