6 Learning Personas
About My Personas
I’m basing my personas on a small financial planning agency that recently expanded its services to support adult children who are helping their aging parents downsize. The idea for this new offering came directly from client conversations—many were seeking guidance not just on finances, but on how to navigate the emotional, logistical, and practical aspects of helping their parents transition to a smaller home or assisted living.
Research Method
I developed my learner personas using a combination of personal experience and informal conversations. I’ve spoken with adult children who are currently supporting their parents through downsizing and housing decisions. I also drew from common patterns shared in financial planning contexts, where clients often express similar concerns. These sources helped me identify shared needs, emotional dynamics, and practical challenges that shaped realistic and relatable learner personas.
Click below to view learner personas: