The global population is ever changing; living longer than ever before, society calls for new and creative tools and services to serve a population of adults living longer – and better – than ever before. Preparedness, including financial preparedness, is imperative for quality of life in older adulthood. The financial planning industry, uniquely positioned to serve this growing population of older adults, could benefit from innovative design changes to better serve their clients. This, we explored using tangible design artifacts and gaming frameworks and theories to transform
financial planning services to make them more inclusive and enjoyable. We experimentally integrated the element of play, games, and learning into our research, exploring how to apply design theories and applications to financial planning services. It is a multifaceted research approach, conducting 35 expert interviews, 4 product cocreation workshops and 1 service co-creation workshop, prototyping 3 rapid game tests. We created financial planning toolkits and game components with defined steps and creative processes integrating play to re-envision our financial planning services targeting people in the stages of pre-retirement, retirement, and post-retirement. In alignment with 5 key identified design principals, the proposed innovative board-game
style toolkit, combined with tangible Longevity Planning Blocks (LPBs), may empower financial advisors and their clients to have more engaging, enjoyable, and impactful conversations.