01
Shield Map
A guided intake that visualizes assets, liabilities, dependents, and financial weak points in one place.
From financial consulting site to product story
Turn Shield into a financial defense platform people can feel.
The current site positions Shield as a trusted advisor. This prototype reframes that trust as a product: a guided workspace for protecting assets, making safer decisions, and building long-term family resilience.
- Asset protection
- Decision support
- Family planning
- Advisor workflows
Prototype direction
A product narrative built from the current site’s strongest ideas.
02
Predator Watch
Recasts taxes, inflation, interest, and fees into a live risk layer with clear explanations and actions.
03
Safe Growth Paths
Scenario planning for conservative growth, coverage upgrades, and education milestones.
04
Family Vault
A secure home for policies, guidance, contacts, and emergency instructions that outlasts a one-off consultation.
Experience model
A consultative product flow instead of a static brochure flow.
Assess
Capture the household picture with a short financial defense audit.
Expose Risks
Translate hidden drains and weak spots into plain-language priorities.
Build the Plan
Generate an action sequence spanning protection, literacy, and growth.
Stay Protected
Keep the relationship active with reminders, reviews, and document continuity.
Mocked product surface
What the prototype should communicate on first load.
Advisor workspace
Every client has a defense posture, not just a contact record.
- Resilience score and category-level risk
- Flagged financial predators with explanations
- Suggested next actions for the advisor and family
- Central vault for documents and preparedness notes
Client snapshot
The Jordan family
Protection coverage
72%
Fee leakage
$8,400 / year
Confidence index
Rising
Recommended move this week
Consolidate policies and rebalance emergency reserves.
Shield should feel like the layer between financial complexity and calmer decision-making.
Positioning shift
The messaging moves from we advise to you stay defended.
Shield is not just financial advice. It is a living protection system for families who want clarity, continuity, and fewer expensive surprises.
Launch path
Prototype now, production infrastructure later.
A
Host on shield.bareweld.com
Point Cloudflare DNS for the subdomain at the Hetzner VPS, proxy traffic through Cloudflare, and serve this build from the origin.
B
Keep the prototype lightweight
Use Next.js for component structure and future product evolution, while exporting the current experience as a static site.
C
Validate product demand first
The next phase should be intake, booking, and advisor workflows rather than backend complexity for its own sake.