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Persona template for a Financial services website, Patricia

Persona template for 'The seasoned professional' that will save you time and money. Learn how to make your Financial services website easier to use for Patricia.

Meet 'The seasoned professional', Patricia

"I want to get ahead of the game in planning for my retirement so that I don't stress about it later"

Patricia expects her business to grow in the future so she wants to begin the process of planning for retirement now while she has more spare time.

Patricia is motivated by being able to retire comfortably. Patricia is 40-50, and lives in the suburbs . Patricia is married, has 2 children and is often kept busy with work and taking her children to soccer practice.

Patricia is comfortable with technology.

She likes spending quality time with extended family when they are in town.

How Acme Financial can help Patricia

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Social media usage for Patricia

Of all the time spent on social media on an average day, the distribution of time is as follows:

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The seasoned professional
Stats for 'Patricia' insert_chart
  • Life-stage: established in their career
  • Age: 40-50 years
  • Annual income: $71,000 - $90,000
  • Internet usage: many times a day
  • Social media usage: not active
Relationships group
  • Marital status: married
  • Children: 2
Education/skills school
  • Education level: an Undergraduate degree
  • Technical level: comfortable
  • English level: fluent

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