Finance × AI

Lattice

Retirement planning is overwhelmingly complex — and almost nobody explains it without assuming you already speak the language. Lattice is an AI-powered portfolio planner that translates the complexity into a clear, personalized path.

Theme
Finance × Behavior × AI
Frameworks
MECE · JTBD · 2×2 · TAM
Prototype
Live — Week 3

Research & Product Requirements

Two weeks of structured discovery — five assignments in Week 1 (problem discovery) and six in Week 2 (solution design) — culminating in a Product Requirements Document (PRD) that becomes the spec for the Week 3 build. Each assignment is a real deliverable, not busywork.

Secondary ResearchStakeholder MapUser InterviewsMECE BreakdownJTBDPersona Design2×2 MatrixTAM/SAM/SOMCompetitive AnalysisPRD
1
Week 1

Discovering the Problem

2
Week 2

Designing the Solution