INDEPENDENCE NAVIGATOR

HERE'S THE STORY

THE MAIN CHARACTER

A consulting firm specializing in financial guidance for adults managing aging parents.

THE SETTING

Based in Austin, Texas, with services reaching families nationwide.

THE CONFLICT

Independence Navigator needed a 60-minute presentation for a financial planning conference. The challenge was to distill complex financial strategies into an engaging, accessible format that empowered attendees while aligning with their mission to “give back to the community.

RESOLUTION

Independence Navigator sought a presentation that would position them as thought leaders while delivering actionable insights to their audience. Aducate Digital’s expertise in instructional design and content strategy made us the ideal partner for transforming intricate ideas into an impactful learning experience. This case study outlines the successful outcome of instructional design for Independence Navigator.

We collaborated closely with Shannon Tefft-Janes, founder of Independence Navigator, to develop a presentation titled “Luck Favors the Prepared: A Financial Guide for Busy Adults Managing Aging Parents.” The project included:

Refining the content into a cohesive narrative that emphasized actionable steps.
Creating a five-stage framework for organizing financial accounts and safeguarding vulnerable individuals.
Using storytelling techniques, including a relatable case study, to create emotional resonance and audience engagement.

The outcome

The final deliverable featured:

A structured five-stage framework addressing legal documents, financial simplification, account arrangements, communication separation, and security measures.
A visually compelling “Financial Fortress” flowchart to illustrate key strategies.
Actionable insights designed to empower attendees while positioning Independence Navigator as a trusted expert.

The presentation was praised for its clarity and practicality, with attendees leaving the session equipped with actionable steps and a newfound sense of confidence. The materials also provided Independence Navigator with opportunities to repurpose the content into future workshops, social media, and educational collateral.

DELIVERABLES

TESTIMONIAL

I knew after our first conversation that Nicole was someone who could sherpa me. Nicole takes ideas and an absolute mind dump of information and can organize it into valuable presentations. She also gives insightful advice on how to ‘chunk’ the information into other educational content and social media support collateral. Aducate Digital delivered beyond my expectations. The final presentation was not only polished and professional but also engaging and impactful.

– Shannon Tefft-Janes, Founder, Independence Navigator