United Income is a financial planning and wealth management solution founded in the summer of 2016 and acquired by Capital One in 2019. We combine new technology; innovative algorithms, models, and methodology; and a team of wealth management experts to analyze the interrelationships of our customers' financial decisions more thoroughly than has been possible before. The financial planning and investment strategy solutions we produce with this approach dramatically improve our ability to build wealth for these folks over the course of their lives. We offer an especially robust set of tools for folks approaching and transitioning into retirement.  
My Role
Creative Director
Visual Designer
Brand Strategy Contributor
Interior Decorator
Capital One Brand Transition Lead

Branding Design Challenge
Appeal to an older, wealthier audience
Maintain a “cool, tech-startup” design aesthetic
Differentiate United Income from the average robo advisor or banking institution
Transition the visual brand to Capital One enterprise brand standards post acquisition
United Income Brand Standards Manual—Brand Values
United Income Brand Standards Manual—Logo Usage
United Income Brand Standards Manual—Colors
United Income Brand Standards Manual—Typography
United Income Brand Standards Manual—Imagery
United Income Brand Standards Manual—Illustration Standards
Illustration Interactivity
United Income Welcome Packet for New Customers
United Income Welcome Packet for New Customers
United Income Welcome Packet for New Customers
United Income Welcome Packet for New Customers
United Income Welcome Packet for New Customers
United Income Welcome Packet for New Customers
Moss Wall in United Income Office Entry—Home to many moths. Lovingly nicknamed "Moth Wall." 
Photo by Ana Isabel Photography. See her work.
Open Floor Plan Workspace in the before times when we could be within 6 feet of each other. 
Photo by Ana Isabel Photography. See her work.
The largest couch I've ever bought.
Photo by Ana Isabel Photography. See her work.
Colleagues having a meeting in the Board Room. 
Photo by Ana Isabel Photography. See her work.

Empty Board Room with accordion doors that allow the room to open for large group gatherings. 
Photo by Ana Isabel Photography. See her work.

Me laughing at my friends James and Jeff in the Office Kitchen. 
Photo by Ana Isabel Photography. See her work.

The Kitchen. Yes, we hung all those ivy strands on the ceiling. Yes, it sucked. 
Photo by Ana Isabel Photography. See her work.

Very cool room divider from bloomming.com. Get one yourself. 
Photo by Ana Isabel Photography. See her work.

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