Izzy (she/her/hers) is a 31-year-old Asian American woman who identifies as a part of the LGBTIA+ community. Izzy has been married to her wife(she/her/hers), white woman who also identifies as part of the LGBTIA+ community, for 2 years and they are expecting their first child. Neither Izzy nor her wife attended college and they both work multiple service jobs to make an income of about $37,000 each. Together, they have about $6,000 in savings but are nervous about being able to provide their child an ability to go to college and save for retirement. Izzy stumbled across Morningstars Save for College page and decided to try and use the 529 Plan Center Map to help ease this worry. Izzy and her wife both lack knowledge about investing, but with a child on the way, they believe it might be a good option for their financial future.

3. Pitch a new idea for a product or resource that would increase accessibility and inclusivity for the clients communities within the financial services industry.

i) Outline the purpose and structure of the new product or resource.

ii) Explain how the product or resource will have an impact on accessibility and inclusivity for the clients communities.

iii) Describe how you will track engagement levels with the product or resource across the clients communities.