Lead with a tool, not a pitch
A short assessment and a live calculator are the primary calls to action, giving something useful away before asking for anything.
Will We Have Enough?
A retirement planning site built around a single human question, with two interactive tools instead of a brochure.
United States
The Situation
The goal: Give visitors genuine value up front — a real read on where they stand — so a conversation becomes the natural next step.
Financial websites tend to be written to impress other financial professionals, which quietly excludes the people they're meant to serve.
Retirement is an emotional decision made by couples, not a spreadsheet exercise, so the tone had to match.
Nobody hands over their contact details for a brochure — the site had to earn it.
What The Site Does
- Multi-step retirement readiness assessment
- Real-time retirement calculator
- Plain-language educational content
- Lead capture tied to tool completion
- Mobile-first interactive experience
Approach
The Decisions We Made.
Strip out the jargon
Every screen is written in plain English, with 'no jargon, free to use, about five minutes' stated up front to lower the barrier to starting.
Interactive, and instant
The calculator updates as inputs change, so visitors explore scenarios themselves instead of waiting on a callback to learn anything.
Conversation as the next step
Once someone has a result, the site offers a conversation as the obvious next move rather than a hard sell.
Scope
- Website design
- Interactive tool build
- Content & messaging
- Lead capture
Instead of a static brochure, the practice has two working tools that give visitors real answers and open the door to a conversation.
More Work
Other Projects.
Restaurant & Entertainment
Jugs Pub & Grill and The Kettle Recreation Center
One site for bowling, simulators, arcade, food and online ordering.
Ecommerce & Retail
Berres Brothers Coffee Roasters
A Wisconsin roaster's online store built around repeat orders.
Home Services & Contracting
Illinois Home Restore
A statewide solar and electrical contractor built to capture quote requests.
Want Something Like This?
Answer a few questions and we'll show you what we'd build for your business.